Fund administration, investor relations and technology for private equity and venture capital funds.
Enabling private fund sponsors to focus on what they do best.
Choosing the right provider is key. Here are the most important qualities to consider when evaluating a fund administrator and the questions you should ask about their offering.
Benefit from our deep first-hand knowledge of the unique needs and challenges of alternative funds.
SOC 1, Type II audited processes in adherence with Securities Transfer Association Guidelines.
Our consultative approach and customized services enable you to focus on sales and investments.
SEC-Registered Transfer Agent
SOC 1, Type II Audited Procedures
Security Transfers Association Guidelines
Portfolio Tracking, Reporting & Waterfall Calculations
Portfolio Tracking, Reporting & Waterfall Calculations
Communication Management for Investors and Advisors
Managing Agent, Accounting and Corporate Administration Services for Global Aviation Leasing
Managing Agent for Aircraft and Engine Securitizations
”Capital Square aims to improve the advisor and investor experience through the use of cutting-edge technologies and automation. Our partnership with Phoenix American takes the process to the next level by providing industry-leading investor services.
Louis Rogers, Capital SquareChief Executive Officer
Phoenix American’s leadership is an accomplished team of alternative asset professionals
Discover our latest content — from thought leadership white papers to press releases on new clients to our blog highlighting key insights on emerging trends in the alternative assets space.
Let’s discuss how Phoenix can elevate your investor experience
Administration, accounting and complete outsourced back-office services enabling fund managers to concentrate on investments and sales.
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