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Canyon Partners Real Estate LLC: investment adviser
Canyon Partners Real Estate LLC is an investment adviser registered with the SEC (file 801-55634, CRD 107880). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $2.9B
- Discretionary
- 100%
- Accounts
- 23
- Employees
- 198
- In advisory roles
- 80
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports that it or a related person has custody of client cash and securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| Private funds and other pooled vehicles | 23 | $2.9B | 100.0% |
How it is paid
- A percentage of assets under your management
- Performance-based fees
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
- Selection of other advisers (including private fund managers)
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| CP New Co LLC | Company (U.S.) | Managing member | E 75% or more | May 2024 | Yes |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Beth Cari Friedman | Joshua and Beth Friedman Trust LLC Member | Person | F General partner, trustee or managing member | ||
| Linda Joleen Julis | Mitchell and Linda Joleen Trust | Person | F General partner, trustee or managing member | ||
| Canyon Holdco LLC | CP New Co LLC LLC | Company (U.S.) | E 75% or more | Yes | |
| Joshua Stephan Friedman | Pumada LLC | Person | D 50% to 75% | Yes | |
| Joshua and Beth Friedman Trust | FCP Asset Holdings LLC | Company (U.S.) | D 50% to 75% | ||
| Mitchell Ralph Julis | Soldiers Field Park Products and Trustee LLC | Person | D 50% to 75% | Yes | |
| Mitchell and Linda Joleen Trust | Ionnina and Arta Investments LLC | Company (U.S.) | D 50% to 75% |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Cpre - Form ADV Part 2A, Mar 28, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.