Phoenix Asset Management Partners Limited

RIASEC RegisteredEst. 2016

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$200M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 284936
Registered since: September 21, 2016
Website: www.phoenixassetmanagement.com
Custodians: CUSTODIAN, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.52%
Charitable Organizations0.37%
HNWI0.11%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Phoenix Asset Management Partners Limited is an institutional registered investment adviser that operates as a capital allocator for institutional clients. Registered with the SEC in 2016, the firm is organized as a corporation with a foreign-entity/individual ownership profile. Its activities include serving as a commodity pool operator or commodity trading advisor (CPO/CTA), managing portfolios for pooled investment vehicles and for businesses or institutions, and selecting other advisers to implement portions of client programs. Compensation comes through both a percentage-of-assets and performance-based fee arrangements. The firm does not identify as an active ESG investor.