AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC
Adviser information for AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 154 |
|---|---|
| Investment Advisory/Research | 38 |
| Registered Broker-Dealer Representatives | 15 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $608.7M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $608.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $608.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113602 |
|---|---|
| SEC ERA File Number | 801-113602 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297526 |
| Legal Entity Identifier | None |
Principal Office
2728 NORTH HARWOOD STREET2ND FLOOT
DALLAS
TX
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 214 253 6000, Fax: 214 253 6001
Websites
Chief Compliance Officer
DOUGLAS ANDERSON
COUNSEL
2000 AVENUE OF THE STARS, 11TH FLOOR
LOS ANGELES
CA
United States
Tel:
310 272 1360
Fax:
310 272 1361
D********@*****************M
(Full email address available in API data)
Industry Affiliates
| AECOM CAPITAL REAL ESTATE, LLC | Other investment adviser, including financial planners |
| CANYON CAPITAL (JAPAN) K. K. | Other investment adviser, including financial planners |
| CANYON CAPITAL ADVISORS (EUROPE) LIMITED | Other investment adviser, including financial planners |
| CANYON CAPITAL ADVISORS LLC | Other investment adviser, including financial planners |
| CANYON CLO ADVISORS LP | Other investment adviser, including financial planners |
| CANYON OVERSEAS INVESTMENT FUND MANAGEMENT (SHANGHAI) CO., LTD | Other investment adviser, including financial planners |
| CANYON PARTNERS REAL ESTATE LLC | Other investment adviser, including financial planners |
| CP INVESTMENTS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| RIVER CANYON FUND MANAGEMENT LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACEF EASTMARK CO-GP SPE L.P. | Real Estate Fund | $30.7M | $0.1M | 1 |
| ACEF METROPOLITAN CO-GP SPE L.P. | Real Estate Fund | $38.6M | $0.1M | 1 |
| AECOM-CANYON EQUITY MASTER AGGREGATOR LP | Real Estate Fund | $539.4M | $0.1M | 77 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JULIS, MITCHELL, RALPH | Individual | – | DIRECTOR; MEMBER OF INVESTMENT COMMITTEE | 03/2018 | < 5% |
| FRIEDMAN, JOSHUA, STEPHAN | Individual | – | DIRECTOR; MEMBER OF INVESTMENT COMMITTEE | 03/2018 | < 5% |
| ANDERSON, DOUGLAS, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2018 | < 5% |
| CANYON PARTNERS REAL ESTATE LLC | Domestic Entity | – | MEMBER | 03/2018 | > 75% |
| AECOM CAPITAL REAL ESTATE, LLC | Domestic Entity | – | MEMBER | 09/2018 | 50-75% |
| Wachsberger, Warren, David | Individual | – | MEMBER OF INVESTMENT COMMITTEE | 09/2018 | < 5% |
| POTTS, ROBIN, O | Individual | – | MEMBER OF INVESTMENT COMMITTEE | 03/2018 | < 5% |
| AECOM CAPITAL, INC. | Domestic Entity | AECOM CAPITAL REAL ESTATE, LLC | SHAREHOLDER | 02/2018 | > 75% |
| AECOM | Domestic Entity | AECOM CAPITAL, INC. | SHAREHOLDER | 01/2013 | > 75% |
| FCP ASSET HOLDINGS LLC | Domestic Entity | CANYON PARTNERS REAL ESTATE LLC | OWNER | 01/2020 | 50-75% |
| IONNINA AND ARTA INVESTMENTS LLC | Domestic Entity | CANYON PARTNERS REAL ESTATE LLC | OWNER | 01/2020 | 50-75% |