{
  "crd_number": 107880,
  "slug": "canyon-partners-real-estate-llc-dallas-tx-107880",
  "primary_business_name": "CANYON PARTNERS REAL ESTATE LLC",
  "legal_name": "CANYON PARTNERS REAL ESTATE LLC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-06-18",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 2910274000.0,
  "raum_discretionary": 2910274000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 198,
  "advisory_employees": 80,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 2910274000.0,
      "count": 23
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://canyonpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107880",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/canyon-partners-real-estate-llc-dallas-tx-107880",
  "display_name": "Canyon Partners Real Estate LLC",
  "summary": "Canyon Partners Real Estate LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. Canyon Partners Real Estate LLC (CRD 107880): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Canyon Partners Real Estate LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Canyon Partners Real Estate LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Canyon Partners Real Estate LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 28, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Canyon Partners Real Estate LLC located?",
      "a": "Canyon Partners Real Estate LLC's principal office is in Dallas, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Canyon Partners Real Estate LLC registered with the SEC or a state?",
      "a": "Canyon Partners Real Estate LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 107880."
    },
    {
      "q": "How much does Canyon Partners Real Estate LLC manage?",
      "a": "Canyon Partners Real Estate LLC reports $2,910,274,000 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Canyon Partners Real Estate LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Canyon Partners Real Estate LLC: Regulatory assets under management: $2,448,441,000 in the October 2021 data and $2,910,274,000 in the October 2026 data, up 19%. Total employees: 120 in October 2021 and 198 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Canyon Partners Real Estate LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23)."
    },
    {
      "q": "Does Canyon Partners Real Estate LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107880"
    },
    {
      "q": "Does Canyon Partners Real Estate LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 28, 2026 says: \"CPRE will generally manage investment advisory accounts with a minimum size of $25,000,000. However, CPRE may, in its discretion, based upon its total client relationship and other circumstances, accept or continue to advise smaller accounts from time to time.\""
    },
    {
      "q": "What changed in Canyon Partners Real Estate LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 77 to 80. Regulatory assets under management went from $3,268,182,000 to $2,910,274,000 (-11%). Changed its office addresses in New York, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2448441000.0,
      "total_employees": 120,
      "filing_date": "2021-04-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2578613000.0,
      "total_employees": 128,
      "filing_date": "2022-08-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2847759000.0,
      "total_employees": 140,
      "filing_date": "2023-05-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2544633000.0,
      "total_employees": 138,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3268182000.0,
      "total_employees": 208,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2910274000.0,
      "total_employees": 198,
      "filing_date": "2026-03-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 77 to 80.",
        "Regulatory assets under management went from $3,268,182,000 to $2,910,274,000 (-11%).",
        "Changed its office addresses in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The asset based fees are normally charged at an annual rate of between 1% and 1.5% of the value of the Client’s net assets under management (or committed capital) and are generally payable monthly or quarterly in arrears depending on the investment advisory agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "CPRE will generally manage investment advisory accounts with a minimum size of $25,000,000. However, CPRE may, in its discretion, based upon its total client relationship and other circumstances, accept or continue to advise smaller accounts from time to time."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 25000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The asset based fees are normally charged at an annual rate of between 1% and 1.5% of the value of the Client’s net assets under management (or committed capital) and are generally payable monthly or quarterly in arrears depending on the investment advisory agreement.",
      "CPRE will generally manage investment advisory accounts with a minimum size of $25,000,000. However, CPRE may, in its discretion, based upon its total client relationship and other circumstances, accept or continue to advise smaller accounts from time to time."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/canyon-partners-real-estate-llc-dallas-tx-107880.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 2910274000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107880",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}