Canyon Partners Real Estate LLC
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Overview
Canyon Partners Real Estate LLC is an advisory firm headquartered in Dallas, Texas. The firm has $2.8 billion in total assets across 26 accounts, making it one of the biggest firms in the country by assets under management (AUM). It has a large team, including 32 financial advisors. Canyon Partners Real Estate LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and equities.
Canyon Partners Real Estate LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without needing to seek the customer's consent. The investment advisory firm oversees about $109.5 million in assets for each account. The average advisor at Canyon Partners Real Estate LLC administers fewer than one client account, placing it among the most personalized firms in the country.
Canyon Partners Real Estate LLC's headquarters is at 2728 North Harwood Street, Dallas, Texas 75201. Canyon Partners Real Estate LLC is registered to serve customers throughout a number of states, including California, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Canyon Partners Real Estate LLC by the Numbers
$2.8 billion
140
26
$109.5 million
Products and Services
Canyon Partners Real Estate LLC offers multiple financial services, which can include portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm is not involved in selling products or offering services apart from investment advisory services to its investment advisory clients. Canyon Partners Real Estate LLC is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on the financial services offered. However, fee types billed by the firm can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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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
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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
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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
Canyon Partners Real Estate LLC works with pooled investment vehicles, insurance companies and corporations. Out of its 26 customers, Canyon Partners Real Estate LLC's biggest client group by number of accounts is pooled investment vehicles. None of its customers are represented by non-U.S. persons.
- 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
Canyon Partners Real Estate LLC does not have any disclosures.
Please visit its Form ADV for more details.
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