Raise capital. Acquire assets. We’ve got the rest. Fund administration, accounting and technology for alternatives. Enabling private fund sponsors to focus on what they do best. CONNECT WITH USDISCOVER Full-Service Fund Administration CONSULTATIVE We enable our clients to perform at their operational best through our end-to-end consultation on back office best practices. DEEP EXPERIENCE From our long history as a prominent fund sponsor, we have first-hand experience with our clients’ needs and challenges. SERVICE CULTURE Our dedication to high-touch personalized service is focused on establishing real partnerships and providing innovative solutions. TRANSPARENCY Investors enjoy complete visibility into all account, asset and transaction data via multiple channels of communication. Proprietary, web-based fund administration software The administration system and web portal solution for alternative investment funds LEARN MORE Transfer Agent & Investor Services LEARN MORE Fund Accounting LEARN MORE Investor Communications LEARN MORE Aviation ABS LEARN MORE OneWall recently launched fundraising for our Nova Appian Preferred Income Fund I to continue expanding our workforce housing portfolio in the northeast. Phoenix American supports us with a specialized, high-quality fund administration platform at a great value. We are happy to be partnering with them as we enter our next phase of growth. “ Nate Kline, OneWall Partners Chief Investment Officer As a leader in fund services for alternative investments, Phoenix American and their ability to support our needs with their advanced technology and commitment to outstanding customer service give us great confidence. “ Ed Leavitt, TriLinc Global Director of Product Development We are always striving to provide the best client service possible to our investors, while at the same time managing the steady growth of our funds and investor base. Having administrative support from Phoenix American enables us to keep our primary focus on sourcing assets to acquire with which to provide maximum value to our investors. “ David Becker, Time Equities Senior Managing Director Team of Industry Veterans Phoenix American’s leadership is an accomplished team of alternative asset professionals LEARN MORE ABOUT LEADERSHIP Press Releases New Client: MHC Capital Transfer agent and investor services for the sponsor of manufactured housing investment funds. Press Releases New Client: NAI Legacy Transfer agent and investor services for tax-advantaged real estate investment funds including 1031/DST programs.. Insights 1031 Exchange Series: Life Science Properties & Opportunity Zone Investing As an intern for Phoenix American Financial Services, I am conducting market research pertaining to… Press Releases New Client: Bonaventure Investor services and fund accounting for a fully integrated real estate investment management firm. Press Releases New Client: Sandy Bay Partners Transfer agent and investor services for real estate and conservation easement investment funds.. Press Releases New Partnership: Forge Trust A partnership to reduce the cost and frustration of IRA investing and elevate the investor… 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. By continuing to browse this site you consent to the use of cookies. Please visit our cookie policy for further details. Cookie settingsI Understand