Institutional quality third-party fund administration, in place from day one, can make a critical difference for a new fund. Banks, prime brokers and institutional investors regard fund infrastructure as a hallmark of a serious start-up manager. Phoenix American emerging manager solutions provides credibility and guidance as your fund is forming, efficiency and compliance as your assets and investor base grows. Get a leg up on your competition with your own team of industry experts.
Fund Administration
Fund Accounting
Tax Preparation Services
Cash Management
Investor Phone Support
Compliance Support
KYC / AML / OFAC Processes
Investor Reporting
Advanced Systems & Processes
45 Years Experience
Industry Insight
Resources and Relationships