CANYON CLO ADVISORS LP

RIASEC RegisteredEst. 2015
Total AUM
$11.9B
Discretionary
$11.9B
100% of AUM
Avg account
$441M
Accounts
27
Employees
161
Advisory reps
7

Firm details

Headquarters
DALLAS, Texas
CRD number
226636
Registered since
July 2, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

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Overview

Canyon Clo Advisors LP is a limited partnership registered with the SEC in 2015 that serves institutional clients through discretionary advisory mandates. The firm combines a percentage-of-assets fee model with performance-based fees and identifies itself as an active ESG investor. It is not structured as a capital allocator; rather, it operates as an adviser and sponsor/manager of pooled vehicles and holds industry affiliations that include broker-dealer activities and roles as a general partner or managing member of investment vehicles.

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 3
  • MITCHELL JULIS

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

  • Luis Silva

    Chief Financial OfficerCRD 7325918

  • DOUGLAS ANDERSON

    Partner & Chief Compliance OfficerCRD 5079532

Contacts

3 of 4
  • STEPHEN CHO

    Managing DirectorCRD 5716604

  • JONATHAN KAPLAN

    PartnerCRD 5506077

  • STACY SILVERMAN

    Registered RepresentativeCRD 5162029

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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