Press Releases Learn more about our recent activity through our press releases and other news CONNECT WITH USLEARN MORE November 18, 2021 in Press Releases New Client: MHC Capital Transfer agent and investor services for the sponsor of manufactured housing investment funds. READ MORE October 13, 2021 in Press Releases New Client: NAI Legacy Transfer agent and investor services for tax-advantaged real estate investment funds including 1031/DST programs.. READ MORE July 28, 2021 in Press Releases New Partnership: Founder Institute A partnership to provide institutional-class fund administration to alumni of Founder Institute's VC Lab program. READ MORE July 7, 2021 in Press Releases New Client: Bonaventure Investor services and fund accounting for a fully integrated real estate investment management firm. READ MORE June 28, 2021 in Press Releases New Client: Sandy Bay Partners Transfer agent and investor services for real estate and conservation easement investment funds.. READ MORE June 8, 2021 in Press Releases New Partnership: Forge Trust A partnership to reduce the cost and frustration of IRA investing and elevate the investor… READ MORE June 2, 2021 in Press Releases New Client: Crowdfunding Real Estate Fund Sponsor Modiv Straight-through processing and investor services for crowdfunding real estate fund sponsor. READ MORE May 13, 2021 in Press Releases New Partnership: WealthForge A partnership to add speed, efficiency and security to the investment process via straight-through new… READ MORE February 23, 2021 in Press Releases Aviation ABS Managing Agent Group: 2020 Year in Review Phoenix American Aviation ABS Managing Agent group announces solid business and operational progress in 2020. READ MORE January 24, 2021 in Press Releases New Client: Lighthouse Life Capital Transfer agent and investor services for life settlement investment funds. READ MORE January 13, 2021 in Press Releases New Client: Capital Square Fund accounting and transfer agent services for a leading sponsor of Delaware Statutory Trusts.. READ MORE September 28, 2020 in Press Releases New Client: Time Equities, Inc Transfer agent and investor services for a venerable name in commercial real estate investment. READ MORE September 18, 2020 in Press Releases New Client: Clear Sky Capital Transfer agent and fund accounting services for an investment management firm specializing in private equity… READ MORE September 15, 2020 in Press Releases New Partnership: Alternative Investment Exchange (AIX) A partnership to add speed, efficiency and reliability to the investment process. READ MORE August 13, 2020 in Press Releases New Client: Valeo Groupe Americas Fund accounting and investor services for a vertically integrated student and senior housing investment management… READ MORE July 22, 2020 in Press Releases John McInerney Named Airline Economics Magazine’s 2020 Future Leader of the Year JOHN MCINERNEY WINNER OF THE AIRLINE ECONOMICS MAGAZINE FUTURE LEADER OF THE YEAR AWARD FOR… READ MORE May 4, 2020 in Press Releases New VP Sales, Tony Olivo Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which… READ MORE April 8, 2020 in News, Press Releases A Brand New Look and a New Website for Phoenix American We’ve recently embarked on an update of our brand image to coincide with today’s launch… READ MORE April 6, 2020 in Press Releases New Client: OneWall Partners Fund accounting and reporting services for funds focusing on transit- and lifestyle-oriented workforce housing. READ MORE April 5, 2020 in Press Releases New Client: Inspired Healthcare Capital Full-service fund administration for funds focusing on accounts dedicated to senior living and memory care. READ MORE April 2, 2020 in Press Releases New Client: Lasalle Investment Management STAR-XMS and transfer agent services for a flagship name in investment management. READ MORE April 2, 2020 in Press Releases New Client: Forum Partners Fund accounting and investor services for middle market real estate investment fund. READ MORE April 1, 2020 in Press Releases New Client: RealBlocks Fund accounting and investor services for fund sponsor digitizing shares over a blockchain-enabled network. READ MORE February 17, 2020 in Press Releases Aviation ABS Managing Agent Group: 2019 Year in Review Phoenix American aviation ABS managing agent group announces robust business and operational growth 2019. READ MORE Learn why industry leaders trust us for their back office Let’s discuss how Phoenix can elevate your investor experience CONNECT WITH US Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales. EXPLORE MORE Home Leadership About Us Resources Contact Careers US OFFICES Headquarters 2401 Kerner Blvd San Rafael, CA 94901 Arizona 2550 W. Union Hills Drive Suite 350 Phoenix, AZ 85027 New Hampshire Pine Tree Place 360 Route 101, Suite 1501 Bedford, NH 03110 GLOBAL OFFICES Ireland Unit J Block 1 Shannon Business Park Shannon, Co. Clare India Office No. 2, Level 8, SLN Terminus Gachibowli, Hyderabad Telangana – 500032 Cuba PSC 1005, Box 285 FPO AE 09593 © 2021 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use. Designed by SFWP We use cookies to personalize content and to provide you with an improved user experience. 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