Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. 

Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. 

Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category.

Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.

Printing

Phoenix American

John McInerney

Elvira Romo

Zane Doyle

David C. Fisher

Andrew N. Gregson

Andrew Constantin

The Information Technology team at Phoenix American is responsible for developing, maintaining, and securing the company's advanced technology platforms used for fund administration and back office services. This includes software development, systems administration, database management, cloud solutions, and ensuring robust IT infrastructure and security. They support critical applications and processes with a focus on reliability, scalability, and compliance, enabling efficient and secure operations across all service offerings.

Information Technology

Leadership Team

Sales and Account Management

Accounting and Finance

Information Technology

About

Team members

Other teams at Phoenix American

Leadership Team

Sales and Account Management

Accounting and Finance