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Phoenix Asset Management Partners Limited
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CRD # | 284936 |
SEC # | 801-108356 |
CIK # | |
AUM | $1.9 BB (2024-07-03) |
Employees | 28 (43% Investors, 0% Brokers) |
Phone | 4402086000100 |
Address | 6466 Glentham Road London, United Kingdom |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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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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Bristlecone Advisors LLC
✚
|
WA | 1.9 |
Comperio Retirement Consulting Inc
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|
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Checchi Capital Advisers LLC
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CornerStone Investment Partners LLC
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GA | 1.9 |
Trilogy Capital Inc
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|
CA | 1.9 |
Parsons Capital Management Inc
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|
RI | 1.9 |
Provise Management Group LLC
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|
FL | 1.9 |
Stokes Family Office LLC
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|
LA | 1.9 |
Koss-Olinger Consulting LLC
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|
FL | 1.9 |
Fulton Breakefield Broenniman LLC
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|
MD | 1.9 |