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: RealSource Properties
Transfer agent and investor services for funds investing in multifamily properties in Ohio, Texas, North Carolina, Kentucky and Colorado.
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.
New Client: Private Equity Investment Firm 1847 Holdings
Transfer agent and investor services for funds invested in lower middle market operating subsidiaries.
New Client: ArcView Capital
Transfer agent and investor services for the sponsor of the MJ REIT cannabis fund.
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.
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.
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.