CANYON PARTNERS REAL ESTATE LLC

Adviser information for CANYON PARTNERS REAL ESTATE LLC last updated from Form ADV on March 25th, 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 138
Investment Advisory/Research 30
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 21 $2.5B
Non-Discretionary 0 $0
Total 21 $2.5B

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 21 $2.5B
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 21
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-55634
SEC ERA File Number 801-55634
SEC CIK Numbers None
SEC CRD Numbers 107880
Legal Entity Identifier None

Principal Office

2728 NORTH HARWOOD STREET
2ND FLOOR
DALLAS
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 214 253 6000, Fax: 214 253 6001

Chief Compliance Officer

DOUGLAS ANDERSON
CCO
2000 AVENUE OF THE STARS
11TH FLOOR
LOS ANGELES
CA
United States
Tel: 310-272-1000
Fax: 310-272-1001
(Full email address available in API data)

Industry Affiliates

AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS 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
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
CANYON CATALYST FUND LLC Real Estate Fund $129.3M $0.0M 2
CANYON LAUREL MASTER FUND II L.P. Real Estate Fund $589.5M $0.1M 161
CANYON LAUREL MASTER FUND L.P. Real Estate Fund $139.8M $0.1M 128
CANYON MUTLIFAMILY IMPACT FUND III LLC Real Estate Fund $4.7M $1.0M 2
CANYON OZF 19S L.P. Real Estate Fund $28.2M $0.1M 37
CANYON OZF ABERNETHY LOFTS L.P. Real Estate Fund $32.9M $0.1M 39
CANYON OZF ACADEMY RENO L.P. Real Estate Fund $38.4M $0.1M 45
CANYON OZF BURIEN L.P. Real Estate Fund $30.9M $0.1M 39
CANYON OZF CATHEDRAL SQUARE L.P. Real Estate Fund $22.5M $0.1M 18
CANYON OZF DOUGLASS L.P. Real Estate Fund $37.0M $0.1M 42
CANYON OZF FILLMORE L.P. Real Estate Fund $47.2M $0.1M 36
CANYON OZF LYNNWOOD L.P. Real Estate Fund $24.8M $0.1M 33
CANYON OZF NEVINS (P AND Q) Real Estate Fund $10.5M $0.0M 11
CANYON OZF RIVERSIDE L.P. Real Estate Fund $33.1M $0.1M 33
CANYON OZF SYMPHONY PARK L.P. Real Estate Fund $39.8M $0.1M 36
CANYON OZF TIGARD L.P. Real Estate Fund $28.6M $0.1M 28
CANYON OZF UNION L.P. Real Estate Fund $21.2M $0.1M 35
CCP2020 LLC Real Estate Fund $109.0M $0.0M 2
CRED III K (CAYMAN) LP Real Estate Fund $50.2M $1.0M 1
CRED III MASTER FUND LP Real Estate Fund $635.8M $0.1M 49

Control Persons

Name Type Entity Title Since Ownership
JULIS, LINDA, JOLEEN Individual MITCHELL AND LINDA JOLEEN TRUST TRUSTEE 12/2018
JULIS, MITCHELL, RALPH Individual MANAGING PARTNER 12/2001 < 5%
FRIEDMAN, JOSHUA, STEPHAN Individual MANAGING PARTNER 12/2001 < 5%
JULIS, MITCHELL, RALPH Individual SOLDIERS FIELD PARK PRODUCTS LLC MANAGER/MEMBER AND TRUSTEE 12/2018 50-75%
FRIEDMAN, JOSHUA, STEPHAN Individual PUMADA LLC MEMBER/MANAGER AND TRUSTEE 01/2020 50-75%
FRIEDMAN, BETH, CARI Individual JOSHUA AND BETH FRIEDMAN TRUST TRUSTEE 05/1998
ANDERSON, DOUGLAS, ANTHONY Individual CHIEF COMPLIANCE OFFICER 11/2013 < 5%
POTTS, ROBIN, O Individual CO-HEAD OF REAL ESTATE INVESTMETNS, DIRECTOR OF ACQUISITIONS 09/2015 < 5%
PUMADA LLC Domestic Entity FCP ASSET HOLDINGS LLC MANAGER AND MEMBER 12/2018
SOLDIERS FIELD PARK PRODUCTS LLC Domestic Entity IONNINA AND ARTA INVESTMENTS LLC MANAGER AND MEMBER 12/2018
FCP ASSET HOLDINGS LLC Domestic Entity OWNER 01/2020 50-75%
IONNINA AND ARTA INVESTMENTS LLC Domestic Entity OWNER 01/2020 50-75%
MITCHELL AND LINDA JOLEEN TRUST Domestic Entity IONNINA AND ARTA INVESTMENTS LLC MEMBER 01/2020 50-75%
JOSHUA AND BETH FRIEDMAN TRUST Domestic Entity FCP ASSET HOLDINGS LLC MEMBER 01/2020 50-75%
Silva, Luis, Alejandro Individual CHIEF FINANCIAL OFFICER - CANYON PARTNERS 01/2021 < 5%
KAPLAN, JONATHAN, MATTHEW Individual CHIEF OPERATING OFFICER 08/2007 < 5%
CHO, STEPHEN, PETER Individual GENERAL COUNSEL 10/2022 < 5%
Mansfeld, Sheriden Individual CHIEF FINANCIAL OFFICER 11/2006 < 5%

No. Employees, Historic

2001000202020212022202320242025131 on 3/28/2020131 on 8/19/2020120 on 3/29/2021120 on 4/13/2021120 on 10/18/2021120 on 10/18/2021120 on 12/2/2021120 on 12/6/2021120 on 1/10/2022128 on 3/29/2022128 on 5/3/2022128 on 8/31/2022128 on 1/13/2023140 on 3/23/2023140 on 5/5/2023138 on 3/25/2024

RAUM, Historic

3B2B02020202120222023202420251814631815 on 3/28/20201814631815 on 8/19/20202448441000 on 3/29/20212448441000 on 4/13/20212448441000 on 10/18/20212448441000 on 10/18/20212448441000 on 12/2/20212448441000 on 12/6/20212448441000 on 1/10/20222578613000 on 3/29/20222578613000 on 5/3/20222578613000 on 8/31/20222578613000 on 1/13/20232847759000 on 3/23/20232847759000 on 5/5/20232544633000 on 3/25/2024

No. Clients, Historic

3015020202021202220232024202521 on 3/28/202021 on 8/19/202021 on 3/29/202121 on 4/13/202121 on 10/18/202121 on 10/18/202121 on 12/2/202121 on 12/6/202121 on 1/10/202224 on 3/29/202224 on 5/3/202224 on 8/31/202224 on 1/13/202326 on 3/23/202326 on 5/5/202321 on 3/25/2024