Founded in 1972, Phoenix American Financial Services provides comprehensive back-office outsourcing, fund administration, and investor services for alternative investment fund managers. The company specializes in supporting funds such as Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), private equity funds, and other direct-participation programs. Their services include fund accounting, transfer agent services, tax reporting, and advanced data analytics through their proprietary STAR-XMS investor management and accounting platform. Phoenix American aims to streamline operations and enhance the investor experience for its clients in the alternative investment industry.

Founded in

United States