DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

PHOENIX CAPITAL REALTY ADVISORS, LLC

CRD 161129

ADDISON, TX

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Search this name across graphsid dfx:ria:aad2740a-b0cd-d761-d5c1-6c2ab24fd0b8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 64
Dated events: 5
On other graphs: 1
Observed: Feb 16, 2012 to Mar 31, 2026
23 observations

Across DFX

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

Real Estate Fundsidentity

Phoenix Capital Realty Advisors, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $156MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $156M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $77.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-74334
CRD: 161129
Filings on the tape: 23
First filed: Feb 16, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, TX
Website: pcpre.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEPHEN JAMES MASTOR	n/a	Addison, TX	8	31	1	no
ANDREW FRASER SCOTT	n/a	ADDISON, TX	8	25	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 49

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PHOENIX REAL ESTATE FUND VIII, L.P.	Real Estate Fund	$619M	Apr 30, 2021	255	Mar 31, 2017	dropped	021-296096
PHOENIX REAL ESTATE FUND IX, L.P.	Real Estate Fund	$312M	Apr 30, 2021	262	Mar 29, 2019	dropped	021-325855
PHOENIX REAL ESTATE FUND VI, L.P.	Real Estate Fund	$179M	Apr 30, 2021	150	Mar 25, 2015	dropped	021-219236
PHOENIX CAPITAL REALTY FUND V, LP	Real Estate Fund	$66.4M	Apr 30, 2021	100	Mar 28, 2013	dropped	021-194439
PCIP II COBB HILL	Real Estate Fund	$49.7M	Sep 29, 2017	73	Mar 31, 2017	dropped	021-269906
PHOENIX REAL ESTATE FUND VII, L.P.	Real Estate Fund	$38.7M	Apr 30, 2021	194	Mar 31, 2017	dropped	021-249937
PHOENIX 2010 PARTNERS, L.P.	Real Estate Fund	$25.2M	May 5, 2020	60	Feb 16, 2012	dropped	021-153784
PCIP PORTOFINO	Real Estate Fund	$17.8M	Sep 29, 2017	64	Mar 31, 2017	dropped	021-236049
PCP - WYNNEWOOD, L.P.	Real Estate Fund	$17.5M	Sep 29, 2017	37	Mar 31, 2017	dropped	021-170428
CHAMPION 2012 PARTNERS LP	Real Estate Fund	$15.5M	Apr 30, 2018	53	Feb 16, 2012	dropped	021-170819
PHOENIX 2011 PARTNERS, L.P.	Real Estate Fund	$14.0M	May 8, 2019	44	Feb 16, 2012	dropped	021-157218
PCIP RIVERHILL SERIES	Real Estate Fund	$10.8M	Sep 29, 2017	31	Mar 31, 2017	dropped	021-207442
PCIP HENDERSON	Real Estate Fund	$9.1M	Sep 29, 2017	89	Mar 31, 2017	dropped	021-264044
PHX - AVERY POINTE, L.P.	Real Estate Fund	$8.4M	Sep 29, 2017	22	Mar 31, 2017	dropped	021-283431
PCIP SUGARLOAF	Real Estate Fund	$7.2M	Sep 29, 2017	43	Mar 31, 2017	dropped	021-236051
PCIP GATEWAY PAVILLIONS SERIES	Real Estate Fund	$7.1M	Sep 29, 2017	27	Mar 31, 2017	dropped	021-236043
PCIP FRANKLIN SELF STORAGE	Real Estate Fund	$6.6M	Sep 29, 2017	53	Mar 31, 2017	dropped	021-264045
PCIP PARADISE RIDGE SERIES	Real Estate Fund	$6.6M	Sep 29, 2017	45	Mar 31, 2017	dropped	021-236045
PCIP CAPE HOUSE SERIES	Real Estate Fund	$6.3M	Sep 29, 2017	27	Mar 31, 2017	dropped	021-207439
PHX - SILVERADO, L.P.	Real Estate Fund	$6.3M	Sep 29, 2017	6	Mar 31, 2017	dropped	021-205560
PHX - MCMILLAN CP, L.P.	Real Estate Fund	$6.3M	Sep 29, 2017	23	Mar 31, 2017	dropped	021-182525
PCP - THREE FOUNTAINS, L.P.	Real Estate Fund	$6.1M	Sep 29, 2017	26	Mar 31, 2017	dropped	021-163489
PCIP BROADSTONE HARMONY SERIES	Real Estate Fund	$5.7M	Sep 29, 2017	33	Mar 31, 2017	dropped	021-236046
PCIP II OLD TOWN	Real Estate Fund	$5.6M	Sep 29, 2017	79	Mar 31, 2017	dropped	021-269891
PCIP HARPERS PRESERVE	Real Estate Fund	$5.4M	Sep 29, 2017	39	Mar 31, 2017	dropped	021-242902

