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Canyon Clo Advisors

SEC-registered adviser since 2015Dallas, TXCRD 226636

$11.9B
AUM
27
Clients
See fees
Fee
55
Advisory staff

From Form ADV filed 28 March 2026 · data retrieved 15 October 2026SEC record

Canyon Clo Advisors is an investment adviser headquartered in Dallas, Texas, and registered with the SEC since 2015. Its clients include pooled investment vehicles.

Fee arrangements include a percentage of assets under management and performance-based fees. Canyon Clo Advisors is owned through a chain of holding companies by Mitchell Julis and Joshua Friedman.

Clients

Canyon Clo Advisors serves 27 clients. The average client has about $441 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles27 clients100%
Show client breakdown
Pooled investment vehicles
Clients
27
Regulatory AUM
$11,912,312,000
Share
100.0%
Avg. per client
$441.2M

Total

Clients
27
Regulatory AUM
$11,912,312,000
Share
100%
Avg. per client
$441.2M

What it does

Canyon Clo Advisors provides other activities. It is paid through a percentage of assets and performance-based fees.

Canyon Clo Advisors provided financial planning to 0 clients last fiscal year and advises 27 private funds.

100.0% of assets ($11.91B across 27 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Canyon Clo Advisors does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$11.91B100%

Ownership and leadership

Canyon Clo Advisors is owned through a chain of holding companies by Mitchell Julis and Joshua Friedman.

Who owns the firm
Canyon Clo Advisors LP· the adviser

  • Canyon Clo GP Co LLC

    Sole member of Canyon Clo Advisors GP Co LLC · Control person · since October 2022

Leadership

  • Luis Silva
    Chief Financial Officer
  • Jonathan Kaplan
    Co-Chief Operating Officer
  • Stacy Silverman
    Co-Chief Operating Officer
  • Douglas Anderson
    Chief Compliance Officer
  • Stephen Cho
    General Counsel
  • Joshua Friedman
    Managing Partner
  • Mitchell Julis
    Managing Partner

Staff

  • 161 employees
  • 55 in advisory functions
  • 21 broker-dealer reps

Fees

Canyon Clo Advisors is paid through a percentage of assets under management and performance-based fees.

Canyon Clo Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Canyon Clo Advisors has 2 offices, with 2 listed addresses across 2 states.

Listed office addresses by state

Texas · 1 listed address

  • 2728 North Harwood Street, 2nd Floor, DallasHQ

Registration details

Legal name
Canyon Clo Advisors LP
Headquarters
2728 North Harwood Street, 2nd Floor, Dallas, TX 75201
Phone
214-253-6000
Website
Not reported
SEC file
801-100453
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Canyon Clo Advisors have?

Canyon Clo Advisors has 27 clients and manages $11.9 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026

What services does Canyon Clo Advisors offer?

Canyon Clo Advisors provides other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Canyon Clo Advisors have?

Canyon Clo Advisors has 0 investment adviser representatives registered with state securities authorities, out of 161 employees, and 55 perform investment advisory functions. 21 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Canyon Clo Advisors?

Canyon Clo Advisors is owned through a chain of holding companies by Mitchell Julis and Joshua Friedman.

Source: Form ADV Part 1A, Schedules A and B, filed 28 March 2026

How does Canyon Clo Advisors get paid?

Canyon Clo Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 28 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 226636.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Canyon Clo Advisors LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.