$54.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
186 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital pathwayEmber +more
- Established Date
- 04-23-2019
- Office Locations
- 1
Office Locations
111 Deerwood RD STE 325 SAN Ramon CA
About Phoenix Investment
Phoenix Investors is a Milwaukee-based national commercial real estate owner/operator focused on revitalizing large former single-tenant manufacturing facilities across the U.S. The firm acquires, renovates, repositions, and manages industrial assets and has expanded into data center acquisitions to meet digital-infrastructure demand. Recognized by the Milwaukee Business Journal as the area’s #1 industrial property management firm.
Team overview
-- AVG AGE
$54.4M AVG AUM / ADVISOR
$292.4K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Legacy Eagle Capital unison
CRM
Summit Prime zenith
Custodian
Vertex ridge Vector Pathway ember
Investment Themes
North pathway
Investment Vehicles
Element
Services
Peak zenith Pathway horizon Atlas Peak Eagle capital Optima bridge
Technology
Catalyst Atlas unison Alpha atlas Horizon Zenith Oak radial
Owner & Executives
WEI ZHAO
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2164337
- Ownership
- 75% or more
(258) 925-8928
catalyst.value@meridiancapital.com
in linkedin.com/in/value-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,389,951 | -- |
| Total | $54,389,951 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,389,951
Equity - OTC:
38.1% Cash:
17.7% Equity - Exchange:
44.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,439,798,276 | 38.1% |
| Cash | $668,882,664 | 17.7% |
| Equity - Exchange | $1,670,317,160 | 44.2% |
| Total | $3,778,998,100 | 100.0% |