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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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.