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Updated by Phoenix American on Jan 05, 2022
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Phoenix American Financial Services

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Phoenix American

Phoenix American

Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer agent, our full-stack outsourced back-office solutions enable private fund managers to concentrate on what they do best.
Contact us @415-485-4500 or visit site to get more details: Fund Accounting

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Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform.

Phoenix American Financial Services Announces New Client Partnership with RealBlocks

Based in New York, RealBlocks democratizes access to alternative investments by digitizing shares of funds over a blockchain-enabled network. The network is designed to create enhanced levels of liquidity and access for the traditionally complex world of alternatives, thereby enabling fund managers, financial intermediaries and investors greater control and impact over their performance. Read more on https://bit.ly/3ppg0NZ

Expertise As A Service Provider And Technology Company – Phoenix American

In the early 1980s, Phoenix American Financial Services was established to leverage the back-office administrative capabilities of Phoenix Leasing as a full-service administrator for fellow sponsors in the alternative investment industry. STAR-XMS, an advanced proprietary shareholder recordkeeping and transfer agent system that maximizes back-office efficiency, was developed based on the experience of Phoenix Leasing.

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX), a digital platform built to improve processes for investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. Read more on https://bit.ly/3FUqVWl

Headquartered in Omaha, Nebraska, Burlington Capital is an alternative investment management firm that is driven by a tradition of trust. It pursues innovative business opportunities in real estate, international agribusiness, and private equity for its institutional, private, and public partners. Read more on https://bit.ly/31uXM5I

Phoenix American Onboards Multifamily Real Estate Fund Sponsor Burlington Capital For Fund Administration

Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Burlington Capital. Phoenix American will support Burlington Capital’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/3IwnSpE

Phoenix American Announces New Client Real Estate Fund Sponsor MHC Capital

Phoenix American is pleased to announce its new client partnership with real estate investment management firm MHC Capital (MHC). Phoenix American will support MHC  with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system.

Alternative Investments In Real Estate, International Agribusiness And Private Equity

Headquartered in Omaha, Nebraska, Burlington Capital is an alternative investment management firm that is driven by a tradition of trust. It pursues innovative business opportunities in real estate, international agribusiness, and private equity for its institutional, private, and public partners. Read more on https://bit.ly/3y0ov5G

New Client: Burlington Capital

Partnership reflects Phoenix American’s expertise in fund administration for alternative real estate funds Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Burlington Capital

Phoenix American Announces New Client Real Estate Fund Sponsor MHC Capital

Phoenix American is pleased to announce its new client partnership with real estate investment management firm MHC Capital (MHC). Phoenix American will support MHC with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/31IBcWF

Phoenix American is pleased to announce its new client partnership with real estate investment management firm and fund sponsor NAI Legacy. Phoenix American will support NAI Legacy with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. NAI Legacy will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements.

New Partnership: Founder Institute

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and the Founder Institute, a global startup accelerator, have announced a partnership to provide fund Administration, Investor Services And Fund Accounting For Graduates Of Founder Institute'S VC Lab Program. Read more on https://bit.ly/3pFuLvR

Phoenix American Onboards Multifamily Real Estate Fund Sponsor Burlington Capital For Fund Administration

Phoenix American Onboards Multifamily Real Estate Fund Sponsor Burlington Capital For Fund Administration Partnership reflects Phoenix American’s expertise in fund administration for alternative real...

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and the Founder Institute, a global startup accelerator, have announced a partnership to provide fund administration, investor services and fund accounting for graduates of Founder Institute’s VC Lab program. The partnership will enable program alumni to benefit from institutional-class back office infrastructure.

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and the Founder Institute, a global startup accelerator, have announced a partnership to provide fund administration, investor services and fund accounting for graduates of Founder Institute’s VC Lab program. The partnership will enable program alumni to benefit from institutional-class back office infrastructure.

In 2021, it is estimated that 1-in-3 malls and half of department stores across the nation will close permanently. 75% of all mall owners are considering repositioning mall spaces in the future. Malls typically generate a good chunk of local tax revenue but increasing vacancy is a problem that only keeps growing. Read more on https://bit.ly/3GCVnVv

In a recent post we discussed ten ways outsourced fund administration saves you money. But it gets better. There are actually four ways the right fund administration provider can make you money. Obviously, as an agnostic third-party provider of back-office services, your fund administrator is not in a position to introduce capital, refer potential investors or in any way promote your investment product. Read more on https://bit.ly/3dElzCt

Fund Accounting: PHXA Chief Risk & Compliance Officer On ADISA Spring Panels

 Phoenix American, as part of its mission as a leader in innovation and efficiency for alternative investments, engages with the industry on an ongoing basis. The company participates in conferences, webinars and roundtables to keep current on emerging trends, educate colleagues on back-office issues and collaborate with industry partners to help drive the industry forward.

Decades of specialized experience with alternative investment funds combined with industry-leading technology and white glove customer service. We provide fund administration for funds of any scale or structure, AUM or investor count. Phoenix American achieves an unparalleled level of back-office efficiency.

Phoenix American is engaged with both the local and broader communities, and we strive to set an example for charitable involvement and corporate responsibility. A member of the California Chamber of Commerce, Phoenix American is a proud supporter of important charities and an active participant in local and national outreach. Read more on https://bit.ly/3lYgMAi

Company Culture - Phoenix American Financial Services - Phoenix American

The company culture of the Phoenix American workforce is that of a family and team. Your team. Our passion for the work we do and our enthusiasm for working together is what makes Phoenix American a premium provider and a great place to work. Partnering with Phoenix American is as much like working with your own employees as we can make it, with many added benefits. Read more on https://bit.ly/31TEyX5

Helping good people find good homesMHC Capital operates manufactured home communities across the Midwest and the Great Plains region. The company focuses on helping buyers find the right fit for their needs and budget without compromising on quality. MHC seeks to develop quality affordable homes with a deep sense of community and a shared set of values. Read more on https://bit.ly/3dN5XN2

Phoenix American is pleased to announce its client partnership with Modiv Inc. Phoenix is supporting Modiv with its advanced transfer agent system, STAR-XMS, and industry leading investor services platform with customizations to accommodate Modiv’s innovative approach to product distribution.

Phoenix American Announces New Client Partnership with Sandy Bay Partners

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners (“Sandy Bay”). Phoenix will fulfill the back-office operational needs of Sandy Bay with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management/transfer agent system. Read more on https://bit.ly/3INmfns