Private fund adviser · Dallas, TX
Aecom-Canyon Partners Real Estate Fund Advisors LLC
SEC-registered investment adviser · CRD 297526 · SEC 801-113602
At a glance
Aecom-Canyon Partners Real Estate Fund Advisors LLC is an SEC-registered investment adviser based in Dallas, Texas, with $537 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,950th of 4,686 private fund advisers and 7,540th of 17,210 SEC-registered advisers by assets.
Main office 214-253-6000aecomcanyon.comAs filed on Form ADV
- Regulatory AUM
- $537M
- Rank among private fund advisers
- #2,950 of 4,686
- Rank among all SEC RIAs
- #7,540 of 17,210
- Rank in Texas
- #488 of 1,081
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 128
- Advisory staff
- 26
- Offices
- 3
Owners and executives on its Form ADV
- Mitchell R. JulisDirector; Member of Investment Committee
- Joshua S. FriedmanDirector; Member of Investment Committee
- Douglas A. AndersonChief Compliance Officer
- Warren D. WachsbergerMember of Investment Committee
- Robin O PottsMember of Investment Committee
Custody and brokerage
Custodian
Aecom-Canyon Partners Real Estate Fund Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Aecom-Canyon Partners Real Estate Fund Advisors LLC is a hybrid RIA: 21 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: CP Investments, LLC.
- CP Investments, LLC ↗CRD 24029
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names CP Investments as the broker-dealer its advisers are registered with.
CPRE’s principals are also principals and registered representatives of CP Investments.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $537M | 100% |
Private funds
Aecom-Canyon Partners Real Estate Fund Advisors LLC reports 3 private funds with $537M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Aecom-Canyon Partners Real Estate Fund Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗aecomcanyon.com ↗
AtlasMembers
The full record on Aecom-Canyon Partners Real Estate Fund Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,280 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Aecom-Canyon Partners Real Estate Fund Advisors LLC manage?
Aecom-Canyon Partners Real Estate Fund Advisors LLC reports $537 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Aecom-Canyon Partners Real Estate Fund Advisors LLC?
Aecom-Canyon Partners Real Estate Fund Advisors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Aecom-Canyon Partners Real Estate Fund Advisors LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($537 million, 3 clients).
Does Aecom-Canyon Partners Real Estate Fund Advisors LLC manage private funds?
Yes. It reports 3 private funds with $537 million in gross assets, including real estate funds.
Does Aecom-Canyon Partners Real Estate Fund Advisors LLC have any disciplinary history?
Aecom-Canyon Partners Real Estate Fund Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Aecom-Canyon Partners Real Estate Fund Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →