# Phoenix Realty Group, LLC

> Phoenix Realty Group, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 160249
- Filed as: PHOENIX REALTY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160249
- AdvisorCensus page: https://advisorcensus.com/firm/phoenix-realty-group-llc-new-york-ny-160249

## Quick answers

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

**Where is Phoenix Realty Group, LLC located?**
Phoenix Realty Group, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Phoenix Realty Group, LLC registered with the SEC or a state?**
Phoenix Realty Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160249.

**How much does Phoenix Realty Group, LLC manage?**
Phoenix Realty Group, LLC reports $208,492,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (28% discretionary).

**How have Phoenix Realty Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Phoenix Realty Group, LLC: Regulatory assets under management: $1,403,964,790 in the October 2021 data and $208,492,000 in the October 2026 data, down 85%. Total employees: 19 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Phoenix Realty Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).

**Does Phoenix Realty Group, 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/160249

**What changed in Phoenix Realty Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $272,510,000 to $208,492,000 (-23%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $208,492,000
- Discretionary: $58,175,000
- Non-discretionary: $150,317,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $208,492,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 17 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- phoenixrg.com
- LinkedIn @PHOENIX-REALTY-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,403,964,790 | 19 | July 19, 2021 |
| October 2022 | $460,681,000 | 19 | March 30, 2022 |
| October 2023 | $157,900,000 | 19 | March 22, 2023 |
| October 2024 | $147,942,000 | 19 | March 15, 2024 |
| October 2025 | $272,510,000 | 19 | March 24, 2025 |
| October 2026 | $208,492,000 | 17 | March 26, 2026 |

Regulatory assets under management: $1,403,964,790 in the October 2021 data and $208,492,000 in the October 2026 data, down 85%.
Total employees: 19 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $272,510,000 to $208,492,000 (-23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Phoenix Realty Group, LLC (CRD 160249): Form ADV filing data as of October 2026.