PHOENIX MERCHANT PARTNERS, LP

RIASEC RegisteredEst. 2023

Total AUM

$2.1B

Discretionary

$1B

49% of AUM

Avg account

$258M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RYE, New York
CRD number: 324381
Registered since: September 1, 2023
Custodians: U.S. BANCORP INVESTMENTS, INC., PINNACLE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other63.57%
Pooled Investment Vehicles36.43%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Phoenix Merchant Partners, LP is a limited partnership that acts as a commodity pool operator/commodity trading adviser and a manager of pooled investment vehicles for institutional clients. The firm combines pooled-vehicle portfolio management with portfolio management for businesses and institutions and often serves as sponsor, general partner or managing member on its vehicles. Fee arrangements include a percentage-of-assets charge together with performance-based fees, aligning compensation with fund outcomes. Investment activity centers on credit and commodity-related strategies alongside private placements. The firm allocates capital to specialized, less liquid opportunities—including private credit and energy-related investments—while also holding corporate debt exposure. Phoenix Merchant Partners is not positioned as a broad multi-state retail advisor; its client base is institutional and its structure supports manager-driven alternative strategies and commodity-focused programs.