Phoenix Merchant Partners, LP

Fee-Only (% of Portfolio)

Phoenix Merchant Partners provides investment management and advisory services, primarily focusing on private credit and related investment strategies. The firm advises funds and separately managed accounts, tailoring services based on client objectives. Phoenix's investment process uses fundamental, cyclical, and quantitative analysis to evaluate potential investments. The firm does not participate in wrap fee programs.

Assets Under Management$1.6B
Clients7
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Phoenix Merchant Partners manages investments for funds and separately managed accounts. The fees are based on a percentage of capital commitments, invested capital, or net asset value, as detailed in each client's specific agreement. Some investors may negotiate lower fees. The management fee may be reduced by a portion of ancillary fees received by Phoenix or its affiliates for transactions effected for the client's account.

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Phoenix Merchant Partners, LP | TrueAdvisor