Listly by Phoenix American
We’ve recently embarked on an update of our brand image to coincide with today’s launch of our new website. We’re excited to add this milestone to Phoenix American’s 48 years in operation.
We’ve recently embarked on an update of our brand image to coincide with today’s launch of our new website. We’re excited to add this milestone to Phoenix American’s 48 years in operation. As we look to the future, we’re also taking this opportunity to look at our surprising history and how it has shaped the company we are today.
Transparency and responsiveness with investors and advisors promote loyalty and enhance the credibility of your brand. Web portal, email, phone and mail communications are all centralized and tracked in the STAR-XMS system, giving investors the information they need to manage their finances, File their taxes and decide to invest in your next fund. Read more on https://bit.ly/3bLf7tc
Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd (“Phoenix American”) announced solid business and operational progress in 2020, building on the company’s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the commercial aviation industry. In February 2020, Phoenix American was appointed as Managing Agent for the AASET 2020–1 ABS and the LUNAR 2020–1 ABS. With the pandemic shutdowns, the company concentrated on maintaining peak service levels for existing clients and enhancing other revenue streams: accounting for sale-leaseback transactions, servicing warehouse facility deals, administering finance transactions.
Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd (“Phoenix American”) announced solid business and operational progress in 2020, building on the company’s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the commercial aviation industry. Read more on https://bit.ly/3rSeuDH
Simply put, fund administration is the outsourced performance by a third party of back-office functions for an investment fund. In terms of the investment portfolio (the asset side), fund administration involves accounting, tracking and reporting transactions and values for the portfolio as a whole and, if necessary, for the portfolio assets individually. Read more on https://bit.ly/30RnZre
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. Read more on https://bit.ly/3vxZpJS
However, if your fund administration provider is deeply experienced, uniquely equipped and genuinely aligned with your interests as a fund manager, there are four ways your back office can significantly enhance your ability to raise new funds. Read more on https://bit.ly/3vzWL6s
Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd (“Phoenix American”) announced solid business and operational progress in 2020, building on the company’s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the commercial aviation industry.
In February 2020, Phoenix American was appointed as Managing Agent for the AASET 2020-1 ABS and the LUNAR 2020-1 ABS. With the pandemic shutdowns, the company concentrated on maintaining peak service levels for existing clients and enhancing other revenue streams: accounting for sale-leaseback transactions, servicing warehouse facility deals, administering finance transactions. Read more on https://bit.ly/3bYmqhh
Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing. Read more on https://bit.ly/38YXxjP
New Partnership Reflects Phoenix American Experience with Alternative Investment Funds and Proficiency with All Asset Classes Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with Pennsylvania-based life settlement company Lighthouse Life Capital. Read more on https://bit.ly/3s9nO6C
In its most limited sense, a transfer agent is an agnostic third-party entity required to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their registration with the Securities and Exchange Commission. Other companies are not required to use a transfer agent but choose to because of the arms-length nature of the transfer agent service and because other back office services may be offered by the transfer agent. Still others, which are not required to use a transfer agent, process transfers themselves.
Phoenix American Financial Services provides full-service fund administration, fund accounting, transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry. The Phoenix American aircraft group provides administration and accounting services for securitizations specializing in the commercial aviation leasing industry. Read more on https://bit.ly/3lGiNzT
Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface
Founded in 1966, Time Equities, Inc. (“TEI”) has been in the real estate investment, development, and asset and property management business for more than 50 years. TEI currently holds in its own portfolio approximately 33.6 million square feet of residential, industrial, office and retail property, including about 5,000 multi-family apartment units. Read more on https://bit.ly/316T7Db
From real estate and debt funds to commodity pools and asset-backed securities, we’ve served every kind of alternative investment fund and developed innovative solutions as new structures and strategies emerge. Our clients rely on us not only as a service provider but also as a trusted partner for operational strategy and best practices. Read more on https://bit.ly/3lLBTVd
New Partnership Reflects Phoenix American Experience with Alternative Real Estate Funds and Specialization in Services for Delaware Statutory Trusts Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with private equity real estate investment fund sponsor, Capital Square. Read more on https://bit.ly/3vYy2Jb
How investment returns are allotted to investors and management must be easy for investors to understand, practical for fund accounting to execute and perceived by all parties as representing equitable compensation for management performance and investor risk as both parties are involved in creating the investment return. Read more on https://bit.ly/3conqeP
Different fund types are different with regard to waterfalls. – Real estate investors expect big returns on their investments with a targeted internal rate of return (IRR). The investor essentially represents debt to the fund, a fixed cost. There will typically be a mid-stream waterfall with a cap on returns. Read more on https://bit.ly/3fdKzCv
Founded in 1966, Time Equities, Inc. (“TEI”) has been in the real estate investment, development, and asset and property management business for more than 50 years. TEI currently holds in its own portfolio approximately 33.6 million square feet of residential, industrial, office and retail property, including about 5,000 multi-family apartment units. Read more on https://adobe.ly/2Pa6Ard
Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer ...