Phoenix International Investments LLC

Phoenix International Investments provides discretionary investment management to pooled investment vehicles sponsored for high‑net‑worth and ultra‑high‑net‑worth, primarily non‑U.S. investors, with a focus on private equity and real estate opportunities in the United States and Europe. The firm also negotiates and delivers non‑securities services for certain clients, including property management, development and leasing, multifamily sales, loan servicing and workout, and operational and administrative services for portfolio companies.

The firm sources global investment and credit opportunities and coordinates partnerships with other investment professionals to originate and structure bespoke transactions for its offshore investor base, conducting due diligence and tailoring strategies to each pooled vehicle’s objectives and risk tolerances. Phoenix typically acts as manager of single‑purpose pooled vehicles with discretionary authority and routinely evaluates and, when appropriate, recommends or selects other advisers for specific investments as part of its investment process.

Noteworthy distinctions disclosed in the brochure include the firm’s use of compensated testimonials, endorsements, and similar third‑party business development arrangements subject to written agreements and compliance oversight, and its practice of receiving placement and performance‑related compensation for pooled investments through a broker‑dealer with fee‑sharing to firm principals; the brochure identifies these arrangements and related conflicts of interest and describes disclosure and mitigation steps. The firm is also deemed to have custody in its role as manager of pooled vehicles and highlights that those vehicles are audited annually with investor access to audited financial statements.