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Press Releases
Learn more about our recent activity through our press releases and other news
Phoenix American Wins Best Administrator – Client Service
SAN RAFAEL, CA – Private Equity Wire, a provider of news and analysis for the…
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New Client: Real Estate Debt Fund Sponsor Great Oak Funding
LARKSPUR, CA – Phoenix American is pleased to announce its new fund administration relationship with…
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New Client: Real Estate Fund Sponsor Versity Invest
SAN RAFAEL, CA – Phoenix American is pleased to announce its new fund administration relationship…
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New Client: Real Estate Investment Fund Sponsor Wander
SAN RAFAEL, CA – Phoenix American is pleased to announce its new client partnership with…
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New Client: Cannabis Fund Sponsor AC Capital Partners
Phoenix American Onboards New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration Partnership…
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New Client: Parking System Fund Sponsor Parking Vault
Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory…
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New Client: Real Estate Investment Fund Sponsor Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment…
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New Client: Real Estate Fund Sponsor Leitbox Storage Partners
P hoenix American Financial Services (Phoenix American) is pleased to announce the onboarding of real…
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New Client: Multifamily Real Estate Fund Sponsor RealSource Properties
Transfer agent and investor services for the sponsor of multifamily real estate investment fund RealSource…
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Onboarding of Additional Funds: ARCTRUST Properties
Transfer agent services for two additional funds for the sponsor of retail, residential, industrial, medical…
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New White Paper: Commercial Real Estate in 2022
New White Paper on the State of Commercial Real Estate Emerging from Pandemic and the…
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Aviation ABS Managing Agent Group: 2021 Year in Review
Phoenix American announces strong growth and expanded service offering for Aviation ABS in 2021.
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New Client: Commercial Real Estate Fund Sponsor Burlington Capital
Transfer agent and investor services for the sponsor of real estate, international agribusiness, and private…
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New Client: MHC Capital
Transfer agent and investor services for the sponsor of manufactured housing investment funds.
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New Client: NAI Legacy
Transfer agent and investor services for tax-advantaged real estate investment funds including 1031/DST programs..
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New Partner: Venture.co
An integration partnership adding digital efficiency to new investment processing.
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New Client: Keystone National Properties
Transfer agent and investor services for the sponsor of tax-advantaged alternative investment funds.
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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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New Client: Bonaventure
Investor services and fund accounting for a fully integrated real estate investment management firm.
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New Client: Sandy Bay Partners
Transfer agent and investor services for real estate and conservation easement investment funds..
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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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