Phoenix American

Last updated
Phoenix American
Type Private
Industry Financial services
Genre Fund Administration
Founded1972 California
FounderGus Constantin
Headquarters Larkspur, California
ProductsSTAR-XMS fund administration system, MARS CRM
Services Transfer agent Services,
Fund accounting,
Securitization Managing Agent Services,
Sales & Asset Reporting,
22c-2 Compliance,
Data cleansing Services,
Cable Television Services
Subsidiaries Phoenix American Financial Services,
SalesFocus Solutions,
Phoenix Leasing Portfolio Services, Inc.,
Phoenix Cable, Inc.
Website www.phxa.com

Phoenix American is a privately held financial services and technology company headquartered in Larkspur, California. It is the parent of Phoenix American Financial Services, PAFS Ireland, Ltd, Phoenix American SalesFocus Solutions and Phoenix Cable, Inc. Gus Constantin is the president, chairman of the board and chief executive officer of the company and all its subsidiaries.

Contents

History

Origins

Phoenix American was founded in 1972 by Gus Constantin [1] as the sponsor of a series of limited partnership investment funds for the leasing of business equipment (Phoenix Leasing). Four subsidiaries developed from the business sectors of Phoenix Leasing: Phoenix American Financial Services [2] (fund administration, investor services and asset-backed securitization (ABS) managing agent services), SalesFocus Solutions [3] (CRM, sales reporting and 22c-2 compliance services), Phoenix Leasing Portfolio Services [4] (commercial lease portfolio management), and Phoenix Cable [5] (cable television services). The company was publicly traded from 1982 until 1990. Gus Constantin is the president, chairman of the board and chief executive officer of the company and all its subsidiaries.

Current status

Phoenix American Financial Services (PAFS) is a Securities and Exchange Commission (SEC) registered transfer agent [6] and provider of fund administration for alternative investment companies. [7] The Phoenix American aviation ABS group provides managing agent and fund accounting services to asset-backed securitizations in the aviation leasing industry. [8] PAFS Ireland, Ltd., a wholly owned subsidiary of Phoenix American Financial Services, is the Ireland-based office of the Phoenix American aviation ABS group. Phoenix American SalesFocus Solutions (SFS) provides customer relationship management (CRM), sales reporting, data analytics and 22c-2 compliance to mutual fund companies and other asset management firms. [3] Phoenix Leasing Portfolio Services, Inc. provides commercial lease portfolio management services for banks and other financial institutions. Phoenix Cable provides cable television services to the United States Navy.

Products and services

Phoenix American is the parent of three subsidiaries. Phoenix American Financial Services is a provider of fund administration services for private equity and venture capital funds. The company’s services include transfer agent services, investor relations, fund accounting, financial reporting and the preparation of investor tax documents. [2] The company is the developer of the STAR-XMS transfer agent system. The company’s Aviation ABS group, including its subsidiary PAFS Ireland, Ltd., provides managing agent services for asset-backed securitization (ABS) investment vehicles in the commercial aircraft industry. [8] Phoenix American SalesFocus Solutions (SFS) is a provider of sales and asset reporting and data stewardship services for mutual funds and other asset management companies. [3] The company is the developer of the MARS sales reporting platform. Phoenix Cable supplies cable television services to the United States Naval Station at Guantanamo Bay, Cuba.

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References

  1. "Phoenix American Private Company Information". BusinessWeek. Archived from the original on October 13, 2012. Retrieved 2011-06-13.
  2. 1 2 "Phoenix American Financial Services company profile". Bloomberg. Retrieved 2021-02-25.
  3. 1 2 3 Solutions, SalesFocus. "SalesFocus Solutions Announces the Release of Version 10 of Its MARS Sales Reporting and Data Analytics Platform". www.prnewswire.com. Retrieved 2023-06-28.
  4. "Phoenix Leasing Portfolio Services". Dun & Bradstreet. Retrieved 2021-02-26.
  5. "Business Services at Guantanamo Bay". Viasat. Retrieved 2021-02-26.
  6. "SEC FORM TA-W". www.sec.gov. Retrieved 2023-06-28.
  7. "Phoenix American Financial Services Inc - Company Profile and News". Bloomberg.com. Retrieved 2023-06-28.
  8. 1 2 Services, Phoenix American Financial. "Phoenix American Financial Services and PAFS Ireland, Ltd Announce Robust 2019 Business Growth". www.prnewswire.com. Retrieved 2023-06-28.