PHOENICIAN RESOURCES

RIASEC RegisteredEst. 2019
Total AUM
$332M
Discretionary
$332M
100% of AUM
Avg account
$111M
Accounts
3
Employees
6
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
304953
Registered since
August 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Phoenician Resources is a limited liability company registered with the SEC in 2019 that operates as a private equity fund adviser focused on managing pooled investment vehicles for institutional clients. The firm uses a mix of asset-based and performance fees and is structured to provide portfolio management for private funds rather than act as a broad capital allocator. FINTRX characterizes the firm as a private equity fund manager; it is not designated as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • FRANCISCO MADRID MOZOS

    Managing PartnerCRD 7156637

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth