New Press Releases, Partnerships, Industry Engagement and Product Enhancements to Help Drive the Success of Client Sponsors
New Client: Ashford Securities
Transfer agent and investor services for the sponsor of real estate and hospitality investment funds.
Read MoreNew Client: American Foundry
Transfer agent and fund accounting services for a sponsor investing in small to middle market business debt and equity
Read MoreNew Client: Wander
Transfer agent and fund accounting services for a fund sponsor investing in a network of short-term rental smart homes.
Read MoreProduct Enhancement: API Connectivity Initiative
New Application Programming Interface (API) streamlines new investment processing with direct connectivity to STAR-XMS.
Read MoreNew Client: Versity Invest
Transfer agent services and investor relations for a fund sponsor investing in a student and multi-family housing.
Read MoreNew Client Fund: Tasty Essential Income REIT from Triton Pacific
Transfer agent and fund accounting services for a new client fund investing in quick-service restaurant franchises.
Read MoreNew Client: LRT Development
Transfer agent services and investor relations for a fund sponsor engaged in ground-up development of multi-family and senior living communities.
Learn MoreIndustry Engagement: 2022 ADISA Annual Conference & Trade Show – Las Vegas
The Alternative & Direct Investment Securities Association (ADISA) Annual Conference & Trade Show featured key industry experts, educational panels and topical presentations.
Read MoreIndustry Engagement: TNDDA – Atlanta
The National Due Diligence Alliance (TNDDA) facilitates fundraising and due diligence for the benefit of fund sponsors and the investing public.
Read MoreIndustry Engagement: IPA Connect – New York City
The Institute for Portfolio Alternatives (IPA) brings together asset managers, distribution partners and service providers dedicated to driving the industry forward through education, innovation and transparency.
Read More2022 ABS Managing Agent Group Year in Review
Phoenix American and PAFS Ireland, Ltd. Announce Continued Business Growth and Expansion of its Presence in Ireland in 2022.
Read More