Pcim Realty Advisors, LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$306M
Accounts
4
Employees
19
Advisory reps
4

Firm details

Headquarters
Addison, Texas
CRD number
313281
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pcim Realty Advisors, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2022. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also acts as a sponsor and managing member/GP of those vehicles. Ownership is listed as individual, and the adviser is not designated as a capital allocator. Fee arrangements include a percentage of AUM plus performance-based fees and other fee structures tied to pooled vehicle management. Pcim Realty Advisors is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ethan Beasley

    Chief Compliance OfficerCRD 8241254

  • Richard Lyon

    Richard Lyon

    Chief Compliance Officer / Chief Financial OfficerCRD 6283176

Contacts

2 of 2
  • Stephen Mastor

    Stephen Mastor

    Managing PartnerCRD 1080374

  • Andrew Scott

    Andrew Scott

    PartnerCRD 2230630

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Addison, TX

Dallas

Location

Addison, TX

Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
15725 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth