Effective July 15th, 2023 Phoenix American will be located at 125 E. Sir Francis Drake Blvd, Ste 301, Larkspur, CA 94939-1820. The company’s previous address, 2401 Kerner Blvd., San Rafael, CA 94901, will no longer apply.
Please use the following addresses for transactions and communications by mail:
Regular Mail USPS
Phoenix American Financial Services, Inc.
P.O. Box 2189
San Rafael CA 94912-2189
Overnight Mail- FedEx, UPS, DHL, etc.
Phoenix American Financial Services, Inc.
125 E Sir Francis Drake Blvd, Ste 301
Larkspur, CA 94939-1820
There are some items related to the Phoenix American physical address which may need to be updated on your end. Documentation and electronic information which may need to be updated:
- Private Placement Memorandum for all funds
- Electronic locations including email, website etc.
- Fund Subscription documents
- Any and all template Forms which you use and which may reference Phoenix American’s physical address (Transfers, Redemptions, Proxies, Distributions, etc.)
- Any and all sales collateral (physical and electronic) which may reference Phoenix American.
You should also take this opportunity to inform third parties whom you believe could be impacted:
- Registered Investment Advisors
- MBD and Broker-Dealer Reps and any other investor contacts you believe might need this information.
- Other distribution channel partners
- Tax preparation providers
- Auditors
For any and all questions or concerns about this move please contact your Account Manager.
For requests regarding new funds to be launched, new services or changes to your existing service package, please contact Matt Podolsky at mpodolsky@phxa.com or Tony Olivo at tolivo@phxa.com.
