Phoenix American Financial Services Announces New Client Partnership

Phoenix American Financial Services has announced a new client partnership with Old
Greenwich, Connecticut-based Forum Partners. Phoenix American will support Forum with its full fund administration services suite, including fund accounting as well as its investor services platform. Forum invests in and alongside specialized middle market real estate companies with a demonstrated ability to add value.

Phoenix American Financial Services provides fund administration, back office outsourcing services and sales and marketing reporting services to companies in the alternative investment industry. Phoenix American was founded in 1972, has five offices worldwide, including its headquarters in San Rafael, California.

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