Ned Montenecourt

SVP & Chief Risk and Compliance Officer
Phoenix American


Phoenix American - Advertiser Profile

Phoenix American Financial Services understands your need to focus on the functions that make your investment fund a success. When you rely on Phoenix American for a customized solution to your back office needs, you have a valuable partner integral to your business and dedicated to the prosperity of your enterprise. 

For decades, fund companies have turned to Phoenix American's long experience, cutting-edge technology and devotion to customer service to streamline their operations. We pride ourselves on the efficiency and dedication of our headquarters-based employees. 

We invest in our people. We never outsource. You reap the benefits.

Fund Administration and Transfer Agent Services For Alternative Investment Funds

Over four decades of experience administering millions of investments for hundreds of funds have earned Phoenix American a reputation for excellence in direct investment services. An SEC registered transfer agent, the company has developed advanced systems and precision operational support services to free fund managers to focus on the functions that drive their success.

Phoenix American provides industry leading transfer agent, shareholder record keeping, fund accounting and tax preparation as well as sales and marketing reporting services to companies that manage any variety of non-traded investment program:

  • Hedge Funds
  • Private Equity Funds
  • Business Development Companies
  • Real Estate Syndication
  • Non-traded REITs
  • Regulation D Offerings
  • Fixed Income Funds
  • Commodity Pool Operators
  • Asset-backed Securities
  • Equipment Leasing Funds
  • Oil & Gas Funds