Pcim Realty Advisors provides portfolio management for pooled vehicles.
Pcim Realty Advisors reports 4 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.22B across 4 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $1.22B | 100.0% | $306M |
| Total | 4 | $1.22B | 100% | $306M |
- Clients
- 4
- Regulatory AUM
- $1.22B
- AUM share
- 100.0%
- Avg. per client
- $306M
Total
- Clients
- 4
- Regulatory AUM
- $1.22B
- AUM share
- 100%
- Avg. per client
- $306M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Pcim Realty Advisors is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Stephen Mastor owns 75% or more of Pcim Realty Advisors. The leadership team of Pcim Realty Advisors includes Chief Investment Officer Stephen Mastor, Chief Financial Officer Richard Lyon and Chief Compliance Officer Ethan Beasley. It has 19 employees, 16 of them in advisory roles.
Staff
- 19 employees
- 16 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Pcim Realty Advisors, LLC
Stephen Mastor
Control person · since January 2021
Pcim Realty Advisors’ regulatory assets grew 2.2× from $567M (April 2022) to $1.22B (March 2026); clients rose from 3 to 4 and employees from 17 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.22B | 4 | 19 | 1 |
| Mar 2025March 2025 | $693M | 3 | 17 | 1 |
| Mar 2024March 2024 | $698M | 3 | 17 | 1 |
| Mar 2023March 2023 | $710M | 3 | 16 | 1 |
| Apr 2022April 2022 | $567M | 3 | 17 | 1 |
Besides its headquarters, Pcim Realty Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 15725 North Dallas Parkway, Suite 230, AddisonHQ
Other business names
Pcim Realty Advisors has reported 1 other business name to the SEC.
- Phoenix Capital Management, LLC
Contact and registration details
- Legal name
- Pcim Realty Advisors, LLC
- Headquarters
- 15725 North Dallas Parkway, Suite 230, Addison, TX 75001
- Website
- Not reported
- Phone
- 972-866-7577
- SEC file
- 801-124827
- Structure
- Texas LLC
- Fiscal year end
- December
Pcim Realty Advisors has custody of client assets.
How many clients does Pcim Realty Advisors have?
Pcim Realty Advisors has 4 clients and manages $1.22 billion for them, as of March 2026. They include 4 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Pcim Realty Advisors offer?
Pcim Realty Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Pcim Realty Advisors have?
Pcim Realty Advisors has 2 investment adviser representatives registered with state securities authorities, out of 19 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Pcim Realty Advisors?
Pcim Realty Advisors’ direct owner is Stephen Mastor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Pcim Realty Advisors get paid?
Pcim Realty Advisors is paid through a percentage of assets under management, performance-based fees and other compensation. 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
How do I contact Pcim Realty Advisors?
Pcim Realty Advisors’ main office is at 15725 North Dallas Parkway, Suite 230, Addison, TX 75001. Its phone number is 972-866-7577.