Discover our latest press releases, new partnerships, product enhancements and thought leadership content.
| New Team Member: Stephen Leonhardt |
| Steve joins the Phoenix American Team as the head of fund accounting as it continues to grow and serve a larger more varied roster of clients. |
| New Client: Private Equity Investment Firm 1847 Holdings |
| Transfer agent and investor services for funds invested in lower middle market operating subsidiaries. |
| Strategic Partnership: American Elm Distribution Partners |
| A partnership to provide alternative funds access to retail investor capital without the operational involvement associated with a high investor count. |
| New Client: RealSource Properties |
| Transfer agent and investor services for funds investing in multifamily properties in Ohio, Texas, North Carolina, Kentucky and Colorado. |
| New Client: ArcView Capital |
| Transfer agent and investor services for the sponsor of the MJ REIT cannabis fund. |
| Industry Engagement: The ADISA Spring Conference |
| The Alternative and Direct Investment Securities Association (ADISA) hosts this educational and networking event for industry professionals who sponsor, analyze, market, distribute or sell alternative investments. |
| Industry Engagement: IPA Summit |
| The Institute for Portfolio Alternatives (IPA) brings together industry participants to network, share ideas and learn about the latest legislative and regulatory insights. |
| Industry Engagement: IPA Connect |
| Focusing on publicly-registered offerings, IPA Connect brings together industry professional to networking, advocacy and education to advance the portfolio diversification industry. |
