# Pcim Realty Advisors, LLC

> Pcim Realty Advisors, LLC is an SEC-registered investment advisory firm in Addison, TX, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 313281
- Filed as: PCIM REALTY ADVISORS, LLC
- Also doing business as: PHOENIX CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Addison, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313281
- AdvisorCensus page: https://advisorcensus.com/firm/pcim-realty-advisors-llc-addison-tx-313281

## Quick answers

**How is Pcim Realty Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pcim Realty Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pcim Realty Advisors, LLC located?**
Pcim Realty Advisors, LLC's principal office is in Addison, TX, according to its Form ADV.

**Is Pcim Realty Advisors, LLC registered with the SEC or a state?**
Pcim Realty Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313281.

**How much does Pcim Realty Advisors, LLC manage?**
Pcim Realty Advisors, LLC reports $1,224,267,519 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Pcim Realty Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Pcim Realty Advisors, LLC: Regulatory assets under management: $566,725,291 in the October 2022 data and $1,224,267,519 in the October 2026 data, up 116%. Total employees: 17 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pcim Realty Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Pcim Realty Advisors, LLC report any disciplinary disclosures?**
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/313281

**What changed in Pcim Realty Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 16. Regulatory assets under management went from $693,408,481 to $1,224,267,519 (+77%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,224,267,519
- Discretionary: $1,224,267,519
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,224,267,519 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 19 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pcpre.com
- LinkedIn @phoenix-capital-partners-ltd.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $566,725,291 | 17 | April 30, 2022 |
| October 2023 | $709,797,736 | 16 | March 31, 2023 |
| October 2024 | $697,788,039 | 17 | March 28, 2024 |
| October 2025 | $693,408,481 | 17 | March 31, 2025 |
| October 2026 | $1,224,267,519 | 19 | March 31, 2026 |

Regulatory assets under management: $566,725,291 in the October 2022 data and $1,224,267,519 in the October 2026 data, up 116%.
Total employees: 17 in October 2022 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 16.
- Regulatory assets under management went from $693,408,481 to $1,224,267,519 (+77%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pcim Realty Advisors, LLC (CRD 313281): Form ADV filing data as of October 2026.