Phoenix Investment Adviser LLC
Phoenix Investment Adviser LLC is an SEC-registered asset manager with $128.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Phoenix Investment Adviser LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138717, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $128.8M (2026-03-27)
- Firm type
- Asset Manager
- Employees
- 1
- Clients
- 15
- CRD
- 138717
- Ownership
- PESKIND, JEFFREY, LAWRENCE; YOUREE, ROBERT, A.; CRAY, ANDREW; DONOGHUE, MICHAEL, JEROME; FRIEDLER, LANCE, SCOTT
How much AUM does Phoenix Investment Adviser LLC have?
Phoenix Investment Adviser LLC reported $128.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Phoenix Investment Adviser LLC?
Disclosed owners and executives of Phoenix Investment Adviser LLC include PESKIND, JEFFREY, LAWRENCE, YOUREE, ROBERT, A., CRAY, ANDREW, DONOGHUE, MICHAEL, JEROME, FRIEDLER, LANCE, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.