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P••• S•••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(1)dropped

P••• S•••••

advised by PHOENIX CAPITAL REALTY ADVISORS, LLC

Texas, United States

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Search this name across graphsid dfx:ria:9b274526-ae12-33bf-d3e6-1525cff56625

Data as of Sep 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2017 to Sep 29, 2017
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

P••• S•••••

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: PHOENIX CAPITAL REALTY ADVISORS, LLCCRD 161129
Fund type: Real Estate Fund
Latest reported GAV: $4.6Mgross asset value on Schedule D 7.B(1), as of 2017-09-29; never fund size
Peak reported GAV: $4.6M
Beneficial owners: 75
Minimum investment: $25,000
Owned by the adviser: 300%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 29, 2017	$4.6M	75

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
TEXAS CAPITAL BANK	TEXAS CAPITAL BANCSHARES, INC.	Dallas	Texas	United States	no	n/a

Relationships

Advises (1)

← PHOENIX CAPITAL REALTY ADVISORS, LLCRegistered adviserReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b274526-ae12-33bf-d3e6-1525cff56625
First observed: Mar 31, 2017
Last observed: Sep 29, 2017 109 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.