Press Releases

Learn more about our recent activity through our press releases and other news

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November 18, 2021 in Press Releases

New Client: MHC Capital

Transfer agent and investor services for the sponsor of manufactured housing investment funds.
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October 13, 2021 in Press Releases

New Client: NAI Legacy

Transfer agent and investor services for tax-advantaged real estate investment funds including 1031/DST programs..
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July 28, 2021 in Press Releases

New Partnership: Founder Institute

A partnership to provide institutional-class fund administration to alumni of Founder Institute's VC Lab program.
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July 7, 2021 in Press Releases

New Client: Bonaventure

Investor services and fund accounting for a fully integrated real estate investment management firm.
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June 28, 2021 in Press Releases

New Client: Sandy Bay Partners

Transfer agent and investor services for real estate and conservation easement investment funds..
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June 8, 2021 in Press Releases

New Partnership: Forge Trust

A partnership to reduce the cost and frustration of IRA investing and elevate the investor…
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June 2, 2021 in Press Releases

New Client: Crowdfunding Real Estate Fund Sponsor Modiv

Straight-through processing and investor services for crowdfunding real estate fund sponsor.
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May 13, 2021 in Press Releases

New Partnership: WealthForge

A partnership to add speed, efficiency and security to the investment process via straight-through new…
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February 23, 2021 in Press Releases

Aviation ABS Managing Agent Group: 2020 Year in Review

Phoenix American Aviation ABS Managing Agent group announces solid business and operational progress in 2020.
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January 24, 2021 in Press Releases

New Client: Lighthouse Life Capital

Transfer agent and investor services for life settlement investment funds.
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January 13, 2021 in Press Releases

New Client: Capital Square

Fund accounting and transfer agent services for a leading sponsor of Delaware Statutory Trusts..
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September 28, 2020 in Press Releases

New Client: Time Equities, Inc

Transfer agent and investor services for a venerable name in commercial real estate investment.
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September 18, 2020 in Press Releases

New Client: Clear Sky Capital

Transfer agent and fund accounting services for an investment management firm specializing in private equity…
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September 15, 2020 in Press Releases

New Partnership: Alternative Investment Exchange (AIX)

A partnership to add speed, efficiency and reliability to the investment process.
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August 13, 2020 in Press Releases

New Client: Valeo Groupe Americas

Fund accounting and investor services for a vertically integrated student and senior housing investment management…
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July 22, 2020 in Press Releases

John McInerney Named Airline Economics Magazine’s 2020 Future Leader of the Year

JOHN MCINERNEY WINNER OF THE AIRLINE ECONOMICS MAGAZINE FUTURE LEADER OF THE YEAR AWARD FOR…
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May 4, 2020 in Press Releases

New VP Sales, Tony Olivo

Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which…
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April 8, 2020 in News, Press Releases

A Brand New Look and a New Website for Phoenix American

We’ve recently embarked on an update of our brand image to coincide with today’s launch…
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April 6, 2020 in Press Releases

New Client: OneWall Partners

Fund accounting and reporting services for funds focusing on transit- and lifestyle-oriented workforce housing.
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April 5, 2020 in Press Releases

New Client: Inspired Healthcare Capital

Full-service fund administration for funds focusing on accounts dedicated to senior living and memory care.
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April 2, 2020 in Press Releases

New Client: Lasalle Investment Management

STAR-XMS and transfer agent services for a flagship name in investment management.
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April 2, 2020 in Press Releases

New Client: Forum Partners

Fund accounting and investor services for middle market real estate investment fund.
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April 1, 2020 in Press Releases

New Client: RealBlocks

Fund accounting and investor services for fund sponsor digitizing shares over a blockchain-enabled network.
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February 17, 2020 in Press Releases

Aviation ABS Managing Agent Group: 2019 Year in Review

Phoenix American aviation ABS managing agent group announces robust business and operational growth 2019.
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