Learn why industry leaders trust us for their back office
Let’s discuss how Phoenix can elevate your investor experience
Press Releases
Learn more about our recent activity through our press releases and other news
New Client: MHC Capital
Transfer agent and investor services for the sponsor of manufactured housing investment funds.
Read More
New Client: NAI Legacy
Transfer agent and investor services for tax-advantaged real estate investment funds including 1031/DST programs..
Read More
New Partnership: Founder Institute
A partnership to provide institutional-class fund administration to alumni of Founder Institute's VC Lab program.
Read More
New Client: Bonaventure
Investor services and fund accounting for a fully integrated real estate investment management firm.
Read More
New Client: Sandy Bay Partners
Transfer agent and investor services for real estate and conservation easement investment funds..
Read More
New Partnership: Forge Trust
A partnership to reduce the cost and frustration of IRA investing and elevate the investor…
Read More
New Client: Crowdfunding Real Estate Fund Sponsor Modiv
Straight-through processing and investor services for crowdfunding real estate fund sponsor.
Read More
New Partnership: WealthForge
A partnership to add speed, efficiency and security to the investment process via straight-through new…
Read More
Aviation ABS Managing Agent Group: 2020 Year in Review
Phoenix American Aviation ABS Managing Agent group announces solid business and operational progress in 2020.
Read More
New Client: Lighthouse Life Capital
Transfer agent and investor services for life settlement investment funds.
Read More
New Client: Capital Square
Fund accounting and transfer agent services for a leading sponsor of Delaware Statutory Trusts..
Read More
New Client: Time Equities, Inc
Transfer agent and investor services for a venerable name in commercial real estate investment.
Read More
New Client: Clear Sky Capital
Transfer agent and fund accounting services for an investment management firm specializing in private equity…
Read More
New Partnership: Alternative Investment Exchange (AIX)
A partnership to add speed, efficiency and reliability to the investment process.
Read More
New Client: Valeo Groupe Americas
Fund accounting and investor services for a vertically integrated student and senior housing investment management…
Read More
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…
Read More
New VP Sales, Tony Olivo
Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which…
Read More
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…
Read More
New Client: OneWall Partners
Fund accounting and reporting services for funds focusing on transit- and lifestyle-oriented workforce housing.
Read More
New Client: Inspired Healthcare Capital
Full-service fund administration for funds focusing on accounts dedicated to senior living and memory care.
Read More
New Client: Lasalle Investment Management
STAR-XMS and transfer agent services for a flagship name in investment management.
Read More
New Client: Forum Partners
Fund accounting and investor services for middle market real estate investment fund.
Read More
