Adviser Profile
| As of Date | 09/29/2020 |
| Registration status | Registration Changed to PHOENIX INVESTMENT ADVISER LLC |
| ADV Location | NEW YORK, NY, United States |
| AUM* | 478,092,305 |
| of that, discretionary | 475,783,665 |
| Number of Employees | 18 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,872,820 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other investment advisers
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
2B
1B
1B
909M
682M
454M
227M
2015
2016
2017
2018
2019
2020