Firm Trust Report
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC
The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.
- CRD
- 297526
- SEC file number
- 801-113602
- Principal office
- 2728 NORTH HARWOOD STREET2ND FLOOTDALLAS, TX, 75201
- Current as of
- August 3, 2026
- Retrieved
- August 18, 2026
- Source effective date
- August 3, 2026
SEC/IARD source release: August 3, 2026 · InvestorTrustHub retrieved: August 18, 2026
Official identifiers
Identifiers come from the cited SEC/IARD firm roster. InvestorTrustHub does not invent missing numbers.
CRD
297526
SEC number
801-113602
Regulatory status
ReportedReported as registered
The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.
A source reports this value. We have not independently confirmed it beyond the cited record.
Source
ReportedU.S. Securities and Exchange Commission / IARD Form ADV dataset.
Registered Investment Advisers (IARD firm roster)
A source reports this value. We have not independently confirmed it beyond the cited record.
Firm / ADV facts
Legal structure
Limited Liability Company
Website as reported
http://www.aecomcanyon.com
Regulatory assets under management
$537.3 million
Exact source amount: $537,341,000.00
Regulatory assets under management is a Form ADV regulatory measure and should not be interpreted as investment performance, firm quality, popularity, or an endorsement.
Regulatory disclosures
Firm reported No for Item 11 in this filing.
This is the Form ADV Item 11 checkbox as filed. It is not a disciplinary-event list and not a finding of a clean record.
Clients, compensation, and custody
Figures below are adviser-reported Form ADV items. They are not performance, popularity, or quality scores.
Reported scale
ReportedEmployees as reported: 128
Advisory personnel as reported: 26
Clients as reported: 0
As of March 27, 2026
A source reports this value. We have not independently confirmed it beyond the cited record.
Reported compensation methods
Reported- Percentage of assets under management
- Performance-based fees
Compensation methods are the boxes the adviser checked on Form ADV. This is not a “fee-only” determination.
A source reports this value. We have not independently confirmed it beyond the cited record.
Reported custody
ReportedClient cash: Yes as reported
Client securities: Yes as reported
Related-person cash: Yes as reported
Related-person securities: Yes as reported
Custody is reported as filed. It is not a risk score or a quality finding.
A source reports this value. We have not independently confirmed it beyond the cited record.
Reported related financial businesses
Reported- Broker-dealer
- Other
- Other investment adviser
Reported affiliations are types of related financial businesses as filed. They are not a conflict finding.
A source reports this value. We have not independently confirmed it beyond the cited record.
Current reported relationships
Names appear only as reported on this firm’s Form ADV. They are not standalone public profiles. Name-only or otherwise unconfirmed rows remain internal and are not shown.
Ownership and control
Schedule A is direct ownership. Schedule B is indirect ownership. An executive/control relationship is not the same as ownership.
Reported direct owner
AECOM CAPITAL REAL ESTATE, LLC
Organization as reported · Ownership range: 25% but less than 50% · Title/status as reported: MEMBER
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported direct owner
ANDERSON, DOUGLAS, ANTHONY
Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported direct owner
CANYON PARTNERS REAL ESTATE LLC
Organization as reported · Ownership range: 50% but less than 75% · Title/status as reported: MEMBER
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported direct owner
FRIEDMAN, JOSHUA, STEPHAN
Individual as reported · Title/status as reported: DIRECTOR; MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported direct owner
JULIS, MITCHELL, RALPH
Individual as reported · Title/status as reported: DIRECTOR; MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported direct owner
POTTS, ROBIN, O
Individual as reported · Title/status as reported: MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported direct owner
Wachsberger, Warren, David
Individual as reported · Title/status as reported: MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
AECOM CAPITAL REAL ESTATE, LLC
Organization as reported · Title/status as reported: MEMBER
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
ANDERSON, DOUGLAS, ANTHONY
Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
CANYON PARTNERS REAL ESTATE LLC
Organization as reported · Title/status as reported: MEMBER
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
FRIEDMAN, JOSHUA, STEPHAN
Individual as reported · Title/status as reported: DIRECTOR; MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
JULIS, MITCHELL, RALPH
Individual as reported · Title/status as reported: DIRECTOR; MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
POTTS, ROBIN, O
Individual as reported · Title/status as reported: MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Reported executive/control relationship
Wachsberger, Warren, David
Individual as reported · Title/status as reported: MEMBER OF INVESTMENT COMMITTEE
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Related organizations
Related organization reported by the adviser
AECOM CAPITAL REAL ESTATE, LLC
Organization as reported · CRD 298333
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Related organization reported by the adviser
Organization as reported · CRD 107922
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Related organization reported by the adviser
Organization as reported · CRD 226636
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Related organization reported by the adviser
CANYON PARTNERS REAL ESTATE LLC
Organization as reported · CRD 107880
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Related organization reported by the adviser
CP INVESTMENTS, LLC
Organization as reported · CRD 24029
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Related organization reported by the adviser
RIVER CANYON FUND MANAGEMENT LLC
Organization as reported · CRD 169465
Reported in Form ADV dated March 27, 2026 · Registered investment adviser filing
Private funds reported by the adviser
Named funds appear only on this adviser profile. InvestorTrustHub does not publish standalone fund pages from this graph.
