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. |