Full-Service Fund Administration Service

  Phoenix American has combined the most efficient systems and precision back-office processes in alternative investments since its origins as a fund sponsor in 1972. With the growing variety and sophistication of alternative investment products and the increasing demands of both investors and regulators, advanced operational solutions are critical to the success of today’s product sponsors. Phoenix American’s industry-leading STAR-XMS transfer agent system is the result of the company’s direct experience as a fund sponsor as well as decades of experience as an administrator for alternative investment funds. “Phoenix American is a proven leader in the direct investment market and came highly recommended by our industry peers and business partners,” said Michael Freedman, Chief Executive Officer of Lighthouse Life. “Phoenix American has created a customized working relationship to service our offering and the investors in our company.” Read More:  New Client: Lighthouse Life Capital Co

Sam Petrecky is the Vice President of Fund Accounting at Phoenix American Financial Services, Inc. He manages the Phoenix American fund accounting group in support of its offering of fund accounting services to private equity, venture capital, and real estate funds. Prior to joining Phoenix American, Mr. Petrecky worked with multiple fund accounting providers including Standish Management, Vista Equity Partners, Sungevity, Inc., and AIS Fund Administration . He worked most recently with Gen II Fund Services, managing daily operations and accounting functions for private equity fund clients. Mr. Petrecky received a B.A. degree in urban planning from the University at Albany and a master’s degree in business administration from Stetson University.  Read More:  Fund Accounting 101: Financial Reporting For Private Equity Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States Phoenix Financial Services Visit Reference Profile Websites: lasalle in

  The partnership between Phoenix American and Forge Trust will also feature a technical integration to modernize the investor’s day-to-day experience. Automated position files from Phoenix American will ensure that investor accounts at Forge Trust are always up to date with the latest changes. Phoenix American and Forge Trust will work together to support the customer service needs of client investors. “Part of our mission at Phoenix American is to help our clients make their products as accessible to investors as mutual funds,” said Andrew Constantin, Senior Vice President, Operations at Phoenix American. “Our partnership with Forge Trust helps move the industry in that direction and helps continue bringing alternative investments into the mainstream.” Read More: New Partnership: Forge Trust Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States Transfer Agent & Investor Services Visit Reference Profile Websites: lasalle investment mana

 The ADISA conference series is one of many ways we keep our finger on the pulse of the direct investment ecosystem and focus on the innovations in fund accounting , fund administration and transfer agent services that help to drive client success. At the ADISA Spring Conference, to be held May 10-12 in Scottsdale, AZ, Phoenix American’s Chief Risk and Compliance Officer, Ned Montenecourt, will participate in two of the conference’s panel discussions. traight-Through Processing for New Investments On Monday, May 10, Mr. Montenecourt will participate in the panel: Account On-Boarding: Digital Solutions Faster, Cleaner and No Paper. This session will update the attendees on the progress toward an all-digital straight-through processing experience for alternative investments.  Read More:  PHXA Chief Risk & Compliance Officer On ADISA Spring Panels Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States Visit Reference Profile Websites: http