Phoenix Realty Group Llc
- Regulatory AUM
- $208M
- Discretionary
- $58.2M
- Clients
- 15
- Avg AUM / client
- $13.9M
- Accounts
- 15
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $208M | 100.0% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Prg Multifamily Strategic Value Fund Ii, Llc | Real Estate Fund | Delaware | $522M | 35 |
| Prg Multifamily Value Added Fund Iii, Lp | Real Estate Fund | Delaware | $358M | 74 |
| Prg Jamaica Ii Qof, Llc | Real Estate Fund | Delaware | $230M | 10 |
| Prg 94 Th Jamaica Member, Llc | Real Estate Fund | Delaware | $165M | 2 |
| Prg Multifamily Strategic Value Fund, Llc | Real Estate Fund | Delaware | $124M | 30 |
| Keith Kelly Preservation Associates, Llc | Real Estate Fund | Delaware | $88.2M | 6 |
| Orlando 301 Venture Llc | Real Estate Fund | Delaware | $77.2M | 2 |
| Winter Park 288 Member Llc | Real Estate Fund | Delaware | $63.6M | 10 |
| 351 Los Tres Lp, Llc | Real Estate Fund | Delaware | $44.9M | 10 |
| Merced 204 Member Llc | Real Estate Fund | Delaware | $43.9M | 10 |
| Phoenix Realty Tax Credit Fund Vi Lp | Real Estate Fund | Delaware | $25.5M | 2 |
| Orlando 301 Member Llc | Real Estate Fund | Delaware | $19.3M | 18 |
| Phoenix Realty Tax Credit Fund Ii Lp | Real Estate Fund | Delaware | $13.8M | 5 |
| Phoenix Realty Tax Credit Fund V, Lp | Real Estate Fund | Delaware | $7.0M | 2 |
| Metropolitan Workforce Housing Fund Llc | Real Estate Fund | Delaware | $5.7M | 9 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Orgel, Ron, E | Member & Chief Compliance Officer | Sep 1999 (27y) | 25% – 50% | |
| Rosenthal, Keith, Bruce | Member | Jan 2001 (26y) | 25% – 50% | |
| Hirmes, Alan, P | Member & Chief Financial Officer | Nov 2020 (6y) | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (17, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Prg Multifamily Strategic Value Fund Ii, Llc | Real Estate Fund | $522M | $1.0M | 35 |
| Prg Multifamily Value Added Fund Iii, Lp | Real Estate Fund | $358M | $100K | 74 |
| Prg Jamaica Ii Qof, Llc | Real Estate Fund | $230M | $100K | 10 |
| Prg 94 Th Jamaica Member, Llc | Real Estate Fund | $165M | $1.0M | 2 |
| Prg Multifamily Strategic Value Fund, Llc | Real Estate Fund | $124M | $1.0M | 30 |
| Keith Kelly Preservation Associates, Llc | Real Estate Fund | $88.2M | $1.0M | 6 |
| Orlando 301 Venture Llc | Real Estate Fund | $77.2M | $8.2M | 2 |
| Winter Park 288 Member Llc | Real Estate Fund | $63.6M | $100K | 10 |
| 351 Los Tres Lp, Llc | Real Estate Fund | $44.9M | $250K | 10 |
| Merced 204 Member Llc | Real Estate Fund | $43.9M | $100K | 10 |
| Phoenix Realty Tax Credit Fund Vi Lp | Real Estate Fund | $25.5M | $22.6M | 2 |
| Orlando 301 Member Llc | Real Estate Fund | $19.3M | $50.0K | 18 |
| Phoenix Realty Tax Credit Fund Ii Lp | Real Estate Fund | $13.8M | $1.0M | 5 |
| Phoenix Realty Tax Credit Fund V, Lp | Real Estate Fund | $7.0M | $6.5M | 2 |
| Metropolitan Workforce Housing Fund Llc | Real Estate Fund | $5.7M | $10.0M | 9 |
| Phoenix Realty Tax Credit Fund Vii, Lp | Real Estate Fund | $4.4M | $19.0M | 2 |
| Prg Fund Investors Iv Llc | Real Estate Fund | $158K | $1.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 3.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