Phoenix American Financial Services, IncPhoenix American Financial Services, IncPhoenix American Financial Services, Inc
  • Fund Administration
    • Proprietary Technology
    • Transfer Agent & Investor Services
    • Fund Accounting
    • Investor Communications
    • Aviation ABS
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    • Press Releases
    • Insights
    • White Papers
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Press Releases

New Client: Valeo Groupe Americas

Fund accounting and investor services for a vertically integrated student and senior housing investment management…
David FIsher
David FIsherAugust 13, 2020
Insight

Fund Accounting 101: What is Fund Accounting?

Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment…
Phoenix American
Phoenix AmericanAugust 3, 2020
Press Releases

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…
David FIsher
David FIsherJuly 22, 2020
Insight

New Report: Venture Capital & COVID-19 Trend Outlook

We have published a new white paper examining the initial impacts of the COVID-19 pandemic…
Phoenix American
Phoenix AmericanJuly 20, 2020
Insight

What is Fund Administration?

Fund Administration is the outsourced performance by a third party of back-office functions for an…
Phoenix American
Phoenix AmericanJuly 17, 2020
Insight

What Is a Transfer Agent?

In its most limited sense, a transfer agent is an agnostic third-party entity required  to…
Phoenix American
Phoenix AmericanJuly 9, 2020
Insight

What is the Impact of Covid-19 on CRE?

Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial…
Phoenix American
Phoenix AmericanJuly 1, 2020
Insight

10 Ways Third-Party Fund Administration Saves You Money

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services,…
Phoenix American
Phoenix AmericanJune 9, 2020
Press Releases

New VP Sales, Tony Olivo

Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which…
Phoenix American
Phoenix AmericanMay 4, 2020
The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for fund sponsors. Insight

How to Emerge From COVID-19 Stronger

The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for…
Phoenix American
Phoenix AmericanApril 17, 2020
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Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales.

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US Offices

Headquarters
2401 Kerner Blvd
San Rafael, CA 94901

Arizona
2550 W. Union Hills Drive
Suite 350
Phoenix, AZ 85027

New Hampshire
Pine Tree Place
360 Route 101, Suite 1501
Bedford, NH 03110

Global Offices

Ireland
Unit J Block 1
Shannon Business Park
Shannon, Co. Clare

India
Office No. 2, Level 8, SLN Terminus
Gachibowli, Hyderabad
Telangana – 500032

Cuba
PSC 1005, Box 285
FPO AE 09593

© 2021 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use. Designed by SFWP

  • Fund Administration
    • Proprietary Technology
    • Transfer Agent & Investor Services
    • Fund Accounting
    • Investor Communications
    • Aviation ABS
  • Leadership
  • About Us
  • Resources
    • Press Releases
    • Insights
    • White Papers
    • Collateral
  • Contact
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