SAN RAFAEL, CA – Phoenix American is pleased to announce its new fund administration relationship…
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SAN RAFAEL, CA – Phoenix American is pleased to announce its new client partnership with…
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Phoenix American Onboards New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration Partnership…
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Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory…
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Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment…
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P hoenix American Financial Services (Phoenix American) is pleased to announce the onboarding of real…
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Transfer agent and investor services for the sponsor of multifamily real estate investment fund RealSource…
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Transfer agent services for two additional funds for the sponsor of retail, residential, industrial, medical…
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New White Paper on the State of Commercial Real Estate Emerging from Pandemic and the…
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Phoenix American announces strong growth and expanded service offering for Aviation ABS in 2021.
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Transfer agent and investor services for the sponsor of real estate, international agribusiness, and private…
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Transfer agent and investor services for the sponsor of manufactured housing investment funds.
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Transfer agent and investor services for tax-advantaged real estate investment funds including 1031/DST programs..
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An integration partnership adding digital efficiency to new investment processing.
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Transfer agent and investor services for the sponsor of tax-advantaged alternative investment funds.
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A partnership to provide institutional-class fund administration to alumni of Founder Institute's VC Lab program.
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Investor services and fund accounting for a fully integrated real estate investment management firm.
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Transfer agent and investor services for real estate and conservation easement investment funds..
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A partnership to reduce the cost and frustration of IRA investing and elevate the investor…
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Straight-through processing and investor services for crowdfunding real estate fund sponsor.
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A partnership to add speed, efficiency and security to the investment process via straight-through new…
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Phoenix American Aviation ABS Managing Agent group announces solid business and operational progress in 2020.
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Transfer agent and investor services for life settlement investment funds.
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Fund accounting and transfer agent services for a leading sponsor of Delaware Statutory Trusts..
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Transfer agent and investor services for a venerable name in commercial real estate investment.
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Transfer agent and fund accounting services for an investment management firm specializing in private equity…
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A partnership to add speed, efficiency and reliability to the investment process.
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Fund accounting and investor services for a vertically integrated student and senior housing investment management…
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JOHN MCINERNEY WINNER OF THE AIRLINE ECONOMICS MAGAZINE FUTURE LEADER OF THE YEAR AWARD FOR…
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Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which…
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We’ve recently embarked on an update of our brand image to coincide with today’s launch…
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Fund accounting and reporting services for funds focusing on transit- and lifestyle-oriented workforce housing.
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Full-service fund administration for funds focusing on accounts dedicated to senior living and memory care.
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STAR-XMS and transfer agent services for a flagship name in investment management.
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Fund accounting and investor services for middle market real estate investment fund.
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Fund accounting and investor services for fund sponsor digitizing shares over a blockchain-enabled network.
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Phoenix American aviation ABS managing agent group announces robust business and operational growth 2019.
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