AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $13.6 |
| Non-Discretionary | $0.0 |
| Total | $13.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $13.5 |
| Institutional | $0.0 |
| Total | $13.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CANYON CLO ADVISORS LP | $9.4 | 226636 | |
| CANYON PARTNERS REAL ESTATE LLC | $3.3 | 107880 | |
| RIVER CANYON FUND MANAGEMENT LLC | $1.1 | 169465 | |
| AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC | $0.6 | 297526 | |
| CANYON OVERSEAS INVESTMENT FUND MANAGEMENT (SHANGHAI) CO., LTD | $0.0 | - | |
| CANYON CAPITAL ADVISORS (EUROPE) LIMITED | $0.0 | - | |
| CANYON CAPITAL (JAPAN) K. K. | $0.0 | - | |
| CP INVESTMENTS, LLC | $0.0 | broker-dealer | 24029 |
| CANYON CAPITAL ADVISORS (HONG KONG) LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
17 active
| Name | Title |
|---|---|
| JULIS, MITCHELL, RALPH | MANAGING PARTNER, MEMBER/MANAGER AND TRUSTEE |
| FRIEDMAN, JOSHUA, STEPHAN | MANAGING PARTNER, MEMBER/MANAGER AND TRUSTEE |
| JULIS, LINDA, JOLEEN | TRUSTEE |
| ANDERSON, DOUGLAS, ANTHONY | CHIEF COMPLIANCE OFFICER |
| KAPLAN, JONATHAN, MATTHEW | CHIEF OPERATING OFFICER |
| FRIEDMAN, BETH, CARI | TRUSTEE |
| SILVA, LUIS, ALEJANDRO | CHIEF FINANCIAL OFFICER |
| CHO, STEPHEN, PETER | GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $13.6 | $0.0 | 0% | 208 | 0 | 0% |
| 2025-04-21 | $13.6 | $0.0 | 0% | 208 | 0 | 0% |
| 2024-04-02 | $13.6 | -$0.1 | 0% | 158 | 50 | 32% |
| 2023-04-04 | $13.7 | -$0.1 | -1% | 158 | 50 | 32% |
| 2022-04-01 | $17.9 | -$4.3 | -24% | 156 | 52 | 33% |
| 2021-04-05 | $20.9 | -$7.3 | -35% | 161 | 47 | 29% |
| 2020-04-01 | $21.0 | -$7.4 | -35% | 177 | 31 | 18% |
| 2019-04-01 | $21.4 | -$7.8 | -36% | 168 | 40 | 24% |
| 2018-04-02 | $22.4 | -$8.8 | -39% | 161 | 47 | 29% |
| 2017-04-01 | $19.1 | -$5.6 | -29% | 153 | 55 | 36% |
| 2016-04-01 | $19.1 | -$5.5 | -29% | 153 | 55 | 36% |
| 2015-04-01 | $20.3 | -$6.7 | -33% | 143 | 65 | 45% |
| 2014-04-01 | $20.2 | -$6.6 | -33% | 136 | 72 | 53% |
| 2013-04-01 | $17.6 | -$4.0 | -23% | 140 | 68 | 49% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, CA-07/22/1998, NY-02/13/2007, TX-10/18/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV