Phoenician Resources
Phoenician Resources is an SEC-registered asset manager in New York, NY with $332.2M assets under management (AUM, regulatory AUM), -20% over one year. See who owns Phoenician Resources: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304953, SEC 801-117261, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $332.2M (2026-03-30)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 6
- Clients
- 3
- CRD
- 304953
- Ownership
- MADRID MOZOS, FRANCISCO, BORJA; Zimmerman, Shirley, Gail; STEELE, DONNAN, HENRY; STEELE FAMILY HOLDINGS I LLC; PHOENICIAN RESOURCES ASSET MANAGEMENT, LLC
How much AUM does Phoenician Resources have?
Phoenician Resources reported $332.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Phoenician Resources?
Disclosed owners and executives of Phoenician Resources include MADRID MOZOS, FRANCISCO, BORJA, Zimmerman, Shirley, Gail, STEELE, DONNAN, HENRY, STEELE FAMILY HOLDINGS I LLC, PHOENICIAN RESOURCES ASSET MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.