AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC

RIASEC RegisteredEst. 2018
Total AUM
$537M
Discretionary
$537M
100% of AUM
Avg account
$179M
Accounts
3
Employees
128
Advisory reps
5

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

FINTRX

Overview

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

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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

3 of 4
  • MITCHELL JULIS

    Co-Founder, Co-Chairman and Co-CEOCRD 1223735

  • ROBIN POTTS

    Partner and Chief Investment OfficerCRD 4831491

  • DOUGLAS ANDERSON

    Partner & Chief Compliance OfficerCRD 5079532

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Contacts

1 of 1
  • JOSHUA FRIEDMAN

    Co-FounderCRD 1315528

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth