Phoenix International Investments LLC

RIASEC RegisteredEst. 2019
Total AUM
$97.5M
Discretionary
$97.5M
100% of AUM
Avg account
$3.6M
Accounts
27
Employees
3
Advisory reps
2

Firm details

Headquarters
Nashua, New Hampshire
CRD number
170692
Registered since
April 26, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Phoenix International Investments LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2019. The firm positions itself as a capital allocator serving institutional clients, focusing on advisory work for pooled investment vehicles and on selecting external managers. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based components. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Eric Bazil

    Eric Bazil

    Principal & FounderCRD 2084499

  • Christopher Manion

    Christopher Manion

    Investment Adviser RepresentativeCRD 6701139

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nashua, NH

Hillsborough

Location

Nashua, NH

Headquartered in Nashua, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Hillsborough
Address
20 Trafalgar Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth