Phoenix Asset Management Partners Limited

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Assets, Funds, Holdings

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Phoenix Asset Management Partners Limited
CRD #284936
SEC #801-108356
CIK #
AUM $1.9 BB (2024-07-03)
Employees 28 (43% Investors, 0% Brokers)
Phone4402086000100
Address6466 Glentham Road
London, United Kingdom
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
19001520114076038002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Phoenix UK Fund Ltd 2022-06-30 486.3
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 2.1
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 1,161.8
(g) Pension and profit sharing plans 0 7.1
(h) Charitable organizations 0 80.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 633.3
(n) Other 0 0.0
Total 12 1,885.2
By Discretionary
Discretionary 12 1,885.2
Non-Discretionary 0 0.0
Total 12 1,885.2
By Non-United States Persons
Non-United States Persons 1,865.1
United States Persons 20.1
Total 12 1,885.2
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