Phoenix Asset Management Partners Limited

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$157M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 284936
Registered since: September 21, 2016
Website: www.phoenixassetmanagement.com
Custodians: CUSTODIAN
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles61.62%
Corporations / Businesses33.6%
Charitable Organizations4.29%
Pension & Profit Sharing Plans0.38%
Other Investment Advisers0.11%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Phoenix Asset Management Partners Limited is a corporation that specializes in portfolio management for pooled investment vehicles and institutional clients. Established in 2016, the firm focuses on managing assets through a capital allocator model. While it does not engage in active ESG investing, it provides a range of advisory services, including the selection of other advisers. The firm operates primarily with institutional clients and employs a fee structure based on a percentage of assets under management (AUM) as well as performance-based fees.