Aecom-Canyon Partners Real Estate Fund Advisors LLC
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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
Number of Advisors
Disclosures
Office Location
Aecom-Canyon Partners Real Estate Fund Advisors LLC by the Numbers
$582.7 million
157
3
$194.2 million
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
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
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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