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: Real Estate Fund Sponsor Versity Invest
SAN RAFAEL, CA – Phoenix American is pleased to announce its new fund administration relationship…
Read More
New Client: Real Estate Investment Fund Sponsor Wander
SAN RAFAEL, CA – Phoenix American is pleased to announce its new client partnership with…
Read More
New Client: Cannabis Fund Sponsor AC Capital Partners
Phoenix American Onboards New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration Partnership…
Read More
New Client: Parking System Fund Sponsor Parking Vault
Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory…
Read More
New Client: Real Estate Investment Fund Sponsor Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment…
Read More
New Client: Real Estate Fund Sponsor Leitbox Storage Partners
P hoenix American Financial Services (Phoenix American) is pleased to announce the onboarding of real…
Read More
New Client: Multifamily Real Estate Fund Sponsor RealSource Properties
Transfer agent and investor services for the sponsor of multifamily real estate investment fund RealSource…
Read More
Onboarding of Additional Funds: ARCTRUST Properties
Transfer agent services for two additional funds for the sponsor of retail, residential, industrial, medical…
Read More
New White Paper: Commercial Real Estate in 2022
New White Paper on the State of Commercial Real Estate Emerging from Pandemic and the…
Read More
Aviation ABS Managing Agent Group: 2021 Year in Review
Phoenix American announces strong growth and expanded service offering for Aviation ABS in 2021.
Read More
New Client: Commercial Real Estate Fund Sponsor Burlington Capital
Transfer agent and investor services for the sponsor of real estate, international agribusiness, and private…
Read More
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 Partner: Venture.co
An integration partnership adding digital efficiency to new investment processing.
Read More
New Client: Keystone National Properties
Transfer agent and investor services for the sponsor of tax-advantaged alternative investment funds.
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
