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 operates as a capital allocator for institutional clients, focusing on managing pooled investment vehicles and selecting third‑party advisers to implement strategy. The firm’s mandate centers on outsourced manager selection and portfolio oversight rather than a retail advisory model. Its fee arrangements are layered — percentage of AUM, fixed fees and performance‑based fees are all used depending on vehicle structure — which aligns with running pooled products that can incorporate incentive fees for outperformance. The firm is not an active ESG investor, and its profile shows a deliberate emphasis on working with outside managers rather than building out all capabilities in‑house. That mix positions Phoenix International Investments LLC to act as a fund sponsor or fund‑of‑funds type allocator for institutional capital, directing investments into specialized third‑party strategies where it sees conviction.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ERIC BAZIL

    Principal & FounderCRD 2084499

  • CHRISTOPHER MANION

    Investment Adviser RepresentativeCRD 6701139

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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