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BT ADVISORS, LLC	Member	D	yes	01/2012	Feb 16, 2012	Mar 28, 2024
LYON, RICHARD, DAVID	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	04/2021	Apr 30, 2021	Mar 28, 2024
MASTOR, STEPHEN, JAMES	MANAGING PARTNER	Na	yes	01/2012	Feb 16, 2012	Mar 28, 2024
MASTOR, STEPHEN, JAMES	MANAGING MEMBER	E	yes	07/2011	Feb 16, 2012	Mar 28, 2024
SCOTT, ANDREW, FRASER	MANAGING DIRECTOR OF ACQUISITIONS	Na	yes	01/2012	Feb 16, 2012	Mar 28, 2024
SEA PINES CAPITAL MANAGEMENT, LLC	Member	D	yes	01/2012	Feb 16, 2012	Mar 28, 2024
WILLIAMS, BRUCE, W.	MANAGING MEMBER	E	yes	01/2012	Feb 16, 2012	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PCIM REALTY ADVISORS, LLC	n/a	Asset manager	$1.2B	N	yes	n/a
PHOENIX CAPITAL HOLDINGS IX, LTD	n/a	n/a	n/a	N	yes	n/a
PHOENIX CAPITAL HOLDINGS VIII, LTD	n/a	n/a	n/a	N	yes	n/a
PHOENIX CAPITAL HOLDINGS X, LTD	n/a	n/a	n/a	N	yes	n/a
PHOENIX CAPITAL MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
PHOENIX CAPITAL PARTNERS, LTD	n/a	n/a	n/a	N	yes	n/a
PHOENIX FUND IX GENPAR, L.P.	n/a	n/a	n/a	N	yes	n/a
PHOENIX FUND VIII GENPAR, L.P.	n/a	n/a	n/a	N	yes	n/a
PHOENIX FUND X GENPAR, L.P.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$156M	$156M	19	16	0	n/a	n/a
2024	Mar 31, 2025	$168M	$168M	17	14	0	n/a	n/a
2023	Mar 28, 2024	$233M	$233M	17	14	0	n/a	n/a
2022	Mar 31, 2023	$269M	$269M	16	13	0	n/a	n/a
2021	Mar 30, 2022	$404M	$404M	17	14	0	n/a	n/a
2020	Mar 12, 2021	$1.2B	$1.2B	19	18	0	6	$1.2B
2019	Mar 26, 2020	$1.0B	$1.0B	19	18	0	6	$1.0B
2018	Mar 29, 2019	$1.0B	$1.0B	19	18	0	7	$1.0B
2017	Mar 30, 2018	$883M	$883M	19	18	0	7	$883M
2016	Mar 31, 2017	$955M	$955M	16	14	n/a	47	$955M
2015	Mar 28, 2016	$554M	$554M	14	14	n/a	6	$554M
2014	Mar 25, 2015	$597M	$597M	14	14	n/a	6	$597M
2013	Mar 26, 2014	$509M	$509M	14	14	n/a	5	$479M
2012	Mar 28, 2013	$377M	$377M	13	13	n/a	5	$377M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$156M	$168M	-7.5%	$269M	-16.7%	19	17	0	0

