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Specialized Transfer Agent Solutions For Dsts/1031 Exchange Programs - Phoenix American

As alternative real estate investment funds continue to grow in variety and sophistication, advanced operational solutions are critical to the success of today’s fund sponsors. In the face of increasing demands from investors and regulators, tax-advantaged investment funds need specialized back-office expertise. Phoenix American has combined the most advanced systems and efficient transfer agent processes in alternative investments since its origins as a fund sponsor in 1972. Phoenix American’s industry leading STAR-XMS investor management / transfer agent system, its integrated fund accounting capabilities and customized investor services offering are 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.

sales@phxa.com 

415-485-4500 

2401Kerner Blvd, San Rafael, CA 94901, United States 

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