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Fund Operations Services for the World of Alternative Investments.

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CONTACTS AT PAFSI.COM

Phoenix American Financial Services Inc

2401 ●●●●● Blvd

San●●●ael , CA, 94901-5529

UNITED STATES

1415●●●●4537
1415●●●●4661
mh●●●●●●@PHXA.COM

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Phoenix American Inc.

Neumark, Matthew

2401 ●●●●● BLVD

SAN●●●AEL , CA, 94901-5569

UNITED STATES

1415●●●●4537
1415●●●●7508
mn●●●●●●@phxa.com

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Naik, Ajay

2401 K●●●●●● Blvd.

San●●●ael , CA, 94901

UNITED STATES

1415●●●●4537
1415●●●●4661
an●●●@phxa.com

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Fund Operations Services for the World of Alternative Investments.
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5 investor web portal
6 accreditation services
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8 the aip platform
9 compliance
10 fund accounting
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Home | Phoenix American Financial Services | pafsi.com Reviews

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Fund Operations Services for the World of Alternative Investments.

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blog.pafsi.com blog.pafsi.com

Phoenix American Blog | Blog

Why strong administration infrastructure is a must for the family office. October 17th, 2016. Hedge Funds/Private Equity Funds. Family offices need strong administrative teams to handle their inherent variability and the recent increase in regulatory burdens. Read More. Press release: Phoenix American Financial Services showcases its services for family offices exhibiting at Real Estate Family Office and Private Wealth Forum. October 7th, 2016. Hedge Funds/Private Equity Funds. San Rafael, CA 94901.

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Fund Accounting

http://www.pafsi.com/services/fund-accounting-services

For both Domestic and International Funds. Phoenix American provides complete fund accounting and shareholder administration services for both on-shore and off-shore funds. Portfolio valuations, financials, customized P&L and transparency reports. Calculation of Net Asset Value and maintenance of all account records. Fee calculation and accruals. Administration of all investor activities. Payment of fund expenses and invoices. Maintenance of constitutional documents and agreements of the fund. San Rafael...

2

Home

http://www.pafsi.com/about/company

Fund Operations Services for the World of Alternative Investments. Accounting Solutions for Corporations and Investment Funds. K-1s, 1099s and Tax Preparation Services. Securitization Administration and Accounting. Industry Leader in Management of Securitized Assets. Sales and Marketing Reporting. Data Aggregation and Market Intelligence. Printing and Fulfillment Services. Production and Delivery of Checks, Statements and Marketing Materials. Advanced, Online Account Access. Back Office Services for.

3

Fund Administration

http://www.pafsi.com/services/transfer-agent

Fund Administration / Transfer Agent Solutions. 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.

4

Printing & Fulfillment

http://www.pafsi.com/services/printing-fulfillment

Phoenix provides high quality full color printing and mailing services for:. Call us for more info. Call Tony Olivo at (415) 223-1710. San Rafael, CA 94901. Want to Learn More? We look forward to speaking with you. Your submission has been received! Something went wrong while submitting the form. Phoenix American Financial Services, Inc. Crafted by B12.io.

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Home

http://www.pafsi.com/about

Fund Operations Services for the World of Alternative Investments. Accounting Solutions for Corporations and Investment Funds. K-1s, 1099s and Tax Preparation Services. Securitization Administration and Accounting. Industry Leader in Management of Securitized Assets. Sales and Marketing Reporting. Data Aggregation and Market Intelligence. Printing and Fulfillment Services. Production and Delivery of Checks, Statements and Marketing Materials. Advanced, Online Account Access. Back Office Services for.

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blog.pafsi.com blog.pafsi.com

Press release: Phoenix American Financial Services showcases its services for family offices exhibiting at Real Estate Family Office and Private Wealth Forum

http://blog.pafsi.com/2016/10/07/press-release-phoenix-american-financial-services-showcases-its-services-for-family-offices-exhibiting-at-real-estate-family-office-and-private-wealth-forum

Press release: Phoenix American Financial Services showcases its services for family offices exhibiting at Real Estate Family Office and Private Wealth Forum. Press release: Phoenix American Financial Services showcases its services for family offices exhibiting at Real Estate Family Office and Private Wealth Forum. October 7th, 2016. September 30, 2016. PHOENIX AMERICAN FINANCIAL SERVICES SHOWCASES ITS SERVICES FOR FAMILY OFFICES EXHIBITING AT REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH FORUM. 8220;The...

