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Building 2PHOENIX HOLDINGS-NC, INC.

Map pinCHARLOTTE, NC
Phone704-376-5502
NotebookSEC #801-74323
Total AUM
$384.1M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4201 CONGRESS STREET, SUITE 360
CHARLOTTE
NC 28209
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
704-376-5502

ReceiptFinancials

Total AUM
$384.1M
Accounts
6
Discretionary
$381.6M
Accounts
5
Non-Discretionary
$2.6M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
DUE DILIGENCE & UNDERWRITING SERVICES FOR OTHER PRIVATE EQUITY FIRM
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNC

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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