THE PHOENIX FUND ADVISOR LLC
THE PHOENIX FUND ADVISOR LLC is a debt and other fund in the US and Latin America investing in Climate, healthcare-tech, telecom, media-&-technology, finance-&-insurance and real-estate.
- Stages
- debt, other
- Sectors
- Climate, healthcare-tech, telecom, media-&-technology, finance-&-insurance, real-estate
- Invests in
- US-wide, Latin America
- Founded
- 2017
- Assets under management
- $596.4M
- Website
- phoenixfund.com
Check size not disclosed
Thesis
The firm manages The Phoenix Fund LLC, targeting current income and capital appreciation. Investments span North and Latin America, covering sectors like energy, health, telecom, media & technology, finance & insurance, special situations, and real estate. As of April 1, 2025, the firm managed approximately $596.4 million in client assets on a discretionary basis. The fund is available only to accredited investors and qualified clients, with investment advice following guidelines in the Governing Documents.
Common questions
Does THE PHOENIX FUND ADVISOR LLC invest at the debt stage?
Yes. THE PHOENIX FUND ADVISOR LLC lists debt and other among the stages it invests in.
Where does THE PHOENIX FUND ADVISOR LLC invest?
THE PHOENIX FUND ADVISOR LLC invests in the US and Latin America.