PRESS RELEASES New Client: Bonaventure By David Fisher July 7, 2021 No Comments New Partnership Reflects Phoenix American Experience with Alternative Investment Funds and Proficiency with All Asset Classes P hoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure. Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Bonaventure will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment funds. Customized Back-Office Services “We selected to partner with Phoenix American for their customized suite of solutions,” said Dwight Dunton, Bonaventure Founder and CEO. “Their advanced technology and financial reporting capabilities complement our approach to investor relations.” Located in Alexandria, VA, Bonaventure is a fully integrated real estate investment management firm focused on multifamily and senior housing properties that deliver superior return on investment for all parties. With over $2.25 billion in transactions, $500 million worth of HUD loans, and over 6,000 units owned, Bonaventure brings expertise, intuition, and creativity to the investment process. The company offers a full suite of investment capabilities as a transaction specialist in multifamily and senior housing. Phoenix American will onboard a series of legacy Bonaventure funds as well as support new fund offerings. Advanced Operational Solutions As alternative real estate investment funds continue to grow in variety and sophistication, advanced operational solutions are critical to the success of today’s fund sponsors in the face of increasing demands from investors and regulators. Phoenix American has combined the most advanced systems and efficient back-office processes in alternative investments since its origins as a fund sponsor in 1972. Phoenix American’s industry leading STAR-XMS investor management / transfer agent system and its integrated fund accounting capabilities are the result of the company’s direct experience as a fund sponsor as well as decades of experience as an administrator for alternative investment funds. “Bonaventure is a smart successful company with a long history of forging the right partnerships,” said Andrew Constantin, Senior Vice President, Operations for Phoenix American. “We’re thrilled that for transfer agent and investor services they chose to partner with us. We look forward to working together.” About Phoenix American Phoenix American Financial Services, Inc. provides back office outsourcing, fund administration services and sales and marketing reporting services to fund companies in the alternative investment industry. The Phoenix American Aviation ABS group, including its Irish subsidiary, PAFS Ireland Ltd, provides managing agent services for asset backed securitizations (ABS) in the commercial aircraft and aircraft engine leasing industry. The company is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions. Phoenix American has five offices worldwide, was founded in 1972 and is headquartered in San Rafael, CA. Media Contact: David Fisher 415.485.4673 dfisher@phxa.com SOURCE Phoenix American Financial Services 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