Phoenix American, a fund administration provider, has entered into a new client partnership with New York-based real estate investment and development firm, Time Equities
Phoenix will support Valeo with its investor services platform featuring the STAR-XMS shareholder management/transfer agent system as well as integrated fund accounting services
Tony Olivo has returned to Phoenix American from PEF Services LLC
The new partnership will see Phoenix American support the back-office operational needs of AD Securities’ asset management business
The partnership will see Phoenix support OneWall with its new fund accounting services platform
“We look forward to working with Phoenix American Financial Services as we launch Forum Global Investments,” says Forum Partners CEO
