Home PHXA - Phoenix American Financial Services, Inc

Web Name: Home PHXA - Phoenix American Financial Services, Inc

WebSite: http://www.phxa.com

ID:281064

Keywords:

Phoenix,PHXA,Home,American

Description:


Raise capital. Acquire assets. We’ve got the rest.

Fund administration, accounting and technology for alternative investment funds.
Enabling private fund sponsors to focus on what they do best.

CONNECT WITH US
RISING LEADER: PETER AREGGER

Phoenix American’s own Peter Aregger is announced as one of the select few dynamic and talented individuals selected by the Institute for Portfolio Alternatives to serve on the 2022-2024 IPA Rising Leaders Council.

Read More

Full-Service Fund Administration

CONSULTATIVE

We enable our clients to perform at their operational best through our end-to-end consultation on back office best practices.

DEEP EXPERIENCE

From our long history as a prominent fund sponsor, we have first-hand experience with our clients’ needs and challenges.

SERVICE CULTURE

Our dedication to high-touch personalized service is focused on establishing real partnerships and providing innovative solutions.

TRANSPARENCY

Investors enjoy complete visibility into all account, asset and transaction data via multiple channels of communication.

Proprietary, web-based fund administration software

The administration system and web portal solution for alternative investment funds

LEARN MORE

Proprietary, web-based fund administration software

The administration system and web portal solution for alternative investment funds

LEARN MORE

Transfer Agent Services

SEC Registered Transfer Agent                        SOC 1, Type II Audited Procedures

ACCOUNT MANAGEMENTPROPRIETARY TECHNOLOGYINDUSTRY CONNECTIVITYCASH MANAGEMENTFORMS PROCESSINGCOMPLIANCE SERVICESLEARN MORE

Fund Accounting

Portfolio Tracking, Reporting & Waterfall Calculations

PORTFOLIO REPORTINGFINANCIAL STATEMENT PREPARATIONCAPITAL ACTIVITY COMMUNICATIONSWATERFALL & CARRY ALLOCATIONSNET ASSET VALUESTAX SERVICESLEARN MORE

Fund Accounting

Portfolio Tracking, Reporting & Waterfall Calculations

PORTFOLIO REPORTINGFINANCIAL STATEMENT PREPARATIONCAPITAL ACTIVITY COMMUNICATIONSWATERFALL & CARRY ALLOCATIONSNET ASSET VALUESTAX SERVICESLEARN MORE

Investor Relations

Information Management for Investors and Advisors

INVESTOR & ADVISOR WEB PORTALIN-HOUSE PRINTING & MAILINGEMAIL COMMUNICATIONSIN-HOUSE CALL CENTERPROXY SERVICESREPORTINGLEARN MORE

Aviation ABS

Managing Agent for Aircraft and Engine Securitizations

WATERFALLCASH MANAGEMENTACCOUNTING & REPORTINGCOMPANY SECRETARYADMINISTRATION & OTHER SERVICESLEARN MORE

Aviation ABS

Managing Agent for Aircraft and Engine Securitizations

WATERFALLCASH MANAGEMENTACCOUNTING & REPORTINGCOMPANY SECRETARYADMINISTRATION & OTHER SERVICESLEARN MORE

We have worked with Phoenix and received superior customer service for our investors. We are confident that Phoenix American’s technology and commitment to customer service can support our current and future needs.

Russell Platt, Forum PartnersChief Executive Officer

OneWall recently launched fundraising for our Nova Appian Preferred Income Fund I to continue expanding our workforce housing portfolio in the northeast. Phoenix American supports us with a specialized, high-quality fund administration platform at a great value. We are happy to be partnering with them as we enter our next phase of growth.

Nate Kline, OneWall PartnersChief Investment Officer

As a leader in fund services for alternative investments, Phoenix American and their ability to support our needs with their advanced technology and commitment to outstanding customer service give us great confidence.

Ed Leavitt, TriLinc GlobalDirector of Product Development

In today’s ultra-competitive and ever-changing landscape, we are keenly aware of how important it is to provide superior service to our clients. Adding Phoenix American to our team of vendors provides us with the robust platform and institutional knowledge it takes to deliver a better product and experience.

Will Strong, Virtus Real Estate CapitalChief Financial & Operations Officer

Technological innovation is a core value of our vision for the future of the alternatives market. In working with Phoenix American, we believe that their forward thinking and expertise in the industry will help us to deliver our clients a best-in-class experience.”

Perrin Quarshie, RealBlocksFounder & Chief Executive Officer

We are always striving to provide the best client service possible to our investors, while at the same time managing the steady growth of our funds and investor base. Having administrative support from Phoenix American enables us to keep our primary focus on sourcing assets to acquire with which to provide maximum value to our investors.

David Becker, Time EquitiesSenior Managing Director

Team of Industry Veterans

Phoenix American’s leadership is an accomplished team of alternative asset professionals

Learn More about Leadership

GUS CONSTANTIN

Founder, President, Chairman & CEO

ANDREW CONSTANTIN

Chief Operating Officer

JOSEPH HORGAN

SVP, Aviation ABS

ZANE DOYLE

VP, CSO, Business Development

SAMUEL PETRECKY

SVP, Fund Accounting

NED MONTENECOURT

SVP, Chief Compliance & Risk Officer

KATHLEEN CONTE

Director of Application Development

JOHN MCINERNEY

Managing Director, PAFS Ireland, LTD.

Insights & Press

Discover our latest content — from thought leadership white papers to press releases on new clients to our blog highlighting key insights on emerging trends in the alternative assets space.

Insights

Welcome, Steve Leonhardt, Vice President, Head of Fund Accounting

The Council was created under the direction of the Institute for Portfolio Alternatives (IPA) Board… Insights

IPA Rising Leader Council Peter Aregger

The Council was created under the direction of the Institute for Portfolio Alternatives (IPA) Board… Press Releases

New Client: Multifamily Real Estate Fund Sponsor RealSource Properties

Transfer agent and investor services for the sponsor of multifamily real estate investment fund RealSource… Press Releases

New White Paper: Commercial Real Estate in 2022

Phoenix American Announces New White Paper on the State of Commercial Real Estate Emerging from… Press Releases

Aviation ABS Managing Agent Group: 2021 Year in Review

Phoenix American Aviation ABS Managing Agent group announces strong growth and expanded service offering in… Press Releases

New Client: Commercial Real Estate Fund Sponsor Burlington Capital

Transfer agent and investor services for the sponsor of real estate, international agribusiness, and private…

Learn why industry leaders trust us for their back office

Let’s discuss how Phoenix can elevate your investor experience

Connect With Us


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

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HomeLeadershipAbout UsResourcesContactCareers

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

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If you're in need of support with a client fund, please call (415) 485-4500. Fund AdministrationProprietary TechnologyTransfer Agent ServicesFund AccountingInvestor RelationsAviation ABSLeadershipAbout UsResourcesPress ReleasesInsightsWhite PapersCollateralCareersContact 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 UnderstandPrivacy & Cookies Policy

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