Aecom-Canyon Partners Real Estate Fund Advisors LLC

CRD#297526
Investment Advisor Firm

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Learn more about Aecom-Canyon Partners Real Estate Fund Advisors LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Aecom-Canyon Partners Real Estate Fund Advisors LLC is a financial advisory company based in Dallas, Texas. Aecom-Canyon Partners Real Estate Fund Advisors LLC administers $582.7 million in assets throughout three client accounts, making it one of the larger firms in the country by assets under management (AUM). The firm has a large group, including 40 financial advisors. Aecom-Canyon Partners Real Estate Fund Advisors LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.

    Aecom-Canyon Partners Real Estate Fund Advisors LLC oversees all of the company's client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without requiring the client's authorization. The advisory firm manages an average of $194.2 million in assets for each account. The typical advisor at Aecom-Canyon Partners Real Estate Fund Advisors LLC oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.

    The firm's main office is at 2728 North Harwood Street, Dallas, Texas 75201. It is registered to serve investors throughout a few states, including California and Texas.

    Assets Under Management

    $582.7 million

    Number of Advisors

    40

    Disclosures

    No

    Office Location

    2728 North Harwood Street
    Dallas, TX 75201

    Aecom-Canyon Partners Real Estate Fund Advisors LLC by the Numbers

    Total Assets Under Management

    $582.7 million

    National Average: $8.6 billion
    Total Number of Employees

    157

    National Average: 64
    Total Number of Accounts

    3

    National Average: 375,227
    Average Account Size

    $194.2 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice largely are based on which services the firm provides the client. Fees billed by the firm most likely include some combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to pooled investment vehicles. Out of its three clients, Aecom-Canyon Partners Real Estate Fund Advisors LLC's biggest client is pooled investment vehicles. None of its accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Aecom-Canyon Partners Real Estate Fund Advisors LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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