Aecom Canyon Partners Real Estate Fund Advisors LLC (Los Angeles)

Aecom Canyon Partners Real Estate Fund Advisors LLC is a large advisory firm based in Los Angeles. It manages $180.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and New York.

Aecom Canyon Partners Real Estate Fund Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aecom Canyon Partners Real Estate Fund Advisors: assets under management

The assets under management (AUM) of Aecom Canyon Partners Real Estate Fund Advisors LLC is $180.4 million, all of which is managed in discretionary accounts. $180.4 million of the total AUM is attributable to clients outside of the United States.

The firm manages $180.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.4 million each.

Aecom Canyon Partners Real Estate Fund Advisors has custody of $180.4 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aecom Canyon Partners Real Estate Fund Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Aecom Canyon Partners Real Estate Fund Advisors serves?

The only and largest group of clients of Aecom Canyon Partners Real Estate Fund Advisors is pooled investment vehicles with 1 clients and $180.4 million of assets under management. Among the 11 most similar advisory firms, Aecom Canyon Partners Real Estate Fund Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $180.4 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Aecom Canyon Partners Real Estate Fund Advisors also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Aecom Canyon Partners Real Estate Fund Advisors LLC

The company employs 151 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Ralph Julis	Managing member	1 Mar 2018	Other	1223735
Joshua Stephan Friedman	Managing partner	1 Mar 2018	Other	1315528
Douglas Anthony Anderson	Chief compliance officer	1 Mar 2018	Other	5079532
Canyon Partners Real Estate Llc	Member	1 Mar 2018	75% - 100%	107880
Robin O Potts	Member of investment committee	1 Mar 2018	Other	4831491
Maria Stamolis	Member of investment committee	1 Mar 2018	Other	6561158
Llc Aecom Capital Real Estate	Member	1 Sep 2018	50% - 75%	298333
Glenn Roy Robson	Director; member of investment committee	1 Sep 2018	Other	1956924
Timothy Dean Haskin	Director; member of investment committee	1 Sep 2018	Other	6996288
Edward Meyer Fentin	Member of investment committee	1 Sep 2018	Other	4685853
Warren David Wachsberger	Member of investment committee	1 Sep 2018	Other	6996301

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Julis Family Limited Partnership	Member	1 Jan 2009	50% - 75%	95-4687863
The Joshua S. Friedman Family Limited Partnership	Member	1 Jan 2009	50% - 75%	95-4687862
Aecom	Shareholder	1 Jan 2013	75% - 100%	61-1088522
Inc. Aecom Capital	Shareholder	1 Feb 2018	75% - 100%	46-1903320

Based in Los Angeles

The principal office where Aecom Canyon Partners Real Estate Fund Advisors LLC performs its advisory services is located at 2000 Avenue Of The Stars, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310 272 1000 or by fax 310 272 1100. The normal business hours are 8 am to 5 pm on Monday - Friday.