|
⚲
|
| Phoenix International Investments LLC
✚
|
|
|---|---|
| CRD # | 170692 |
| SEC # | 801-115103 |
| CIK # | |
| AUM | $156.3 MM (2024-03-15) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 603-589-4033 |
| Address | 20 Trafalgar Square Nashua, NH 03063 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 156.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 156.3 |
| By Discretionary | ||
| Discretionary | 20 | 156.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 156.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 155.7 | |
| United States Persons | 0.7 | |
| Total | 20 | 156.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
3Fourteen & SMI Advisory Services LLC
✚
|
IN | 0.2 |
|
Shima Capital Management LLC
✚
|
PR | 0.2 |
|
ASCO Financial Group Inc
✚
|
PA | 0.2 |
|
Ironclad Investments LLC
✚
|
FL | 0.2 |
|
Mariana Investment Partners LLP
✚
|
0.2 | |
|
Summerhaven Investment Management LLC
✚
|
CT | 0.2 |
|
Capria Ventures LLC
✚
|
WA | 0.2 |
|
SQN Venture Partners LLC
✚
|
SC | 0.2 |
|
Highbury Park LLC
✚
|
WA | 0.2 |
|
Stock Farm Partners LLC
✚
|
CA | 0.2 |