PHOENIX CAPITAL REALTY ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RICHARD LYON
Chief Compliance Officer / Chief Financial OfficerCRD 6283176
Contacts
3 of 3ANDREW SCOTT
PartnerCRD 2230630
STEPHEN MASTOR
Managing PartnerCRD 1080374
Ethan Beasley
CRD 8241254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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