News search | Securities Finance Times

Generic business image for news articles

Great Oak Funding picks Phoenix American for fund administration
05 October 2023 US
Reporter: Jenna Lomax

Great Oak Funding Finance VII is a new US$100 million commercial real estate debt offering to be sold through broker-dealers and registered investment advisors

Versity Invest picks Phoenix American’s fund administration services
06 April 2023 US
Reporter: Lucy Carter

Through the partnership, Versity will benefit from Phoenix American’s customer service focus and alternative investment fund administration experience

Wander picks Phoenix American for fund services
24 January 2023 US
Reporter: Lucy Carter

Real estate investment fund sponsor Wander has selected Phoenix American to provide transfer agent, fund accounting and back-office operational services

Phoenix American partners with AC Capital
20 January 2023 US
Reporter: Lucy Carter

Alternative investment sponsor AC Capital has selected Phoenix American to provide fund services for its MJ REIT fund

Ashford selects Phoenix for agent and back-office operations
02 December 2022 US
Reporter: Lucy Carter

Real estate investment fund sponsor Ashford has selected financial services provider Phoenix American to provide agent and back-office operational requirements

Salt Lake City’s RealSource Properties selects Phoenix American for fund administration services
12 August 2022 US
Reporter: Jenna Lomax

Founded in 1989, RealSource is a real estate investment company providing acquisitions, asset management, day-to-day property management and reporting for investors

Phoenix American partners with Forge Trust
08 June 2021 US
Reporter: Maddie Saghir

Forge Trust provides custody services with preferred pricing and a streamlined integrated experience to clients of Phoenix American

Phoenix American supports Modiv with its transfer agent system STAR-XMS
03 June 2021 US
Reporter: Maddie Saghir

Phoenix American’s STAR-XMS transfer agent system operates as the back-end investor database to Modiv’s electronic front-end system

Phoenix American partners with Lighthouse Life Capital
26 January 2021 US
Reporter: Maddie Saghir

Phoenix American will fulfill the back-office operational needs of Lighthouse Life with its investor services platform featuring the STAR-XMS shareholder management/transfer agent system

Capital Square to utilise Phoenix American’s investor services platform
14 January 2021 US
Reporter: Becky Bellamy

Phoenix American will provide back-office operational support to Capital Square with its investor services platform, transfer agent system as well as fund accounting and financial reporting services

Phoenix American form new client partnership with Time Equities
28 September 2020 San Rafael
Reporter: Maddie Saghir

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 American and AIX team up to deliver STP for alternative investments
16 September 2020 California
Reporter: Becky Bellamy

Phoenix American and the Alternative Investment Exchange have formed an integration partnership that will enable investors to purchase alternative investment products digitally