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Stephen Mastor

13 Years of Experience
Addison, TX

Stephen Mastor is a registered investment advisor at Phoenix Capital Realty Advisors, LLC, based in Addison, TX, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 2 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$84.2M average
Assets Under Management
$168.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Phoenix Capital Realty Advisors (PCRA) does not directly manage investments for individual investors. PCRA manages private equity real estate funds, charging management fees based on a percentage of invested capital. The firm also receives carried interest, a share of the profits from the fund's investments. These fees are paid by the fund, not directly by individual investors.

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Location

15725 North Dallas Parkway, Suite 230, Addison, TX, 75001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephen is a managing partner at Phoenix Capital Partners, LTD. since 1995. This activity is investment-related.

Employment History
Current Registrations
Phoenix Capital Realty Advisors, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Phoenix Capital Realty Advisors, LLC
April 2012 - December 2017 · 5 yrs 8 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.