AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 297526
- Registered since
- July 17, 2018
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Aecom-Canyon Partners Real Estate Fund Advisors LLC is an SEC-registered adviser (since 2018) organized as an LLC that focuses on pooled real estate investment vehicles for institutional clients. The firm serves as an adviser and sponsor/GP/managing member to private pooled funds and lists portfolio management for pooled investment vehicles as its principal advisory activity. Ownership is identified as a mix of a domestic entity and an individual. Fee arrangements combine asset-based fees with performance-linked compensation. The firm is not characterized as an institutional capital allocator and it does not identify as an active ESG investor or a multi-state adviser. Industry affiliations include broker-dealer relationships and roles as an investment adviser and sponsor/manager of pooled vehicles, indicating the firm operates across deal origination, fund management and related intermediary functions rather than purely as a third-party allocator.
Assets & Accounts
Investments & Alternatives
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
3 of 4MITCHELL JULIS
Co-Founder, Co-Chairman and Co-CEOCRD 1223735
ROBIN POTTS
Partner and Chief Investment OfficerCRD 4831491
DOUGLAS ANDERSON
Partner & Chief Compliance OfficerCRD 5079532
Contacts
1 of 1JOSHUA FRIEDMAN
Co-FounderCRD 1315528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2728 N Harwood St
- Time zone
- CT (UTC-6)
- Office locations
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