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 Clo Advisors LP

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 226636SEC 801-100453IAPD
Latest filing Mar 28, 2026
First filing on the tape Jun 25, 2015 · 27 filings
SEC status approved since Jul 2, 2015
RAUM
$12B
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
161
55 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
27
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$12B as of Mar 28, 2026
Mar 29, 2016$96.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 29, 20160 then
Employees (5.A)161 as of Mar 28, 2026
Mar 29, 2016140 then
Private funds27 as of Mar 28, 2026
Mar 29, 20172 then
RAUM +27% over the last fiscal year+17% a year over threeIARs 0 to 0offices 1 to 2
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
$441MderivedRAUM 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
+27%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
otherreportedItem 5.G
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)
  • 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$12B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
27reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
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
      18 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Canyon Clo 2020-1, LtdSecuritized Asset Fund$598M1Mar 24, 2021
      Canyon Clo 2019-2, LtdSecuritized Asset Fund$525M1Mar 28, 2020
      Canyon Clo 2020-3, LtdSecuritized Asset Fund$501M1Mar 24, 2021
      Canyon Clo 2021-4, LtdSecuritized Asset Fund$500M1Mar 29, 2022
      Canyon Clo 2021-3, Ltd.Securitized Asset Fund$500M1Feb 23, 2022
      Canyon Clo 2022-1, Ltd.Securitized Asset Fund$500M3Mar 23, 2023
      Canyon Clo 2018-1, LtdSecuritized Asset Fund$491M3Mar 28, 2018
      Canyon Clo 2020-2, LtdSecuritized Asset Fund$451M1Mar 24, 2021
      Canyon Clo 2016-2, LtdSecuritized Asset Fund$444M2Mar 29, 2017
      Canyon Clo 2016-1, LtdSecuritized Asset Fund$438M2Mar 29, 2017
      Canyon Clo 2021-2 LtdSecuritized Asset Fund$410M1Feb 23, 2022
      Canyon Euro Clo 2022-1 Designated Activity CompanySecuritized Asset Fund$403M1Mar 23, 2023
      Canyon Clo 2022-2, Ltd.Securitized Asset Fund$400M2Mar 23, 2023
      Canyon Clo 2023-1, Ltd.Securitized Asset Fund$400M1Mar 21, 2024
      Canyon Clo 2021-1 LtdSecuritized Asset Fund$399M1Feb 23, 2022
      Canyon Clo 2019-1, Ltd.Securitized Asset Fund$398M11Mar 28, 2020
      Canyon Clo 2012-1r, LtdSecuritized Asset Fund$393M2Mar 18, 2014
      Canyon Clo 2017-1, LtdSecuritized Asset Fund$388M2Mar 28, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • Anthony Douglas Anderson · Chief Compliance Officercontrol
        since 04/2015 · owns less than 5%
      • Stephan Joshua Friedman · Managing Partnercontrol
        since 04/2015 · owns less than 5%
      • Ralph Mitchell Julis · Managing Partnercontrol
        since 04/2015 · owns less than 5%
      • Matthew Jonathan Kaplan · Chief Operating Officercontrol
        since 04/2015 · owns less than 5%
      • Stephan Joshua Friedman · Member/Manager And Trusteecontrol
        since 12/2018 · owns 50% to 75% of Pumada LLC
      • Ralph Mitchell Julis · Member/Manager And Trusteecontrol
        since 12/2018 · owns 50% to 75% of Soldiers Field Park Products LLC
      • Peter Stephen Cho · General Counsel
        since 10/2022 · owns less than 5%
      • Alejandro Luis Silva · Chief Financial Officer
        since 01/2021 · owns less than 5%
      • Cari Beth Friedman · Trustee
        since 05/1998 · owns F of Joshua And Beth Friedman Trust
      • Joleen Linda Julis · Trustee
        since 12/2018 · owns F of Mitchell And Linda Joleen Trust
      Entity owners
      • Canyon Clo Advisors Gp Co LLC · General Partner
        direct · owns 75% or more
      • Canyon Capital Advisors LLC · Sole Managing Member
        indirect · owns F of Canyon Clo Gp Co LLC
      • Canyon Clo Gp Co LLC · Sole Member
        indirect · owns F of Canyon Clo Advisors Gp Co LLC
      • Canyon Holdco LLC · Managing Member
        indirect · owns 75% or more of Cp New Co LLC
      • Cp New Co LLC · Managing Member
        indirect · owns 75% or more of Canyon Capital Advisors LLC
      • Fcp Asset Holdings LLC · Owner
        indirect · owns 50% to 75% of Canyon Holdco LLC
      • Ionnina And Arta Investments LLC · Owner
        indirect · owns 50% to 75% of Canyon Holdco LLC
      • Pumada LLC · Manager And Member
        indirect · owns F of Fcp Asset Holdings LLC
      • Soldiers Field Park Products LLC · Manager And Member
        indirect · owns F of Ionnina And Arta Investments LLC
      • Joshua And Beth Friedman Trust · Member
        indirect · owns 50% to 75% of Fcp Asset Holdings LLC
      • Mitchell And Linda Joleen Trust · Member
