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PHOENIX REALTY GROUP, LLC

PHOENIX REALTY GROUP LLC

CRD 160249 · SEC 801-74246

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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410 PARK AVENUE, SUITE 600, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.5M

Discretionary AUM

$58.2M

Team

17 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles15$208.5M

States served

CA, NY

All web addresses on file

Official SEC filing: View on IAPD