Relationships

Affiliated with (2)

→ PCIM REALTY ADVISORS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← PCIM REALTY ADVISORS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (4)

← STEPHEN JAMES MASTORAdvisorregistration: previous registration
Apr 9, 2012 to Dec 31, 2017factForm ADV
← ANDREW FRASER SCOTTAdvisorregistration: previous registration
Apr 9, 2012 to Dec 31, 2017factForm ADV
← Samuel Chester PerryAdvisorregistration: previous registration
May 15, 2018 to May 17, 2021factForm ADV
← MATTHEW ROBERT OGLEAdvisorregistration: previous registration
May 10, 2018 to Mar 30, 2020factForm ADV

Controls (6)

← MASTOR, STEPHEN, JAMESOwnerMANAGING MEMBER, ownership code E, individual
Feb 16, 2012 to Mar 28, 2024factForm ADV
← SCOTT, ANDREW, FRASEROwnerMANAGING DIRECTOR OF ACQUISITIONS, ownership code NA, individual
Feb 16, 2012 to Mar 28, 2024factForm ADV
← WILLIAMS, BRUCE, W.OwnerMANAGING MEMBER, ownership code E, individual
Feb 16, 2012 to Mar 28, 2024factForm ADV
← LYON, RICHARD, DAVIDOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 30, 2021 to Mar 28, 2024factForm ADV
← BT ADVISORS, LLCOwnerMEMBER, ownership code D, domestic entity
Feb 16, 2012 to Mar 28, 2024factForm ADV
← SEA PINES CAPITAL MANAGEMENT, LLCOwnerMEMBER, ownership code D, domestic entity
Feb 16, 2012 to Mar 28, 2024factForm ADV

Advises (49)

→ PHOENIX REAL ESTATE FUND VIII, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Apr 30, 2021factForm ADV
→ PHOENIX REAL ESTATE FUND VI, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 25, 2015 to Apr 30, 2021factForm ADV
→ PHOENIX REAL ESTATE FUND X, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 12, 2021 to Apr 30, 2021factForm ADV
→ PHOENIX REAL ESTATE FUND IX, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 29, 2019 to Apr 30, 2021factForm ADV
→ PHOENIX CAPITAL REALTY FUND V, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 28, 2013 to Apr 30, 2021factForm ADV
→ PHOENIX REAL ESTATE FUND VII, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Apr 30, 2021factForm ADV
→ PHOENIX 2010 PARTNERS, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 16, 2012 to May 5, 2020factForm ADV
→ PHOENIX 2011 PARTNERS, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 16, 2012 to May 8, 2019factForm ADV
→ CHAMPION 2012 PARTNERS LPPrivate fundReal Estate Fund, IA, no longer reported
Feb 16, 2012 to Apr 30, 2018factForm ADV
→ PHX - AVERY POINTE, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP II TEMPE TOWN LAKEPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP WEST OAKSPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP PORTOFINOPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PHX - SILVERADO, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PHOENIX 2009 PARTNERS, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 16, 2012 to Sep 29, 2017factForm ADV
→ PCIP PARADISE RIDGE SERIESPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PHX - MCMILLAN CP, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP II OLD TOWNPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP CAMPFIRE CROSSINGPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCP - WYNNEWOOD, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP RIVERHILL SERIESPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP BROADSTONE HARMONY SERIESPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP II LOCKWOOD GLENPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP HOUSTON HOTELS I SERIESPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PHX - MCMILLAN CP SIDECAR, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PHX - AVERY POINTE SIDECAR, L.P.Private fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP II ECHELON CASTLE ROCKPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP VANGUARD CLAYTONPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP FARMHOUSEPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
→ PCIP BENTWATER SERIESPrivate fundReal Estate Fund, IA, no longer reported
Mar 31, 2017 to Sep 29, 2017factForm ADV
and 19 more

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
Phoenix Capital Realty Advisors, Llc reported RAUM $269.1M, down 33% from $403.7M (2022-03-30 to 2023-03-31)
Form ADVobserved 5 days ago
$-135M
Occurred
Mar 30, 2022
Regulatory AUM changed
Phoenix Capital Realty Advisors, Llc reported RAUM $403.7M, down 67% from $1.2B (2021-04-30 to 2022-03-30)
Form ADVobserved 5 days ago
$-811M
Occurred
Mar 30, 2022
Control person left
Birdsall Cooper Stuart (Managing Director) no longer on Schedule A of Phoenix Capital Realty Advisors, Llc (listed 2021-04-30, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Apr 30, 2021
Control person left
Chester Samuel Perry (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of Phoenix Capital Realty Advisors, Llc (listed 2021-03-12, absent 2021-04-30)
Form ADVobserved 5 days ago
Occurred
Apr 30, 2021
Control person joined
David Richard Lyon (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of Phoenix Capital Realty Advisors, Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aad2740a-b0cd-d761-d5c1-6c2ab24fd0b8
First observed: Feb 16, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

PHOENIX CAPITAL REALTY ADVISORS, LLC

CRD 161129

ADDISON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aad2740a-b0cd-d761-d5c1-6c2ab24fd0b8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN JAMES MASTOR

n/a

Addison, TX

ANDREW FRASER SCOTT

n/a

ADDISON, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PHOENIX REAL ESTATE FUND VIII, L.P.

Real Estate Fund

$619M

Apr 30, 2021

255

Mar 31, 2017

dropped

021-296096

PHOENIX REAL ESTATE FUND IX, L.P.

Real Estate Fund

$312M

Apr 30, 2021

262

Mar 29, 2019

dropped

021-325855

PHOENIX REAL ESTATE FUND VI, L.P.

Real Estate Fund

$179M

Apr 30, 2021

150

Mar 25, 2015

dropped

021-219236

PHOENIX CAPITAL REALTY FUND V, LP

Real Estate Fund

$66.4M

Apr 30, 2021

100

Mar 28, 2013

dropped

021-194439

PCIP II COBB HILL

Real Estate Fund

$49.7M

Sep 29, 2017

Mar 31, 2017

dropped

021-269906

PHOENIX REAL ESTATE FUND VII, L.P.

Real Estate Fund

$38.7M

Apr 30, 2021

194

Mar 31, 2017

dropped

021-249937

PHOENIX 2010 PARTNERS, L.P.

Real Estate Fund

$25.2M

May 5, 2020

Feb 16, 2012

dropped

021-153784

PCIP PORTOFINO

Real Estate Fund

$17.8M

Sep 29, 2017

Mar 31, 2017

dropped

021-236049

PCP - WYNNEWOOD, L.P.

Real Estate Fund

$17.5M

Sep 29, 2017

Mar 31, 2017

dropped

021-170428

CHAMPION 2012 PARTNERS LP

Real Estate Fund

$15.5M

Apr 30, 2018

Feb 16, 2012

dropped

021-170819

PHOENIX 2011 PARTNERS, L.P.

Real Estate Fund

$14.0M

May 8, 2019

Feb 16, 2012

dropped

021-157218

PCIP RIVERHILL SERIES

Real Estate Fund

$10.8M

Sep 29, 2017

Mar 31, 2017

dropped

021-207442

PCIP HENDERSON

Real Estate Fund

$9.1M

Sep 29, 2017

Mar 31, 2017

dropped

021-264044

PHX - AVERY POINTE, L.P.

Real Estate Fund

$8.4M

Sep 29, 2017

Mar 31, 2017

dropped

021-283431

PCIP SUGARLOAF

Real Estate Fund

$7.2M

Sep 29, 2017

Mar 31, 2017

dropped

021-236051

PCIP GATEWAY PAVILLIONS SERIES

Real Estate Fund

$7.1M

Sep 29, 2017

Mar 31, 2017

dropped

021-236043

PCIP FRANKLIN SELF STORAGE

Real Estate Fund

$6.6M

Sep 29, 2017

Mar 31, 2017

dropped

021-264045

PCIP PARADISE RIDGE SERIES

Real Estate Fund

$6.6M

Sep 29, 2017

Mar 31, 2017

dropped

021-236045

PCIP CAPE HOUSE SERIES

Real Estate Fund

$6.3M

Sep 29, 2017

Mar 31, 2017

dropped

021-207439

PHX - SILVERADO, L.P.

Real Estate Fund

$6.3M

Sep 29, 2017

Mar 31, 2017

dropped

021-205560

PHX - MCMILLAN CP, L.P.

Real Estate Fund

$6.3M

Sep 29, 2017

Mar 31, 2017

dropped

021-182525

PCP - THREE FOUNTAINS, L.P.

Real Estate Fund

$6.1M

Sep 29, 2017

Mar 31, 2017

dropped

021-163489

PCIP BROADSTONE HARMONY SERIES

Real Estate Fund

$5.7M

Sep 29, 2017

Mar 31, 2017

dropped

021-236046

PCIP II OLD TOWN

Real Estate Fund

$5.6M

Sep 29, 2017

Mar 31, 2017

dropped

021-269891

PCIP HARPERS PRESERVE

Real Estate Fund

$5.4M

Sep 29, 2017

Mar 31, 2017

dropped

021-242902

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BT ADVISORS, LLC

Member

yes

01/2012

Feb 16, 2012

Mar 28, 2024

LYON, RICHARD, DAVID

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

04/2021

Apr 30, 2021

Mar 28, 2024

MASTOR, STEPHEN, JAMES

MANAGING PARTNER

yes

01/2012

Feb 16, 2012

Mar 28, 2024

MASTOR, STEPHEN, JAMES

MANAGING MEMBER

yes

07/2011

Feb 16, 2012

Mar 28, 2024

SCOTT, ANDREW, FRASER

MANAGING DIRECTOR OF ACQUISITIONS

yes

01/2012

Feb 16, 2012

Mar 28, 2024

SEA PINES CAPITAL MANAGEMENT, LLC

Member

yes

01/2012

Feb 16, 2012

Mar 28, 2024

WILLIAMS, BRUCE, W.

MANAGING MEMBER

yes

01/2012

Feb 16, 2012

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PCIM REALTY ADVISORS, LLC

n/a

Asset manager

$1.2B

yes

n/a

PHOENIX CAPITAL HOLDINGS IX, LTD

n/a

yes

n/a

PHOENIX CAPITAL HOLDINGS VIII, LTD

n/a

yes

n/a

PHOENIX CAPITAL HOLDINGS X, LTD

n/a

yes

n/a

PHOENIX CAPITAL MANAGEMENT LLC

n/a

yes

n/a

PHOENIX CAPITAL PARTNERS, LTD

n/a

yes

n/a

PHOENIX FUND IX GENPAR, L.P.

n/a

yes

n/a

PHOENIX FUND VIII GENPAR, L.P.

n/a

yes

n/a

PHOENIX FUND X GENPAR, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$156M

n/a

2024

Mar 31, 2025

$168M

n/a

2023

Mar 28, 2024

$233M

n/a

2022

Mar 31, 2023

$269M

n/a

2021

Mar 30, 2022

$404M

n/a

2020

Mar 12, 2021

$1.2B

2019

Mar 26, 2020

$1.0B

2018

Mar 29, 2019

$1.0B

2017

Mar 30, 2018

$883M

2016

Mar 31, 2017

$955M

n/a

$955M

2015

Mar 28, 2016

$554M

n/a

$554M

2014

Mar 25, 2015

$597M

n/a

$597M

2013

Mar 26, 2014

$509M

n/a

$479M

2012

Mar 28, 2013

$377M

n/a

$377M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$156M

$168M

-7.5%

$269M

-16.7%