Fund Operations Services for the
World of Alternative Investments

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, fund companies have turned to Phoenix American's long experience, cutting-edge technology and devotion to customer service to streamline their operations. 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.

  • SEC Registered Transfer Agent

    SOC I, Type II Audited Services*

    Administration for Alternative Funds Since 1972

The Advantage of Third Party Administration

An experienced and independent third party administrator provides stability and compliance to fund operations and frees the portfolio managers to concentrate on the investments that drive growth.

  • Credibility – A solid fund infrastructure appeals to institutional and sophisticated investors.
  • Compliance – Audited transfer agent services satisfy regulators, managing broker dealers and investment platforms.
  • Efficiency – Experienced professionals using customized tools maximize return on operational dollar.
  • Integration – A single provider of fund operations services minimizes errors and maximizes data security.
  • Scalability – Fund benefits over time with services that expand as the fund succeeds.
  • Reputation – Responsive professional service impresses investors and financial advisors.
Phoenix American Financial Services

Why Phoenix

Phoenix American combines cutting edge technology with a commitment to personalized customer service at prices that maximize shareholder value.

  • 45 years – of experience and innovation
  • SOC 1, Type II – audited procedures*
  • Seasoned Staff – providing responsive partner-oriented service
  • STAR-XMS – the most advanced and versatile transfer agent system in alternative investments
  • Customizable Services – for funds of any size, asset class or operational need
  • Consulting Support – guidance for start-up funds to give new managers their best chance of success
  • Value Oriented – administration services for both domestic and international funds

Phoenix American Announces

  • New Client Partnership with One Wall Partners

  • New Client Partnership with Forum Partners

  • Aircraft ABS Group - 2019 Year in Review

  • New Client, LaSalle Investment Management

  • New Client, Inspired Healthcare

  • New Client Partnership with RealBlocks

Fund Administration

A Smart Decision for Startup Funds