Phoenix Capital Realty Advisors, LLC
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 161129
- Registered since
- March 30, 2012
- Website
- www.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 SEC-registered institutional registered investment adviser organized as an LLC and operating since 2012. The firm serves institutional clients and conducts portfolio management for pooled investment vehicles, acting in sponsor, general partner and managing-member roles for those vehicles. Its fee model combines asset-based charges with performance-linked compensation and other fee arrangements. Phoenix Capital is not positioned as an active ESG investor and is identified as a single-state adviser in the provided data.
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
2 of 2
Richard Lyon
Chief Compliance Officer / Chief Financial OfficerCRD 6283176
Ethan Beasley
Chief Compliance OfficerCRD 8241254
Contacts
2 of 2
Andrew Scott
PartnerCRD 2230630
Stephen Mastor
Managing PartnerCRD 1080374
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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