Canyon Clo Advisors LP
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 226636
- Registered since
- July 2, 2015
- Website
- www.canyonpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Canyon Clo Advisors LP is a limited partnership registered with the SEC in 2015 that operates as an institutional registered investment adviser. Its client base is institutional, and the firm charges both a percentage-of-AUM fee and performance-based fees. The firm reports being an active ESG investor and is affiliated with other industry roles including broker-dealer activity, functioning as an additional investment adviser, and acting as sponsor/GP or managing member of pooled investment vehicles. The organizational ownership structure is listed as a domestic entity and individual.
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
2 of 2
Mitchell Julis
Co-Founder, Co-Chairman and Co-CEOCRD 1223735
Luis Silva
Chief Financial OfficerCRD 7325918
Contacts
3 of 5
Stephen Cho
Managing DirectorCRD 5716604
Douglas Anderson
PartnerCRD 5079532
Jonathan Kaplan
PartnerCRD 5506077
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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