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Customer Relationship Management
Securitization Administration + Accounting
Printing + Fulfillment
Back Office Services for Alternative Investment Funds
Phoenix American Financial Services understands your need to focus on the functions that make your investment fund a success. When you rely on Phoenix American for a customized solution to your back office needs, you have a valuable partner integral to your business and dedicated to the prosperity of your enterprise.

For decades, hedge funds, private equity, venture capital funds, non-traded REITs, securitizations, BDCs and alternative investment funds of every variety have turned to Phoenix American. Our long experience, cutting-edge technology and devotion to customer service streamline client operations to maximize shareholder value.
We pride ourselves on the efficiency and dedication of our headquarters-based employees.

We invest in our people. We never outsource. You reap the benefits.
transfer agent client

“I wish other transfer agents were as helpful and forward thinking as Phoenix American.”
~LPL Alternative Investments