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Phoenix American Financial Services

Phoenix American Financial Services

Phoenix American Financial Services is a back office outsourcing firm for alternative investment funds based in San Rafael, California. The firm offers services in the areas of corporate and fund accounting, administration, transfer agent solutions, sales and marketing solutions, compliance reporting, tax services, printing and fulfillment and administration / accounting for secularization funds. Phoenix American Financial Services was founded in 1972.

Year Founded
Service Provider Type
Fund Administrator
Primary Office
  • 2401 Kerner Boulevard
  • San Rafael, CA 94901
  • United States

+1 (415) 000-0000
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Phoenix American Financial Services Investment Preferences

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Phoenix American Financial Services Team (10)

Name Title Deals Office Contact
Gus Constantin Founder, Chairman, President & Chief Executive Officer San Rafael, CA
Andrew Gregson Vice President, Chief Financial Officer & Chief Compliance Officer San Rafael, CA
Gerry Hastings Managing Director, Irish Operations San Rafael, CA
Jeffrey Iverson Assistant Vice President & Director of Investor Relations San Rafael, CA
Christa Bettencourt Director, Corporate Development San Rafael, CA

1 Former Team Member

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