Phoenix

The firm does not publicly disclose its principals. Based on its multi-family office structure, decision-making is likely shared among a small group of family representatives and a professional investment team, with the CEO or managing partner overseeing asset allocation and deal sourcing.

Phoenix likely sources deals through its network of family offices and regional relationships in the Midwest. Its offices in Madison, Little Chute, Monona, Wichita, and Des Moines give it proximity to middle-market business owners, banks, and law firms that originate off-market opportunities in private credit, real estate, and operating companies.

Phoenix is structured as a multi-family office, serving multiple families from a shared platform. The firm pools capital for direct investments while offering each family separate investment vehicles and administrative support. This structure allows for larger deal sizes and shared operational costs.

Phoenix appears to focus primarily on direct investments in private credit, real estate, infrastructure, and operating companies. There is no public evidence that it commits to third-party funds. Its multi-family office model enables it to execute control and co-control deals directly.

Phoenix concentrates on the US Midwest, with offices in Wisconsin, Kansas, and Iowa. The firm targets assets in the region's industrial, agricultural, and healthcare sectors, where its physical presence provides a sourcing advantage. It does not appear to invest outside North America.