RIA Intel›Advisers›THE PHOENIX FUND ADVISOR LLC

THE PHOENIX FUND ADVISOR LLC

Advisory

N·GUAYNABO, PR

Data as of Mar 21, 2024 · Source: SEC Form ADV

Total AUM
$596M
1-Year AUM Growth
+72.8%
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$596M
Discretionary AUM$596M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record3
First FilingJun 26, 2023
Latest FilingMar 21, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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