Phoenix American

Phoenix American Announces New Client Real Estate Fund Sponsor NAI Legacy

Thursday, October 14, 2021 - 1:34pm

SAN RAFAEL, Calif., Oct. 14, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm NAI Legacy .

Key Points: 
  • SAN RAFAEL, Calif., Oct. 14, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm NAI Legacy .
  • Phoenix American will support NAI Legacy with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system.
  • NAI Legacy is a full-service commercial real estate firm specializing in tax-efficient real estate investment solutions.
  • NAI Legacy is focused on commercial real estate investments, brokerage, net lease (NNN) properties, property management, asset management, and private client solutions.

Phoenix American Releases White Paper on Market Trends and Outlook for Aviation Asset-Backed Securitizations

Monday, September 13, 2021 - 3:14pm

Asset-Backed Securitization for Commercial Aviation looks at the origin of asset-backed securitizations starting in the 1960's and the advent of the aviation ABS in the 1990's.

Key Points: 
  • Asset-Backed Securitization for Commercial Aviation looks at the origin of asset-backed securitizations starting in the 1960's and the advent of the aviation ABS in the 1990's.
  • The Aviation ABS Market Today profiles the current state of aviation ABS, the principal sponsors engaged in the market and the prospects for growth as the world emerges from the disruptions of the Covid-19 pandemic.
  • "The performance of aviation ABS during Covid-19 shows that today's deals can endure some very turbulent industry cycles," said Joseph Horgan, Senior Vice President at Phoenix American.
  • Phoenix American Financial Services provides managing agent and accounting services for securitizations specializing in the commercial aviation leasing industry.

Phoenix American Announces New Client Partnership with Keystone National Properties

Tuesday, August 10, 2021 - 1:38pm

SAN RAFAEL, Calif., Aug. 10, 2021 /PRNewswire/ -- Phoenix American Financial Services ("Phoenix American"), a leading fund administration provider for alternative investments, is pleased to announce its new client partnership with real estate investment fund sponsor Keystone National Properties ("KNPRE").

Key Points: 
  • SAN RAFAEL, Calif., Aug. 10, 2021 /PRNewswire/ -- Phoenix American Financial Services ("Phoenix American"), a leading fund administration provider for alternative investments, is pleased to announce its new client partnership with real estate investment fund sponsor Keystone National Properties ("KNPRE").
  • KNPRE will benefit from Phoenix American's combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative real estate funds.
  • "KNPREis a hands-on, investor-focused fund sponsor with integrity," said Andrew Constantin, Senior Vice President of Operations at Phoenix American.
  • Phoenix American Phoenix has five offices worldwide, was founded in 1972 and is headquartered in San Rafael, CA.

Phoenix American Announces New Client Partnership with Real Estate Fund Sponsor Bonaventure

Thursday, July 8, 2021 - 1:38pm

SAN RAFAEL, Calif., July 8, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure .

Key Points: 
  • SAN RAFAEL, Calif., July 8, 2021 /PRNewswire/ -- Phoenix 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.
  • "We selected to partner with Phoenix American for their customized suite of solutions," said Dwight Dunton, Bonaventure Founder and CEO.

Phoenix American Announces New Client Partnership with Sandy Bay Partners

Thursday, July 1, 2021 - 1:33pm

SAN RAFAEL, Calif., July 1, 2021 /PRNewswire/ -- Phoenix American Financial Services , Inc. ("Phoenix") is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners ("Sandy Bay").

Key Points: 
  • SAN RAFAEL, Calif., July 1, 2021 /PRNewswire/ -- Phoenix American Financial Services , Inc. ("Phoenix") is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners ("Sandy Bay").
  • Sandy Bay will benefit from Phoenix American's combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.
  • "We're very pleased to be working with Sandy Bay," said Andrew Constantin, Senior Vice President of Operations at Phoenix American.
  • Phoenix is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions.

Phoenix American Releases White Paper on the Emergence of the Regulation A+ Fund Structure and the Story of How it Finally Achieved Commercial Viability

Tuesday, June 29, 2021 - 1:47pm

Customer Spotlight examines the Phoenix American client sponsors, large and small, leveraging Reg A+ for current and upcoming offerings.

Key Points: 
  • Customer Spotlight examines the Phoenix American client sponsors, large and small, leveraging Reg A+ for current and upcoming offerings.
  • "More and more clients are utilizing Reg A+," said Ned Montenecourt, Chief Compliance and Risk Officer for Phoenix American.
  • Phoenix American Financial Services provides full-service fund administration, fund accounting , transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry.
  • The Phoenix American aircraft group provides managing agent and accounting services for securitizations specializing in the commercial aviation leasing industry.

Foreside Acquires Hardin Compliance Consulting

Tuesday, June 22, 2021 - 11:00am

Foreside Financial Group, LLC (Foreside), a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset and wealth management industry, today announced it acquired Hardin Compliance Consulting, LLC.

Key Points: 
  • Foreside Financial Group, LLC (Foreside), a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset and wealth management industry, today announced it acquired Hardin Compliance Consulting, LLC.
  • The combination creates one of the largest compliance consulting firms for the financial services industry in the U.S.
    Based in Wexford, Pa., Hardin Compliance is a prominent compliance consulting firm with a national footprint serving more than 100 clients.
  • Foreside is a good fit culturally, and we feel confident that our clients and employees will be treated well, said Matthew S. Hardin, President and CEO of Hardin Compliance.
  • Foreside, which is majority-owned by PE firm Lovell Minnick Partners , previously acquired: (i) Golden Bear Consulting Group, a boutique regulatory compliance consulting firm focused on alternative asset managers, in June 2021; (ii) JG Advisory Services, a comprehensive regulatory solutions provider for hedge and private equity funds, in March 2021; (iii) Capital Markets Compliance, a leading compliance, consulting, and FINOP practice, in January 2021; (iv) ICSGroup, a regulatory compliance services firm serving the asset management industry, in November 2020; (v) Quasar Distributors, U.S. Bancorps mutual fund and exchange-traded funds (ETFs) distribution business, in March 2020; (vi) Compliance Advisory Services, a leading regional compliance firm, in October 2019; and (vii) NCS Regulatory Compliance, a comprehensive provider of outsourced compliance and regulatory services, in January 2019.

Phoenix American Financial Services Announces Client Partnership with Crowdfunding Real Estate Fund Sponsor Modiv

Thursday, June 3, 2021 - 1:44pm

Modiv is a real estate, fintech and proptech asset manager focused on reimagining modern real estate investing.

Key Points: 
  • Modiv is a real estate, fintech and proptech asset manager focused on reimagining modern real estate investing.
  • Modiv provides individual investors access to real estate and real estate-related investments designed to provide both income and long-term growth.
  • "Modiv is a great partner for Phoenix American," said Andrew Constantin, Senior Vice President for Operations at Phoenix American.
  • Phoenix American Financial Services, Inc. provides fund accounting , administration, transfer agent and investor services as well as sales and marketing reporting services to companies in the alternative investment industry.

Phoenix American Releases White Paper on 1031/DST Trends with Insights from Key Industry Experts and Sponsors

Monday, March 29, 2021 - 1:15pm

1031 Turns 100: Industry Insights on the DST Market analyzes the development of the Delaware Statutory Trust, the investors and sponsors involved in these investment programs and offers perspectives from key industry participants.

Key Points: 
  • 1031 Turns 100: Industry Insights on the DST Market analyzes the development of the Delaware Statutory Trust, the investors and sponsors involved in these investment programs and offers perspectives from key industry participants.
  • "Our clients are enjoying a lot of success with DSTs," said Ned Montenecourt, Chief Compliance and Risk Officer for Phoenix American.
  • Phoenix American Financial Services provides full-service fund administration , fund accounting , transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry.
  • The Phoenix American aircraft group provides managing agent and accounting services for securitizations specializing in the commercial aviation leasing industry.