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Phoenix
Phoenix is an SEC-registered investment adviser in RYE, NY, registered since 2023. The firm manages $2.1 billion in assets, with $1.0 billion on a...
Overview
Phoenix is an SEC-registered investment adviser in RYE, NY, registered since 2023. The firm manages $2.1 billion in assets, with $1.0 billion on a discretionary basis. It has 29 employees and 12 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Rye
Corporate office
Madison, WI, United States
Additional offices
Little Chute, WI · Monona, WI · Wichita, KS · Des Moines, IA
Sector focus
Frequently asked questions
Is Phoenix structured as a single family office or a multi-family office?
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.
What regions does Phoenix focus on?
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.
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