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Press Releases
Learn more about our recent activity through our press releases and other news
New Partnership: Forge Trust
A partnership to reduce the cost and frustration of IRA investing and elevate the investor…
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New Client: Crowdfunding Real Estate Fund Sponsor Modiv
Straight-through processing and investor services for crowdfunding real estate fund sponsor.
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New Partnership: WealthForge
A partnership to add speed, efficiency and security to the investment process via straight-through new…
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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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New Client: Lighthouse Life Capital
Transfer agent and investor services for life settlement investment funds.
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New Client: Capital Square
Fund accounting and transfer agent services for a leading sponsor of Delaware Statutory Trusts..
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New Client: Time Equities, Inc
Transfer agent and investor services for a venerable name in commercial real estate investment.
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New Client: Clear Sky Capital
Transfer agent and fund accounting services for an investment management firm specializing in private equity…
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New Partnership: Alternative Investment Exchange (AIX)
A partnership to add speed, efficiency and reliability to the investment process.
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New Client: Valeo Groupe Americas
Fund accounting and investor services for a vertically integrated student and senior housing investment management…
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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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New VP Sales, Tony Olivo
Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which…
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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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New Client: OneWall Partners
Fund accounting and reporting services for funds focusing on transit- and lifestyle-oriented workforce housing.
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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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New Client: Lasalle Investment Management
STAR-XMS and transfer agent services for a flagship name in investment management.
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New Client: Forum Partners
Fund accounting and investor services for middle market real estate investment fund.
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