        indirect · owns 50% to 75% of Ionnina And Arta Investments LLC
      Related persons
      Schedule D 7.A
      Advisers that list Canyon Clo Advisors LP as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Los Angeles, CA13 employees
      What changed
      consecutive filings, newest first
      • Accounts · 21 to 27
        Aug 5, 2025 to Mar 28, 2026
      • Advisory employees · 48 to 55
        Aug 5, 2025 to Mar 28, 2026
      • BD registered reps · 22 to 21
        Aug 5, 2025 to Mar 28, 2026
      • Pooled vehicle clients · 21 to 27
        Aug 5, 2025 to Mar 28, 2026
      • Other offices · 1 to 2
        Aug 5, 2025 to Mar 28, 2026
      • Private funds · 21 to 27
        Aug 5, 2025 to Mar 28, 2026
      • Discretionary RAUM · $9.4B to $12B
        Aug 5, 2025 to Mar 28, 2026
      • Pooled vehicle RAUM · $9.4B to $12B
        Aug 5, 2025 to Mar 28, 2026
      • RAUM · $9.4B to $12B
        Aug 5, 2025 to Mar 28, 2026
      • Financial planning clients · 0 to 0
        May 30, 2025 to Aug 5, 2025
      • Accounts · 18 to 21
        Jun 4, 2024 to Mar 29, 2025
      • Advisory employees · 47 to 48
        Jun 4, 2024 to Mar 29, 2025
      • BD registered reps · 15 to 22
        Jun 4, 2024 to Mar 29, 2025
      • Pooled vehicle clients · 18 to 21
        Jun 4, 2024 to Mar 29, 2025
      • Employees · 158 to 161
        Jun 4, 2024 to Mar 29, 2025
      • Private funds · 18 to 21
        Jun 4, 2024 to Mar 29, 2025
      • Discretionary RAUM · $8.1B to $9.4B
        Jun 4, 2024 to Mar 29, 2025
      • Pooled vehicle RAUM · $8.1B to $9.4B
        Jun 4, 2024 to Mar 29, 2025
      • RAUM · $8.1B to $9.4B
        Jun 4, 2024 to Mar 29, 2025
      • Accounts · 17 to 18
        Mar 23, 2023 to Mar 21, 2024
      • Advisory employees · 42 to 47
        Mar 23, 2023 to Mar 21, 2024
      • BD registered reps · 24 to 15
        Mar 23, 2023 to Mar 21, 2024
      • Pooled vehicle clients · 17 to 18
        Mar 23, 2023 to Mar 21, 2024
      • Private funds · 17 to 18
        Mar 23, 2023 to Mar 21, 2024
      • Discretionary RAUM · $7.5B to $8.1B
        Mar 23, 2023 to Mar 21, 2024
      • Pooled vehicle RAUM · $7.5B to $8.1B
        Mar 23, 2023 to Mar 21, 2024
      • RAUM · $7.5B to $8.1B
        Mar 23, 2023 to Mar 21, 2024
      • Accounts · 14 to 17
        Oct 12, 2022 to Mar 23, 2023
      • Advisory employees · 44 to 42
        Oct 12, 2022 to Mar 23, 2023
      • Business name · CANYON CLO ADVISORS LLC to CANYON CLO ADVISORS LP
        Oct 12, 2022 to Mar 23, 2023
      • Pooled vehicle clients · 14 to 17
        Oct 12, 2022 to Mar 23, 2023
      • Employees · 156 to 158
        Oct 12, 2022 to Mar 23, 2023
      • Legal name · CANYON CLO ADVISORS LLC to CANYON CLO ADVISORS LP
        Oct 12, 2022 to Mar 23, 2023
      • Private funds · 14 to 17
        Oct 12, 2022 to Mar 23, 2023
      • Discretionary RAUM · $6.5B to $7.5B
        Oct 12, 2022 to Mar 23, 2023
      • Pooled vehicle RAUM · $6.5B to $7.5B
        Oct 12, 2022 to Mar 23, 2023
      • RAUM · $6.5B to $7.5B
        Oct 12, 2022 to Mar 23, 2023
      • Succession · true to false
        Oct 12, 2022 to Mar 23, 2023
      • Organization form · Limited Liability Company to Limited Partnership
        Sep 2, 2022 to Oct 12, 2022
      • Succession · false to true
        Sep 2, 2022 to Oct 12, 2022
      Signals
      9 dated events
      • Canyon Clo Advisors Lp reported RAUM $11.9B, up 27% from $9.4B (2025-08-05 to 2026-03-28)
        Mar 28, 2026 · RAUM change · derived
      • Canyon Clo Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Oct 12, 2022 · Succession (Item 4) · fact
      • Canyon Clo Advisors Lp reported RAUM $6.5B, up 45% from $4.5B (2022-02-23 to 2022-03-29)
        Mar 29, 2022 · RAUM change · derived
      • Paul John Plaga (Chief Financial Officer) no longer on Schedule A of Canyon Clo Advisors Lp (listed 2021-03-24, absent 2021-03-25)
        Mar 25, 2021 · Control person left · inference
      • Canyon Clo Advisors Lp reported RAUM $4.5B, up 37% from $3.3B (2020-08-19 to 2021-03-24)
        Mar 24, 2021 · RAUM change · derived
      • Canyon Clo Advisors Lp reported RAUM $3.3B, up 33% from $2.5B (2019-04-30 to 2020-03-28)
        Mar 28, 2020 · RAUM change · derived
      • Canyon Clo Advisors Lp reported RAUM $2.5B, up 73% from $1.4B (2018-03-28 to 2019-03-25)
        Mar 25, 2019 · RAUM change · derived
      • Canyon Clo Advisors Lp reported RAUM $1.4B, up 51% from $945.3M (2017-03-29 to 2018-03-28)
        Mar 28, 2018 · RAUM change · derived
      • Canyon Clo Advisors Llc filed its initial SEC registration (Form ADV)
        Jun 25, 2015 · First SEC registration · fact
      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
      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