AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.1 |
| Institutional | $0.0 |
| Total | $1.1 |
| 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 |
|---|---|---|
| BROWN BROTHERS HARRIMAN & CO. | BOSTON-MA-USA | $0.1 |
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 | 0% | $0.0 |
| Total | 0% | $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 CAPITAL ADVISORS LLC | $13.6 | 107922 | |
| CANYON CLO ADVISORS LP | $9.4 | 226636 | |
| CANYON PARTNERS REAL ESTATE LLC | $3.3 | 107880 | |
| AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC | $0.6 | 297526 | |
| CP INVESTMENTS, LLC | $0.0 | broker-dealer | 24029 |
| CANYON CAPITAL ADVISORS (EUROPE) LIMITED | $0.0 | - | |
| CANYON OVERSEAS INVESTMENT FUND MANAGEMENT (SHANGHAI) CO., LTD | $0.0 | - | |
| CANYON CAPITAL ADVISORS (HONG KONG) LIMITED | $0.0 | - | |
| CANYON CAPITAL (JAPAN) K. K. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
18 active
| Name | Title |
|---|---|
| JULIS, MITCHELL, RALPH | MANAGING PARTNER, MEMBER/MANAGER AND TRUSTEE |
| FRIEDMAN, JOSHUA, STEPHAN | MANAGING PARTNER, MEMBER/MANAGER AND TRUSTEE |
| ANDERSON, DOUGLAS, ANTHONY | CHIEF COMPLIANCE OFFICER |
| KAPLAN, JONATHAN, MATTHEW | CHIEF OPERATING OFFICER |
| FRIEDMAN, BETH, CARI | TRUSTEE |
| JULIS, LINDA, JOLEEN | 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 | $1.1 | $0.0 | 0% | 161 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 161 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.3 | 29% | 158 | 3 | 2% |
| 2023-04-04 | $1.0 | $0.1 | 9% | 158 | 3 | 2% |
| 2022-04-01 | $1.9 | -$0.8 | -41% | 156 | 5 | 3% |
| 2021-04-05 | $1.5 | -$0.3 | -23% | 161 | 0 | 0% |
| 2020-04-01 | $0.5 | $0.7 | 144% | 177 | -16 | -9% |
| 2019-04-01 | $0.8 | $0.4 | 50% | 160 | 1 | 1% |
| 2018-04-02 | $0.1 | $1.1 | 1681% | 161 | 0 | 0% |
| 2017-04-01 | $0.1 | $1.0 | 1128% | 153 | 8 | 5% |
| 2016-04-01 | $0.1 | $1.1 | 1322% | 138 | 23 | 17% |
| 2015-04-01 | $0.3 | $0.8 | 274% | 118 | 43 | 36% |
| 2014-04-01 | $0.0 | $1.1 | 17593% | 112 | 49 | 44% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, CA-11/04/2013, NY-03/29/2025, TX-10/18/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV