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.

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New Client: American Foundry

Transfer agent and fund accounting services for a sponsor investing in small to middle market business debt and equity

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New Client: Wander

Transfer agent and fund accounting services for a fund sponsor investing in a network of short-term rental smart homes.

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Product Enhancement: API Connectivity Initiative

New Application Programming Interface (API) streamlines new investment processing with direct connectivity to STAR-XMS.

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New Client: Versity Invest

Transfer agent services and investor relations for a fund sponsor investing in a student and multi-family housing.

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New 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.

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New 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.

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Industry 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.

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Industry Engagement: TNDDA – Atlanta

The National Due Diligence Alliance (TNDDA) facilitates fundraising and due diligence for the benefit of fund sponsors and the investing public.

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Industry 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.

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2022 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.

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