{"url":"https://nivawealth.com/firms/canyon-clo-advisors-226636","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/226636","regulatoryAum":11912312000,"crd":"226636","secFileNumber":"801-100453","legalName":"Canyon Clo Advisors LP","displayName":"Canyon Clo Advisors","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"2728 North Harwood Street, 2nd Floor","city":"Dallas","state":"TX","stateName":"Texas","country":"United States","postalCode":"75201"},"tradeNames":[],"registration":{"secApproved":"2 July 2015","noticeFilings":0,"latestNoticeFiling":null,"inventory":{"sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_10_15_2026.xml.gz","sourceAsOf":"2026-10-15","retrievedAt":"2026-10-16T03:16:53.781384+00:00","noticeFilings":[],"registrationStatus":[{"status":"Approved","jurisdiction":"SEC","effectiveDate":"2015-07-02"}]}},"wealthAumPerClient":null,"staff":{"employees":161,"advisory":55,"brokerDealerReps":21,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11912312000,"discretionaryAccounts":27,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":27,"regulatoryAum":11912312000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"not_processed","checkedAt":"2026-10-16T07:50:17.646495+00:00","documents":[{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030332","versionId":1030332,"submittedOn":null}]},"custodians":[],"custodyNote":"Canyon Clo Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Luis Silva","title":"Chief Financial Officer","crd":"7325918"},{"name":"Jonathan Kaplan","title":"Co-Chief Operating Officer","crd":"5506077"},{"name":"Stacy Silverman","title":"Co-Chief Operating Officer","crd":"5162029"},{"name":"Douglas Anderson","title":"Chief Compliance Officer","crd":"5079532"},{"name":"Stephen Cho","title":"General Counsel","crd":"5716604"},{"name":"Joshua Friedman","title":"Managing Partner","crd":"1315528"},{"name":"Mitchell Julis","title":"Managing Partner","crd":"1223735"}],"ownership":[{"label":"Beth Friedman","detail":"Indirect owner: trustee of Joshua and Beth Friedman Trust, since May 1998.","parent":"Joshua and Beth Friedman Trust"},{"label":"Mitchell Julis","detail":"Indirect owner: a member/manager and trustee of Soldiers Field Park Products LLC in the 50% to 75% band and a control person, since December 2018.","parent":"Soldiers Field Park Products LLC"},{"label":"Linda Julis","detail":"Indirect owner: trustee of Mitchell and Linda Joleen Trust, since December 2018.","parent":"Mitchell and Linda Joleen Trust"},{"label":"Joshua Friedman","detail":"Indirect owner: a member/manager and trustee of Pumada LLC in the 50% to 75% band and a control person, since December 2018.","parent":"Pumada LLC"},{"label":"Pumada LLC","detail":"Indirect owner: manager and member of FCP Asset Holdings LLC and a control person, since January 2020.","parent":"FCP Asset Holdings LLC"},{"label":"Soldiers Field Park Products LLC","detail":"Indirect owner: manager and member of Ionnina and Arta Investments LLC and a control person, since January 2020.","parent":"Ionnina and Arta Investments LLC"},{"label":"FCP Asset Holdings LLC","detail":"Indirect owner: a owner of Canyon Holdco LLC in the 50% to 75% band and a control person, since May 2024.","parent":"Canyon Holdco LLC"},{"label":"Ionnina and Arta Investments LLC","detail":"Indirect owner: a owner of Canyon Holdco LLC in the 50% to 75% band and a control person, since May 2024.","parent":"Canyon Holdco LLC"},{"label":"Mitchell and Linda Joleen Trust","detail":"Indirect owner: a member of Ionnina and Arta Investments LLC in the 50% to 75% band, since January 2020.","parent":"Ionnina and Arta Investments LLC"},{"label":"Joshua and Beth Friedman Trust","detail":"Indirect owner: a member of FCP Asset Holdings LLC in the 50% to 75% band, since January 2020.","parent":"FCP Asset Holdings LLC"},{"label":"Canyon Capital Advisors LLC","detail":"Indirect owner: sole managing member of Canyon Clo GP Co LLC and a control person, since October 2022.","parent":"Canyon Clo GP Co LLC"},{"label":"Canyon Clo GP Co LLC","detail":"Indirect owner: sole member of Canyon Clo Advisors GP Co LLC and a control person, since October 2022.","parent":"Canyon Clo Advisors GP Co LLC"},{"label":"CP New Co LLC","detail":"Indirect owner: a managing member of Canyon Capital Advisors LLC in the 75% or more band and a control person, since May 2024.","parent":"Canyon Capital Advisors LLC"},{"label":"Canyon Holdco LLC","detail":"Indirect owner: a managing member of CP New Co LLC in the 75% or more band and a control person, since May 2024.","parent":"CP New Co LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"W1J 6DB","street":"WING 2, 7TH FLOOR BERKELEY SQUARE HOUSE","display":{"city":"LONDON","region":null,"postalCode":"W1J 6DB","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2000 Avenue of the Stars","city":"Los Angeles"}]},{"state":"Texas","offices":1,"addresses":[{"street":"2728 North Harwood Street, 2nd Floor","city":"Dallas","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"214-253-6000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Other"],"financialPlanningClients":"0","assetMix":[],"privateFunds":27},"sources":{"adv1FilingDate":"28 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/226636/PDF/226636.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Canyon Clo Advisors have?","answer":"Canyon Clo Advisors has 27 clients and manages $11.9 billion for them, as of March 2026. They include 27 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Canyon Clo Advisors have?","answer":"Canyon Clo Advisors has 0 investment adviser representatives registered with state securities authorities, out of 161 employees, and 55 perform investment advisory functions. 21 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Canyon Clo Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Canyon Clo Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}