New Client: Sandy Bay Partners

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New Client Sandy Bay Partners
Phoenix American Announces Partnership with
Sandy Bay Partners
New Client
New Partnership Reflects Phoenix American
Experience with Alternative Investment Funds and
Proficiency with All Asset Classes Phoenix
American Financial Services, Inc. (Phoenix) is
pleased to announce its new client partnership
with real estate investment fund sponsor Sandy
Bay Partners (Sandy Bay). Phoenix will fulfill
the back-office operational needs of Sandy Bay
with its industry leading investor services
platform featuring the state-of-the-art STAR-XMS
shareholder management / transfer agent system.
Sandy Bay will benefit
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from Phoenix Americans combination of advanced
technology, partner-oriented client service and
long experience with the unique operational
requirements of alternative investment
funds. Sandy Bay Partners is the sponsor of
investment programs focused on private equity
and real estate development that are
environmentally, socially and economically
impactful. Working with the best in class
landowner, legal and industry partners, Sandy Bay
brings professional real estate and sponsor
guidance to the surface and subsurface
development industry. The company focuses on
commercial real estate development, the energy
industry and various mining operations in
Illinois, West Virginia, Georgia and beyond.
Sandy Bay also sponsors conservation easement
projects which have preserved thousands of acres
in multiple states. Sandy Bay Partners only
partners with the highest quality landowners and
properties, in order to deliver the very best
for their investors. Advanced operational
solutions are critical to the success of todays
fund sponsors. The increasing demands and
expectations of both investors and regulators
have magnified the back-office burden for fund
sponsors in recent years. Phoenix American has
combined the most efficient systems and
precision back office processes in alternative
investments since its origins as a fund sponsor
in 1972. Phoenixs industry leading STAR-XMS
transfer agent system is the result of the
companys direct experience as a fund sponsor as
well as decades of experience as an
administrator for alternative investment
funds. Our commitment to exceeding investors
expectations regarding financial transparency,
reporting and money management practices, led us
to partner with Phoenix American, said David
Johnson, managing partner at Sandy Bay. We look
forward to delivering even greater results to
our growing market base with this
industry-leading transfer agent. Read More New
Client Sandy Bay Partners
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Contact Details 415-485-4500 Fund Accounting
Service Read More Blogs What Is Fund
Administration? What Is A Transfer Agent?