Phoenix Investment

Overview

Phoenix Investment is a small, privately held limited liability company that provides advisory services to institutional clients while also offering portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. According to available filings, Phoenix Investment acts mainly in a non-discretionary capacity and lists pension consulting among its advisory activities. The firm is set up as an individually owned adviser rather than a multi-state or related adviser. It does not identify as an active ESG investor and is not described as newly formed. Custody and client implementation appear to be handled through third-party custodians rather than in-house capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices