PHOENIX CAPITAL REALTY ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$156M
Discretionary
$156M
100% of AUM
Avg account
$156M
Accounts
1
Employees
19
Advisory reps
4

Firm details

Headquarters
Addison, Texas
CRD number
161129
Registered since
March 30, 2012
Website
pcpre.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Phoenix Capital Realty Advisors, LLC is an institutional-focused registered investment adviser that manages pooled investment vehicles and acts as sponsor, general partner and managing member of those vehicles. The firm’s business model emphasizes active portfolio management for pooled structures rather than one-off retail relationships, and its fee arrangements include both percentage-of-AUM and performance-based compensation, which aligns manager incentives with fund-level returns. Investment activity centers on allocations to alternative strategies and real assets. The firm does not identify as an active ESG investor and is set up primarily as a single-state, domestic adviser. Its organizational form is a limited liability company, and it operates as a boutique manager with a concentrated client base and a hands-on role in structuring and managing investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD LYON

    Chief Compliance Officer / Chief Financial OfficerCRD 6283176

Contacts

3 of 3
  • ANDREW SCOTT

    PartnerCRD 2230630

  • STEPHEN MASTOR

    Managing PartnerCRD 1080374

  • Ethan Beasley

    CRD 8241254

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Addison, TX

DALLAS

Location

Addison, TX

Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
15725 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth