DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Canyon Partners Real Estate LLC
Latest filing Mar 28, 2026
First filing on the tape Mar 30, 2012 · 39 filings
SEC status approved since Jun 18, 1998
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
198
80 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
23
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$2.9B as of Mar 28, 2026
Mar 30, 2012$2.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 30, 20120 then
Employees (5.A)198 as of Mar 28, 2026
Mar 28, 2013106 then
Private funds23 as of Mar 28, 2026
Mar 30, 201212 then
RAUM -11% over the last fiscal year+0.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 28, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $127MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $2.9B, 23 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.9B for 23 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=21.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Cred III Master Fund LP | Real Estate Fund | $636M | 49 | Mar 23, 2023 |
| Ccf III, LLC | Real Estate Fund | $592M | 2 | Mar 29, 2021 |
| Canyon Laurel Master Fund II L.P. | Real Estate Fund | $590M | 161 | Mar 28, 2020 |
| Ccf III | Real Estate Fund | $491M | 2 | Apr 16, 2024 |
| Canyon-Agassi Charter School Facility Fund L.P.no longer reported | Real Estate Fund | $201M | 152 | Mar 30, 2012 |
| Cacsff Reitno longer reported | Real Estate Fund | $200M | 125 | Mar 30, 2012 |
| Canyon Laurel Master Fund L.P. | Real Estate Fund | $140M | 128 | Mar 29, 2018 |
| Canyon Catalyst Fund LLC | Real Estate Fund | $129M | 2 | Mar 28, 2013 |
| Ccp2020 LLC | Real Estate Fund | $109M | 2 | Mar 29, 2021 |
| Cred III K (Cayman) LP | Real Estate Fund | $50.2M | 1 | Mar 23, 2023 |
| Canyon Ozf Fillmore L.P. | Real Estate Fund | $47.2M | 36 | Mar 28, 2020 |
| Canyon Ozf Symphony Park L.P. | Real Estate Fund | $39.8M | 36 | Mar 28, 2020 |
| Canyon Ozf Academy Reno L.P. | Real Estate Fund | $38.4M | 45 | Mar 29, 2022 |
| Canyon Ozf Douglass L.P. | Real Estate Fund | $37.0M | 42 | Mar 29, 2022 |
| Canyon-Johnson Urban Fund L.P.no longer reported | Real Estate Fund | $34.8M | 21 | Mar 30, 2012 |
| Canyon Ozf Riverside L.P. | Real Estate Fund | $33.1M | 33 | Mar 28, 2020 |
| Canyon Ozf Abernethy Lofts L.P. | Real Estate Fund | $32.9M | 39 | Mar 25, 2024 |
| Canyon Ozf Burien L.P. | Real Estate Fund | $30.9M | 39 | Mar 29, 2022 |
| Canyon Ozf Tigard L.P. | Real Estate Fund | $28.6M | 28 | Mar 28, 2020 |
| Canyon Ozf 19s L.P. | Real Estate Fund | $28.2M | 37 | Mar 28, 2020 |
| Canyon Psr III LLCno longer reported | Real Estate Fund | $25.5M | 2 | Mar 30, 2012 |
| Canyon Ozf Lynnwood L.P. | Real Estate Fund | $24.8M | 33 | Mar 28, 2020 |
| Canyon Ozf Cathedral Square L.P. | Real Estate Fund | $22.5M | 18 | Mar 29, 2021 |
| Canyon Ozf Union L.P. | Real Estate Fund | $21.2M | 35 | Mar 29, 2022 |
| Canyon Multifamily Impact Fund II LLCno longer reported | Real Estate Fund | $17.4M | 2 | Mar 29, 2016 |
| Canyon Ozf Nevins (P And Q) | Real Estate Fund | $10.5M | 11 | Mar 29, 2022 |
| Canyon Mutlifamily Impact Fund III LLC | Real Estate Fund | $4.7M | 2 | Mar 29, 2018 |
| Canyon Multifamily Impact Fund IV LLC | Real Estate Fund | $3.0M | 2 | Mar 28, 2020 |
| Canyon Multifamily Impact Fund LLCno longer reported | Real Estate Fund | $2.2M | 2 | Mar 27, 2014 |
| Canyon-Johnson Urban Fund II L.P.no longer reported | Real Estate Fund | $2.1M | 27 | Mar 30, 2012 |
| Canyon Value Opportunity Fund L.P.no longer reported | Real Estate Fund | $1.4M | 6 | Mar 30, 2012 |
| Canyon Psr LLCno longer reported | Real Estate Fund | $924,000 | 2 | Mar 30, 2012 |
| Canyon-Johnson Urban Fund III L.P. | Real Estate Fund | $289,985 | 30 | Mar 30, 2012 |
| Canyon Psr II LLCno longer reported | Real Estate Fund | $167,109 | 2 | Mar 30, 2012 |
| Canyon Love Field Investors L.P.no longer reported | Real Estate Fund | $97,234 | 15 | Mar 30, 2012 |
| Gpe Holdco LLCno longer reported | Real Estate Fund | $75,631 | 4 | Mar 29, 2016 |
| Cjuf II Destination Co-Invest Fund, L.P.no longer reported | Real Estate Fund | $57,745 | 28 | Mar 30, 2012 |
| Cal-Smart, L.L.C.no longer reported | Real Estate Fund | $5,442 | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Stephan Joshua Friedman · Managing Partnercontrolsince 12/2001 · owns less than 5%
- Ralph Mitchell Julis · Managing Partnercontrolsince 12/2001 · owns less than 5%
- Stephan Joshua Friedman · Member/Manager And Trusteecontrolsince 01/2020 · owns 50% to 75% of Pumada LLC
- Ralph Mitchell Julis · Manager/Member And Trusteecontrolsince 12/2018 · owns 50% to 75% of Soldiers Field Park Products LLC
- Anthony Douglas Anderson · Chief Compliance Officersince 11/2013 · owns less than 5%
- Peter Stephen Cho · General Counselsince 10/2022 · owns less than 5%
- Matthew Jonathan Kaplan · Chief Operating Officersince 08/2007 · owns less than 5%
- Sheriden Mansfeld · Chief Financial Officersince 11/2006 · owns less than 5%
- O Robin Potts · Co-Head Of Real Estate Investmetns, Director Of Acquisitionssince 09/2015 · owns less than 5%
- Alejandro Luis Silva · Chief Financial Officer - Canyon Partnerssince 01/2021 · owns less than 5%
- Cari Beth Friedman · Trusteesince 05/1998 · owns F of Joshua And Beth Friedman Trust
- Joleen Linda Julis · Trusteesince 12/2018 · owns F of Mitchell And Linda Joleen Trust
Entity owners
- Cp New Co LLC · Managing Memberdirect · owns 75% or more
- Canyon Holdco LLC · Managing Memberindirect · owns 75% or more of Cp New Co LLC
- Fcp Asset Holdings LLC · Ownerindirect · owns 50% to 75% of Canyon Holdco LLC
- Ionnina And Arta Investments LLC · Ownerindirect · owns 50% to 75% of Canyon Holdco LLC
- Pumada LLC · Manager And Memberindirect · owns F of Canyon Holdco LLC
- Soldiers Field Park Products LLC · Manager And Memberindirect · owns F of Canyon Holdco LLC
- Joshua And Beth Friedman Trust · Memberindirect · owns 50% to 75% of Fcp Asset Holdings LLC
- Mitchell And Linda Joleen Trust · Memberindirect · owns 50% to 75% of Ionnina And Arta Investments LLC
Related persons
Schedule D 7.A
- Aecom-Canyon Partners Real Estate Fund Advisors LLCinvestment adviseryRAUM $537M
- Canyon Capital (Japan) K. K.investment advisern
- Canyon Capital Advisors (Europe) Limitedinvestment advisern
- Canyon Capital Advisors LLCinvestment advisernRAUM $12B
- Canyon Clo Advisors LPinvestment advisernRAUM $12B
- Canyon Overseas Investment Fund Management (Shanghai) Co., Ltdinvestment advisern
- Cp Investments LLCbroker-dealern
