PHOENIX REALTY GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$208M
Discretionary
$58.2M
28% of AUM
Avg account
$13.9M
Accounts
15
Employees
17
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
160249
Registered since
April 5, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Phoenix Realty Group, LLC is a real estate-focused advisory and fund sponsor that manages pooled investment vehicles for institutional clients. The firm operates as an owner-controlled limited liability company and has been SEC-registered since 2012. Its advisory work centers on portfolio management for pooled real estate funds and it also serves as sponsor, general partner or managing member of those vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees, aligning compensation with fund-level results. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into its investment process.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ALAN HIRMES

    Managing Director and Chief Financial OfficerCRD 2123970

  • KEITH ROSENTHAL

    Founder, CEO and PresidentCRD 2227770

Contacts

3 of 3
  • RON ORGEL

    Co-FounderCRD 6028825

  • ADAN GOM

    Managing DirectorCRD 5116907

  • R Saunders

    Managing DirectorCRD 8063684

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth