PHOENIX REALTY GROUP, LLC
PHOENIX REALTY GROUP LLC Legal Name
Adviser information for PHOENIX REALTY GROUP, LLC last updated from Form ADV on March 15th, 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 | 19 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $60.3M |
| Non-Discretionary | 21 | $87.7M |
| Total | 25 | $147.9M |
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 | 18 | $147.9M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74246 |
|---|---|
| SEC ERA File Number | 801-74246 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160249 |
| Legal Entity Identifier | None |
Principal Office
551 MADISON AVENUE, STE. 801NEW YORK
NY
United States
Monday - Friday, 9:00-5:00
Tel: 212-207-1999, Fax: 212-207-9017
Chief Compliance Officer
RON ORGEL
CHIEF COMPLIANCE OFFICER
551 MADISON AVENUE
SUITE 801
NEW YORK
NY
United States
Tel:
212-207-9036
R*****@************M
(Full email address available in API data)
Industry Affiliates
| PHOENIX HOUSING PARTNERS NORTHEAST LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PHOENIX HOUSING PARTNERS WEST LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PRG MANAGEMENT CO LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PRG NATIONAL URBAN FUNDS LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 351 LOS TRES LP, LLC | Real Estate Fund | $44.9M | $0.3M | 10 |
| KEITH KELLY PRESERVATION ASSOCIATES, LLC | Real Estate Fund | $88.2M | $1.0M | 6 |
| MERCED 204 MEMBER LLC | Real Estate Fund | $43.9M | $0.1M | 10 |
| METROPOLITAN WORKFORCE HOUSING FUND LLC | Real Estate Fund | $5.7M | $10.0M | 9 |
| ORLANDO 301 MEMBER LLC | Real Estate Fund | $19.3M | $0.1M | 18 |
| ORLANDO 301 VENTURE LLC | Real Estate Fund | $77.2M | $8.2M | 2 |
| PHOENIX REALTY TAX CREDIT FUND II LP | Real Estate Fund | $13.8M | $1.0M | 5 |
| PHOENIX REALTY TAX CREDIT FUND V, LP | Real Estate Fund | $7.0M | $6.5M | 2 |
| PHOENIX REALTY TAX CREDIT FUND VI LP | Real Estate Fund | $25.5M | $22.6M | 2 |
| PHOENIX REALTY TAX CREDIT FUND VII, LP | Real Estate Fund | $4.4M | $19.0M | 2 |
| PRG 94TH JAMAICA MEMBER, LLC | Real Estate Fund | $165.0M | $1.0M | 2 |
| PRG FUND INVESTORS IV LLC | Real Estate Fund | $0.2M | $1.0M | 8 |
| PRG JAMAICA II QOF, LLC | Real Estate Fund | $229.8M | $0.1M | 10 |
| PRG MULTIFAMILY STRATEGIC VALUE FUND II, LLC | Real Estate Fund | $522.5M | $1.0M | 35 |
| PRG MULTIFAMILY STRATEGIC VALUE FUND, LLC | Real Estate Fund | $123.6M | $1.0M | 30 |
| PRG MULTIFAMILY VALUE ADDED FUND III, LP | Real Estate Fund | $358.5M | $0.1M | 74 |
| WINTER PARK 288 MEMBER LLC | Real Estate Fund | $63.6M | $0.1M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ORGEL, RON, E | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 09/1999 | 25-50% |
| ROSENTHAL, KEITH, BRUCE | Individual | – | MEMBER | 01/2001 | 25-50% |
| HIRMES, ALAN, P | Individual | – | MEMBER & CHIEF FINANCIAL OFFICER | 11/2020 | 10-25% |