Phoenix Ib

Overview

Phoenix Ib is organized as a limited liability company and is registered with the SEC since 2005. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The ownership is recorded as a combination of a domestic entity and an individual. Data flagged in filings indicate the firm does not market itself as an ESG-focused investor and is not listed as a multi-state adviser or a pension consultant. The dataset does not detail the firm’s fee model, client segments, or day-to-day advisory activities, so public-facing positioning beyond its regulatory classification is limited in the available records.

Assets & Accounts

Location & Offices