Tuesday, 5 October 2021

New Client: Time Equities, Inc | Phoenix Financial Services

 ABOUT TIME EQUITIES, INC.

Founded in 1966, Time Equities, Inc. (“TEI”) has been in the real estate investment, development, and asset and property management business for more than 50 years. TEI currently holds in its own portfolio approximately 33.6 million square feet of residential, industrial, office and retail property, including about 5,000 multi-family apartment units, approximately 800,000 square feet in pending acquisitions, and 1.1 million square feet of various property types in stages of pre-development and development. With properties in 33 states, 5 Canadian provinces, Anguilla, Germany, Italy and the Netherlands, the TEI portfolio benefits from a diversity of property types, sizes and markets. There are concentrations in the Northeast, Southeast, Midwest and West Coast of the U.S., and new markets around the world are always being evaluated.

Read More: New Client: Time Equities, Inc


Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Phoenix Financial Services


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Wednesday, 28 July 2021

Looking To The Future Of Delivering Value In The New Era Of Alternative Funds - Phoenix American

Fund sponsors are turning to new structures, new distribution channels, new asset classes, and new technologies with a spirit of innovation and entrepreneurial success. We work actively with industry partners, regulators, and new technologies to scrutinize changing client needs and develop new back-office efficiencies.


As fee compression continues and as demands on sponsors intensify, our clients are looking to Phoenix American for more support than ever: customized programming, sales reporting, bundled services including fund accounting, accounts payable, tax documents, and printing. As your operational partner, we customize, anticipate, and adapt according to your needs and contribute to the efficiency of the industry as a whole.


Read More: A Brand New Look And A New Website For Phoenix American


Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States

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Wednesday, 7 July 2021

PHOENIX AMERICAN FINANCIAL SERVICES ANNOUNCES NEW CLIENT PARTNERSHIP WITH VALEO GROUPE AMERICAS

 “Valeo Groupe is an innovative real estate fund sponsor committed to controlling asset quality, reducing costs, increasing delivery speed, improving operating efficiency and driving value for stakeholders; precisely the ideals Phoenix brings to our fund administration services,” said Andrew Constantin, Senior Vice President, Operations at Phoenix American. “We look forward to supporting Valeo Groupe in what we know will be their impressive growth in the years to come.”

Phoenix American Financial Services, Inc. provides fund accounting, fund administration, back-office outsourcing and sales and marketing reporting services to fund companies in the alternative investment industry. The Phoenix American aircraft group, including its Irish subsidiary, PAFS Ireland Limited, 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 Sales Focus Solutions. Phoenix American has five offices worldwide, was founded in 1972 and is headquartered in San Rafael, CA.

Read More: New Client: Valeo Groupe Americas


Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Transfer Agency


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Wednesday, 30 June 2021

PHXA Chief Risk & Compliance Officer On ADISA Spring Panels

Phoenix American, as part of its mission as a leader in innovation and efficiency for alternative investments, engages with the industry on an ongoing basis. The company participates in conferences, webinars and roundtables to keep current on emerging trends, educate colleagues on back-office issues and collaborate with industry partners to help drive the industry forward.

The company’s attendance at conferences of the Alternative and Direct Investment Securities Association (ADISA) is an important part of this engagement. 

The ADISA conference series is one of many ways we keep our finger on the pulse of the direct investment ecosystem and focus on the innovations in fund accounting, fund administration and transfer agent services that help to drive client success. At the ADISA Spring Conference, to be held May 10-12 in Scottsdale, AZ, Phoenix American’s Chief Risk and Compliance Officer, Ned Montenecourt, will participate in two of the conference’s panel discussions.

Read More: PHXA Chief Risk & Compliance Officer On ADISA Spring Panels


Contact Details:

sales@phxa.com

415-485-45002401 

Kerner Blvd, San Rafael, CA 94901, United States


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Monday, 24 May 2021

Wednesday, 19 May 2021

New Partnership: Alternative Investment Exchange

 The AIX Platform integration will also enable Phoenix American to create opportunities for advisors to participate in alternatives, providing a significant competitive edge. AIX’s technology was built to provide dynamic check points across the entire investment life-cycle, removing obstacles that advisors and wealth management home offices often encounter. Advisors will experience for the first time, a seamless experience of buying, owning, and selling alternatives for their clients.



Contact Details:
sales@phxa.com
415–485–4500 2401
Kerner Blvd, San Rafael, CA 94901, United States

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Monday, 17 May 2021

Venture Capital & COVID-19 Trend Outlook - Phoenix American

 We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond.

The paper draws on Phoenix American’s observations as a fund administration provider, conversations with the sponsors of its many client funds as well as interactions with partners, intermediaries and other participants in the industry. The company’s twenty-plus years as a fund sponsor as well as forty-plus years as a provider of fund administration services provides a unique perspective on current events and their effects on investment funds.

Read More: New Report: Venture Capital & COVID-19 Trend Outlook

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Accounting Service


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