THE PHOENIX FUND ADVISOR LLC

Overview

The Phoenix Fund Advisor LLC is a private equity–focused adviser that manages pooled investment vehicles for institutional clients. Its advisory activity centers on portfolio management for a private equity fund structure and the manager charges performance-based fees rather than traditional asset-based fees, aligning its economics with fund-level performance. The firm is SEC-registered (2023) and organized as a limited liability company; it reports affiliations with a broker‑dealer, another investment adviser and an insurance company, which can support distribution, structuring and product access. The adviser does not position itself as an ESG investor and is not a multi-state adviser. Its mandate is oriented toward institutional allocations into illiquid, actively managed strategies consistent with private equity and related alternative investments.

Assets & Accounts

Investments & Alternatives

Location & Offices