- River Canyon Fund Management LLCinvestment advisernRAUM $2.1B
Advisers that list Canyon Partners Real Estate LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY7 employees
- Los Angeles, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 25 to 23Aug 5, 2025 to Mar 28, 2026
- Advisory employees · 77 to 80Aug 5, 2025 to Mar 28, 2026
- BD registered reps · 22 to 21Aug 5, 2025 to Mar 28, 2026
- Pooled vehicle clients · 25 to 23Aug 5, 2025 to Mar 28, 2026
- Assets in custody · $3.3B to $2.9BAug 5, 2025 to Mar 28, 2026
- Employees · 208 to 198Aug 5, 2025 to Mar 28, 2026
- Private funds · 25 to 23Aug 5, 2025 to Mar 28, 2026
- Discretionary RAUM · $3.3B to $2.9BAug 5, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $3.3B to $2.9BAug 5, 2025 to Mar 28, 2026
- RAUM · $3.3B to $2.9BAug 5, 2025 to Mar 28, 2026
- Accounts · 21 to 25Jun 4, 2024 to Mar 31, 2025
- Advisory employees · 30 to 77Jun 4, 2024 to Mar 31, 2025
- BD registered reps · 15 to 22Jun 4, 2024 to Mar 31, 2025
- Pooled vehicle clients · 21 to 25Jun 4, 2024 to Mar 31, 2025
- Assets in custody · $2.5B to $3.3BJun 4, 2024 to Mar 31, 2025
- Employees · 138 to 208Jun 4, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 4, 2024 to Mar 31, 2025
- Private funds · 21 to 25Jun 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.5B to $3.3BJun 4, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.5B to $3.3BJun 4, 2024 to Mar 31, 2025
- RAUM · $2.5B to $3.3BJun 4, 2024 to Mar 31, 2025
- Private funds · 20 to 21Mar 25, 2024 to Apr 16, 2024
- Accounts · 26 to 21May 5, 2023 to Mar 25, 2024
- Advisory employees · 32 to 30May 5, 2023 to Mar 25, 2024
- BD registered reps · 24 to 15May 5, 2023 to Mar 25, 2024
- Corporate clients · 3.0 to unsetMay 5, 2023 to Mar 25, 2024
- Pooled vehicle clients · 22 to 21May 5, 2023 to Mar 25, 2024
- Assets in custody · $2.8B to $2.5BMay 5, 2023 to Mar 25, 2024
- Employees · 140 to 138May 5, 2023 to Mar 25, 2024
- Private funds · 22 to 20May 5, 2023 to Mar 25, 2024
- Discretionary RAUM · $2.8B to $2.5BMay 5, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $2.8B to $2.5BMay 5, 2023 to Mar 25, 2024
- RAUM · $2.8B to $2.5BMay 5, 2023 to Mar 25, 2024
- Accounts · 24 to 26Jan 13, 2023 to Mar 23, 2023
- Advisory employees · 28 to 32Jan 13, 2023 to Mar 23, 2023
- BD registered reps · 19 to 24Jan 13, 2023 to Mar 23, 2023
- Pooled vehicle clients · 20 to 22Jan 13, 2023 to Mar 23, 2023
- Assets in custody · $2.6B to $2.8BJan 13, 2023 to Mar 23, 2023
- Employees · 128 to 140Jan 13, 2023 to Mar 23, 2023
- Private funds · 20 to 22Jan 13, 2023 to Mar 23, 2023
Signals
3 dated events
- Canyon Partners Real Estate Llc reported RAUM $3.3B, up 28% from $2.5B (2024-06-04 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Canyon Partners Real Estate Llc reported RAUM $2.4B, up 35% from $1.8B (2020-08-19 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Canyon Partners Real Estate Llc reported RAUM $1.8B, up 33% from $1.4B (2019-03-29 to 2020-03-28)Mar 28, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- CANYONPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214 253 6000reportedpublic record, Form ADV, Mar 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Canyon Partners Real Estate LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…