Phoenix Realty Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $208M in regulatory assets under management, 17 employees, and 15 accounts.
Assets Under Management
$208M
Employees
17
Offices
--
Total Clients
15
Primary office
NEW YORK, NY
410 PARK AVENUE, SUITE 600, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 26, 2026
Discretionary27.9%
$58M
28% of total RAUM27.9%
Non-discretionary72.1%
$150M
72% of total RAUM72.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts15
10Y AUM Change$-1.3B (-86.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee1:1
10Y Employee Change-3 (-15.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.