Phoenix American Financial Services, IncPhoenix American Financial Services, IncPhoenix American Financial Services, Inc
  • Services
    • Fund Administration
    • Fund Accounting & Reporting
    • Transfer Agent Services
    • Investor Relations
    • Aviation ABS Managing Agent
    • Proprietary Technology
  • Leadership
  • About Us
  • Resources
    • Press Releases
    • Blog
    • Company News
    • White Papers
    • Literature
  • Careers
  • Contact
Insights

Focus on Fundraising: Fund Administration and Straight-Through Processing

Fund administration is an important aspect of the alternative investment industry, as it involves the…
David FisherJanuary 5, 2023
alt="" Insights

The SOC 1, Type II Audit of Transfer Agent Processes

Atransfer agent’s clients rely on special systems and procedures to process and store sensitive data.…
David FisherDecember 29, 2022
Insights

Investor Relations Pitfalls, Part 3 – Communications

Investors are more demanding than ever before, have higher expectations and, because they have a…
David FisherDecember 21, 2022
Papers and a pen sit neatly on a desk. Insights

Fund Accounting 101: Reporting Deliverables

You should be aware of what to anticipate from your fund accounting team and what…
David FisherDecember 13, 2022
Press Releases

New Client: Parking System Fund Sponsor Parking Vault

Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory…
David FisherDecember 7, 2022
A picture looking up at sky scrapers. Insights

Fund Administration for Debt Funds, Part 2 – Systems & Experience

Increasing investor expectations and new government regulations are just some of the factors driving the…
David FisherDecember 7, 2022
A person takes notes while studying. Insights

Case Study: Transfer Agent Innovation Enables Private Investors in a Public Fund

By its strictest definition, a transfer agent is a neutral third-party organization that processes the transfer of…
David FisherDecember 1, 2022
Phoenix American Announces New Client Ashford Inc Press Releases

New Client: Real Estate Investment Fund Sponsor Ashford Inc.

Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment…
David FisherNovember 30, 2022
Typing hands at a workstation. Insights

Investor Relations Pitfalls, Part 2 – Controls

T here is more variety and competition among investment funds than ever before. Investors have…
David FisherNovember 22, 2022
Fund Accounting 101: Capital Activities Insights

Fund Accounting 101: Capital Activities

How to account for your capital flow, manage its movements and report on it with…
David FisherNovember 17, 2022
« Previous
NextPrevious »

 


Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales.

Explore More

  • Home
  • Leadership
  • About Us
  • Resources
  • Contact
  • Careers

US Offices

Headquarters
2401 Kerner Blvd
San Rafael, CA 94901
(866) 895-5050

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 V14 FP57

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

Cuba
PSC 1005, Box 285
FPO AE 09593

© 2023 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use

  • Services
    • Fund Administration
    • Fund Accounting & Reporting
    • Transfer Agent Services
    • Investor Relations
    • Aviation ABS Managing Agent
    • Proprietary Technology
  • Leadership
  • About Us
  • Resources
    • Press Releases
    • Blog
    • Company News
    • White Papers
    • Literature
  • Careers
  • Contact
We use cookies to personalize content and to provide you with an improved user experience. By continuing to browse this site you consent to the use of cookies. Please visit our cookie policy for further details. Cookie settingsI Understand
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT