AMERICAN ELM AND PHOENIX AMERICAN ANNOUNCE PARTNERSHIP TO DELIVER TURNKEY ACCESS TO RETAIL INVESTOR CAPITAL FOR ALTERNATIVE FUNDS

The partnership reflects the synergy of American Elm's managing broker-dealer services and Phoenix American's fund administration for an end-to-end...

July 22, 2022
3:20 AM

The partnership reflects the synergy of American Elm's managing broker-dealer services and Phoenix American's fund administration for an end-to-end fundraising solution. American Elm Distribution Partners, LLC ('American Elm'), a managing broker dealer offering retail distribution and compliance services to alternative funds, and Phoenix American Financial Services, Inc. ('Phoenix American'), a fund administrator offering outsourced back office, fund accounting and investor services have entered into a strategic partnership to offer a turnkey solution for alternative investment managers looking to enter the retail investor marketplace.

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