Industry Enagement
DealMAX 2024
We’re excited to announce our presence at DealMAX in Las Vegas next week! We’re eager to engage and connect with you during the event!
Fund administration, accounting and technology for alternative investment funds.
Enabling private fund sponsors to focus on what they do best.
We’re excited to announce our presence at DealMAX in Las Vegas next week! We’re eager to engage and connect with you during the event!
Benefit from our deep first-hand experience with the unique needs and challenges of alternative funds.
Our consultative approach and customization for your needs enables you to focus on sales and investments.
Optimize your investor experience and brand reputation with responsive, high-touch customer service.
SEC-Registered Transfer Agent
SOC 1, Type II Audited Procedures
STA Guidelines Adherent
Portfolio Tracking, Reporting & Waterfall Calculations
Portfolio Tracking, Reporting & Waterfall Calculations
Communication Management for Investors and Advisors
Managing Agent for Aircraft and Engine Securitizations
Managing Agent for Aircraft and Engine Securitizations
”Capital Square aims to improve the advisor and investor experience through the use of cutting-edge technologies and automation. Our partnership with Phoenix American takes the process to the next level by providing industry-leading investor services.
Louis Rogers, Capital SquareChief Executive Officer
Phoenix American’s leadership is an accomplished team of alternative asset professionals
Discover our latest content — from thought leadership white papers to press releases on new clients to our blog highlighting key insights on emerging trends in the alternative assets space.
Let’s discuss how Phoenix can elevate your investor experience