Item 7.B private-fund count as reported (not a named-fund list) · Item 7.B: Yes as reported · Count 7.B.(1): 3 · Gross assets as reported: 537,341,515
Private fund reported by the adviser
ACEF EASTMARK CO-GP SPE L.P.
805-4764102742
Delaware, United States · Reported in Form ADV dated March 27, 2026
Private fund reported by the adviser
ACEF METROPOLITAN CO-GP SPE L.P.
805-6352065592
Delaware, United States · Reported in Form ADV dated March 27, 2026
Private fund reported by the adviser
AECOM-CANYON EQUITY MASTER AGGREGATOR LP
805-9072710677
Delaware, United States · Reported in Form ADV dated March 27, 2026
Fund service providers
Only current provider rows with sufficient identity quality are shown. Name-only rows remain internal.
Custodian reported for a private fund
CITY NATIONAL BANK
Reported in Form ADV dated March 27, 2026
Filing history / historical reported relationships
Historical filings are evidence of what was filed, not a restatement of current facts.
Filings in graph
21
RIA 21 · ERA 0
Latest relational filing
March 27, 2026
Registered investment adviser · Annual Updating Amendment for Registered Adviser
ADV-W filings
0
Shown as historical evidence only
Recent sec form adv filings
- 2085326 · March 27, 2026 · RIA · Annual Updating Amendment for Registered Adviser · current reported filing
- 1883946 · June 18, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1880856 · June 4, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1850791 · March 21, 2024 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
- 1767892 · June 7, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1766464 · May 31, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1738449 · March 23, 2023 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
- 1691920 · December 1, 2022 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1649389 · May 3, 2022 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1634013 · March 30, 2022 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
- 1585623 · December 21, 2021 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
- 1581837 · December 2, 2021 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
Sources and methodology
Evidence and source details
Material facts on this page are traced to the official SEC/IARD roster. Expand a panel to see source context. Raw 400-column filings are not dumped here.
Source, dataset, and retrieval
Source. U.S. Securities and Exchange Commission / IARD · Registered Investment Advisers (IARD firm roster) · record 297526 · retrieved August 18, 2026
Release: August 3, 2026
Evidence records tied to this firm: 7
Raw source snapshot: present
Source status text (not a consumer endorsement): Approved
What these terms mean
What is an RIA?
A registered investment adviser is a firm whose Form ADV/IARD record reports it as registered with the SEC or, in other contexts, a state. InvestorTrustHub shows what the cited official dataset reports. Registration is a regulatory category, not a quality rating.
What is an Exempt Reporting Adviser?
An Exempt Reporting Adviser files a limited Form ADV report because it qualifies for an exemption from full SEC registration. It is not a registered investment adviser. Exemption from full registration is not a finding of safety, quality, or honesty.
What is a CRD number?
A CRD number is the Central Registration Depository identifier assigned to a firm or individual in the IARD/CRD system. InvestorTrustHub uses the firm CRD as the stable identity key. A CRD is an identifier, not an endorsement.
What is an SEC file number?
An SEC file number (often beginning 801- for registered advisers or 802- for exempt reporting advisers) is an official file identifier in SEC/IARD records. If this source record does not include one, that absence is not proof that no file number exists in another source.
What does “reported as registered” mean?
It means the cited official dataset reports the firm as a registered investment adviser as of the source date. It does not mean InvestorTrustHub or the SEC approved, certified, or recommended the firm.
What does it NOT mean?
Registration does not establish investment quality, performance, honesty, suitability, low risk, fiduciary compliance in every circumstance, or the absence of regulatory problems. Missing research is not a clean record.
What InvestorTrustHub has not researched yet
Absence from this page is not a finding that a record is clean, that no disclosure exists, or that the firm has no associated professionals.
- Individual professionals associated with this firm
- FINRA BrokerCheck research
- Detailed disciplinary history (DRP events)
- State-specific enforcement records
- Form ADV Part 2 brochure narrative
- Standalone public fund or owner profiles
- Investment performance
- Portfolio holdings
- Consumer reviews