Phoenix American
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.
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/3hg7tui
Phoenix began as an investment fund sponsor and thrived because of its unwavering commitment to investors. We have developed our people, designed our systems, and honed our processes with the success and satisfaction of every investor in mind. That commitment is at the core of our approach as an operational partner for our client firms. Read more on https://bit.ly/3uIV5a4
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/3bh3QQX
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/3hjvq3I
Phoenix American will fulfill the back-office operational needs of Capital Square with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system as well as specialized fund accounting and financial reporting services. Read more on https://bit.ly/2R3yJS2
Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Read more on https://bit.ly/33vNq2G
Phoenix American Financial Services, Inc. provides back-office outsourcing services including fund administration, fund accounting, investor services and sales and marketing reporting for management firms in the alternative investment industry. The Phoenix American aircraft group, including its Irish subsidiary, PAFS Ireland Ltd, provides managing agent services. Read more on https://bit.ly/3bgoYqi
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 fund 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/3yabRRx
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, Read more on https://bit.ly/2Rjixfg
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Inspired Healthcare Capital (“IHC”). Phoenix will support IHC with its advanced transfer agent system and industry leading investor services platform, as well as fund accounting and financial reporting services. Read more on https://bit.ly/3fgMQv8
Phoenix American is pleased to announce its new client partnership with investment management firm Clear Sky Capital (“Clear Sky”). Phoenix American will support Clear Sky with its industry leading investor services platform featuring the STAR-XMS investor management / transfer agent system as well as integrated fund accounting services. Read more on https://bit.ly/3tK0R9K
Phoenix American will fulfill the back-office operational needs of Capital Square with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system as well as specialized fund accounting and financial reporting services. Read more on https://bit.ly/3bG3ZxB
Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Read more on https://bit.ly/3fgGbB3
Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management can concentrate on its core tasks of fundraising and the acquisition of portfolio assets. With the right fund accounting partner, an investment fund can rely on systematic day-to-day tracking of portfolio investments. Read more on https://bit.ly/3tHwSPV
Return of Capital – 100% of profits are distributed to the investors until the total amount of their contributed capital is returned. Preferred Return – 100% of profits are distributed to the investors until a predetermined annual rate (a preferred return) is reached (usually 7-9%). Read more on https://bit.ly/2SNfwUY
We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond.
A transfer agent may be a bank, a trust company, a stand-alone transfer agent provider or a team within a corporation or investment fund acting as the company’s own transfer agent. An in-house team may license a transfer agent system to increase their own efficiency without the licensor being the ‘transfer agent of record’. Read more on https://bit.ly/3fij8Gc
Despite today’s challenges, many funds are thriving – but how?The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for fund sponsors. Although most disaster recovery planning failed to contemplate the scale and character of this event, the best prepared sponsors are experiencing the least risk to their ability to continue business. Read more on https://bit.ly/3uUBC6h
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/3ePyItY
Issue and cancel certificates to reflect changes in ownership. For example, when a company declares a stock dividend or stock split, the transfer agent issues new shares. Transfer agents keep records of who owns a company’s stocks and bonds and how those stocks and bonds are held — whether by the owner in certificate form, by the company in book-entry form, or by the investor’s brokerage firm in street name. Read more on https://bit.ly/3ygOjub
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.
The benefits to investment funds of outsourced fund operations, including fund accounting, fund administration, tax services, sales reporting, investor phone support, web portal, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office outsourcing simply benefits the bottom line:
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/31zTQQZ
In the last 100 years, 1031 exchanges are responsible for creating a ton of revenue, jobs, investments, and economic benefit to the nation. During his campaign, Biden stated he “wanted to completely end the 1031 exchange tax break.” While this is unlikely, it remains unclear as to how the $500,000 limit is being imposed.
Founder Institute is the world’s largest pre-seed startup accelerator. Founded in 2009, the company has helped over 5,000 entrepreneurs get the focus and support needed to build businesses that matter. Based in Silicon Valley and with chapters across 90 countries, the Founder Institute’s mission is to empower communities of talented and motivated people to build impactful technology companies worldwide.
Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer ...