blog.pafsi.com blog.pafsi.com

Why strong admin infrastructure is a must for the family office

http://blog.pafsi.com/2016/10/17/why-strong-admin-infrastructure-is-a-must-for-the-family-office

Why strong administration infrastructure is a must for the family office. Why strong administration infrastructure is a must for the family office. October 17th, 2016. Instead, family offices should consist of three primary managing entities:. The last of these three is not necessarily a discreet role, but rather represents a crucial element of successful family office management. Here, we will examine some of the functions third-party fund administration. Can perform to support a functional family office.

phxa.com phxa.com

Phoenix American Incorporated

http://www.phxa.com/index.html

Celebrating 40 Years of Excellence. The Phoenix American family of companies is a diversified group of innovative businesses that have been enhancing investment return, improving productivity and providing peerless customer service to businesses and individuals since 1972. PHOENIX AMERICAN FINANCIAL SERVICES. Transfer Agent, Sales and Marketing Reporting, Tax and Accounting, Printing and Fulfillment and Consulting Services for the Alternative Investment Industry. Visit cable.phxa.com.

phxa.com phxa.com

Phoenix American Inc: Management

http://www.phxa.com/management.html

Celebrating 40 Years of Excellence. Phoenix American Inc. employs a wide range of seasoned professionals. We pride ourselves in investing in our people and retaining employees for many years. Andrew N. Gregson. The Phoenix American family of companies:. Phoenix American Financial Services. Phoenix Leasing and Portfolio Services.

blog.pafsi.com blog.pafsi.com

Archives October 2016 | Phoenix American Blog

http://blog.pafsi.com/2016/10

Archives for October 2016. Archive for October, 2016. Why strong administration infrastructure is a must for the family office. October 17th, 2016. Family offices need strong administrative teams to handle their inherent variability and the recent increase in regulatory burdens. Read More. Press release: Phoenix American Financial Services showcases its services for family offices exhibiting at Real Estate Family Office and Private Wealth Forum. October 7th, 2016. Hedge Funds/Private Equity Funds.

blog.pafsi.com blog.pafsi.com

Archives June 2016 | Phoenix American Blog

http://blog.pafsi.com/2016/06

Archives for June 2016. Archive for June, 2016. The impact of FINRA’s Notice 15-02 on non-traded REITs. June 26th, 2016. FINRA’s Notice 15-02 is a significant challenge to the non-traded real estate investment trust (non-traded REIT) market. As a result, many fund sponsors may choose to launch Regulation D fund offerings as an alternative to non-traded REITs. Read More. Survey: Managers like alternatives – but they like them more with fund administration. June 22nd, 2016. Hedge Funds/Private Equity Funds.

blog.pafsi.com blog.pafsi.com

Phoenix American Blog | Page 3 of 6 | Blog

http://blog.pafsi.com/page/3

Press release: Phoenix American Financial Services showcases its services for family offices exhibiting at Real Estate Family Office and Private Wealth Forum. October 7th, 2016. Phoenix American Financial Services (PAFS) exhibited its services for family offices September 12 and 13 at the Palmer House in Chicago, IL at the Information Management Network”s “Real Estate Family Office and Private Wealth Forum.” Read More. Does the definition of “accredited investor” need to change? August 18th, 2016.

blog.pafsi.com blog.pafsi.com

Fund Administration Archives | Phoenix American Blog

http://blog.pafsi.com/category/fund-administration

Category: Fund Administration. 10 ways outsourced fund operations save you money. February 8th, 2017. From the inception of a fund or at any time thereafter, the decision to partner with an experienced reliable fund operations provider is a smart investment. It’s an investment in efficiency, management focus and smoother relationships with all parties, with a real benefit to the bottom line. Read More. Why are more private equity funds turning to third-party fund administration? January 27th, 2017.

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Home | Phoenix American Financial Services

Fund Operations Services for the World of Alternative Investments. Transfer Agent Solutions,. Accounting Solutions for Corporations and Investment Funds. K-1s, 1099s &. Securitization Administration and Accounting. Administration and Accounting for Securitized Assets. Sales and Marketing Reporting. Data Aggregation and Market Intelligence. Printing and Fulfillment Services. Production and Delivery of Checks, Statements and Marketing Materials. New Client, Virtus Real Estate Capital. A solid fund infrastr...

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