New Partnership Reflects Phoenix American Experience with Alternative Investment Funds and Proficiency with All Asset Classes
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners (“Sandy Bay”). Phoenix will fulfill the back-office operational needs of Sandy Bay with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Sandy Bay will benefit from Phoenix American’s combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.
Sandy Bay Partners is the sponsor of investment programs focused on private equity and real estate development that are environmentally, socially and economically impactful.
Read More: New Client: Sandy Bay Partners
Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
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