Phoenix International Investments LLC (Nashua)

Name: Phoenix International Investments LLC
Address: 20 Trafalgar Square, Nashua, NH, 03063
Telephone: 603 589 4033

Phoenix International Investments LLC is a large advisory firm based in Nashua. It manages $147.39 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of New Hampshire and Texas.

Phoenix International Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phoenix International Investments: assets under management

The assets under management (AUM) of Phoenix International Investments LLC is $147.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $147.39 million of the total AUM is attributable to clients outside of the United States.

The firm manages $147.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.21 million each.

Phoenix International Investments has custody of $100.62 million in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 71% of the total AUM. The second-largest asset type is other assets, which make up 29% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phoenix International Investments LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Phoenix International Investments serves?

The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Phoenix International Investments is pooled investment vehicles with 15 clients and $144.79 million of assets under management. Among the 8 most similar advisory firms, Phoenix International Investments has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $147.39 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.

Phoenix International Investments doesn't advise any private funds.

Careers at Phoenix International Investments LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Serioj Bazil	Managing member, officer & cco	1 Sep 2013	50% - 75%	2084499
Abdulaziz M. Al Abdulkader	Member	1 Mar 2017	50% - 75%	6772056

Based in Nashua

The principal office where Phoenix International Investments LLC performs its advisory services is located at 20 Trafalgar Square, Nashua, NH 03063, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603 589 4033 or by fax 603 589 4034. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at phnxintl.com.