Phoenix American Financial Services has announced its new client partnership with Forum Partners.
Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of specialized alternative investment funds.
Based in Old Greenwich, Conn., Forum invests in and alongside specialized middle-market real estate companies with a demonstrated ability to add value. Forum’s expertise is in tailoring financial and strategic solutions for partners and driving growth by identifying catalysts to unlock asset and enterprise value. Forum partners with public and private companies, underwriting the sponsor and the real estate. Each investment is approached from a multi–asset class perspective with the goal of aligning interests and prio
