Discover our latest press releases, new partnerships, product enhancements and thought leadership content.

VP Fund Accounting - Steve
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.
1847 : New Client
New Client: Private Equity Investment Firm 1847 Holdings
Transfer agent and investor services for funds invested in lower middle market operating subsidiaries.
Phoenix American (fund administration/transfer agent) announces a partnership with American Elm
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.
Real Source Properties
New Client: RealSource Properties
Transfer agent and investor services for funds investing in multifamily properties in Ohio, Texas, North Carolina, Kentucky and Colorado.
The Arcview Group
New Client: ArcView Capital
Transfer agent and investor services for the sponsor of the MJ REIT cannabis fund.
2022 ADISA Spring Conference
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.
IPA Summit 2022
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.
IPAConnect Publicly Registered Offerings
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.