Overview
4. A. Advisory Firm Description
Phoenix International Investments, LLC (Phoenix) was organized as a New Hampshire limited liability
company on 7 August 2013 to provide investment advisory and other services to pooled investment
vehicles. The investors in these pooled investment vehicles generally are not United States citizens or
residents.
Phoenix is owned by Eric S. Bazil and Abdulaziz M. Al-Abdulkader. Eric S. Bazil is the Manager,
President, and Chief Compliance Officer of Phoenix.
4. B. Types of Advisory Services
Phoenix provides investment advice on a discretionary basis to pooled investment vehicles, which are
invested in by high-net-worth individuals, companies and institutions owned or controlled by high-net-
worth individuals and their families, and related trusts and other entities. Phoenix Clients are 100%
Non-US Investors.
Phoenix procures bespoke investment solutions that help our clients meet their financial
objectives. Phoenix sources global investment and credit opportunities for international clients and
assists those investors in managing their offshore investment relationships. Phoenix coordinates
partnerships with other investment professionals on specific private equity and real estate opportunities
on behalf of its Phoenix' clients. As part of its strategy Phoenix serves as manager (with discretion)
over pooled investment vehicles created by Phoenix and in which Phoenix clients invest. These pooled
investment vehicles invest in real estate, funds, and other investments and securities, primarily, but not
exclusively, based in
the United States.
Phoenix also provides non-securities advisory services for certain clients. The terms and conditions
upon which these other services are provided and the terms and conditions of the associated fees are
individually negotiated with each Client and are set forth in the governing agreements. Other non-
securities advisory services include property management, development, leasing, and multifamily
residential sales services to real estate assets, loan servicing and workout services to debt
investments and operating and administration services to infrastructure portfolio companies.
4. C. Client Investment Objectives/Restrictions
Phoenix will tailor advisory services to meet individual client needs and objectives. Through
discussions with clients and their advisers, Phoenix develops and manages client portfolios to meet
client and strategy objectives. Relevant factors in this data-gathering process include but are not
limited to time horizons, risk tolerance, liquidity needs, and, in the case of individuals, tax issues. Each
client account is managed according to the investment objectives of the strategy selected by the client,
any restrictions placed on the account by the client, and, for non- discretionary accounts, according to
the instructions of the client.
4. D. Wrap Fee Programs
Phoenix does not participate in, nor is it a sponsor of, any wrap fee programs.
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4. E. Assets Under Management
We managed approximately $156,343,126 of client assets on a discretionary basis as of December 31,
2023.