Home PHXA - Phoenix American Financial Services, Inc
Time 2022-08-14 18:43:53Web Name: Home PHXA - Phoenix American Financial Services, Inc
WebSite: http://www.phxa.com
ID:281064
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Phoenix,PHXA,Home,AmericanDescription:
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.
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 MoreFull-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 MOREProprietary, web-based fund administration software
The administration system and web portal solution for alternative investment funds
LEARN MORETransfer Agent Services
SEC Registered Transfer Agent SOC 1, Type II Audited Procedures
ACCOUNT MANAGEMENTPROPRIETARY TECHNOLOGYINDUSTRY CONNECTIVITYCASH MANAGEMENTFORMS PROCESSINGCOMPLIANCE SERVICESLEARN MOREFund Accounting
Portfolio Tracking, Reporting & Waterfall Calculations
PORTFOLIO REPORTINGFINANCIAL STATEMENT PREPARATIONCAPITAL ACTIVITY COMMUNICATIONSWATERFALL & CARRY ALLOCATIONSNET ASSET VALUESTAX SERVICESLEARN MOREFund Accounting
Portfolio Tracking, Reporting & Waterfall Calculations
PORTFOLIO REPORTINGFINANCIAL STATEMENT PREPARATIONCAPITAL ACTIVITY COMMUNICATIONSWATERFALL & CARRY ALLOCATIONSNET ASSET VALUESTAX SERVICESLEARN MOREInvestor Relations
Information Management for Investors and Advisors
INVESTOR & ADVISOR WEB PORTALIN-HOUSE PRINTING & MAILINGEMAIL COMMUNICATIONSIN-HOUSE CALL CENTERPROXY SERVICESREPORTINGLEARN MOREAviation ABS
Managing Agent for Aircraft and Engine Securitizations
WATERFALLCASH MANAGEMENTACCOUNTING & REPORTINGCOMPANY SECRETARYADMINISTRATION & OTHER SERVICESLEARN MOREAviation 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 LeadershipGUS 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.
Welcome, Steve Leonhardt, Vice President, Head of Fund Accounting
The Council was created under the direction of the Institute for Portfolio Alternatives (IPA) Board…IPA Rising Leader Council Peter Aregger
The Council was created under the direction of the Institute for Portfolio Alternatives (IPA) Board…New Client: Multifamily Real Estate Fund Sponsor RealSource Properties
Transfer agent and investor services for the sponsor of multifamily real estate investment fund RealSource…New White Paper: Commercial Real Estate in 2022
Phoenix American Announces New White Paper on the State of Commercial Real Estate Emerging from…Aviation ABS Managing Agent Group: 2021 Year in Review
Phoenix American Aviation ABS Managing Agent group announces strong growth and expanded service offering in…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
Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales.
Explore More
HomeLeadershipAbout UsResourcesContactCareersUS 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 Overview
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