Phoenix RIA &
Multi-Family Offices Advisory
Advisory Services
Our advisory services arm acts as a high‑conviction, alternatives‑focused partner to your leadership and CIO teams. We help you:
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Enhance your wealth management platform – from product shelf, manager selection frameworks, and portfolio construction to governance, risk, and compliance.
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Build the operating model behind the strategy – mapping workflows across investment committees, operations, and reporting so the way you run alts is scalable, auditable, and succession‑ready.
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Translate complexity for clients and families – shaping narratives, materials, and review structures that make private markets, private credit, and other alts understandable to HNW and UHNW clients.
We deliver institutional‑grade thinking that’s tailored to the realities of an advisory or multi‑family office business.
AI + Quantum Solutions
AltsCentralAI is the AI‑native platform for your traditonal and alternative asset management needs, built to be quantum‑ready and tokenization‑ready over time. It helps you:
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Centralize alternatives data and documents – one place for managers, funds, capital calls, cash flows, and performance instead of scattered PDFs and spreadsheets.
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Automate and orchestrate workflows – using agentic AI to streamline due diligence, monitoring, reporting, and recurring operational tasks across entities, families, and portfolios.
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Elevate analytics and communication – surfacing key risks, trends, and exposures while generating clear, client‑ready explanations and dashboards for principals, advisors, and investment committees.
Together, the advisory arm sets the strategy and governance, and our core platform powers the day‑to‑day execution, giving RIAs and multi‑family offices a cohesive, modern platform to compete and grow in alternatives.
Legal and Compliance
Phoenix helps hedge fund managers build practical, regulator‑ready compliance programs across US, UK, and EU regimes. We design policy frameworks, surveillance, and marketing review processes that protect MNPI, evidence best execution, and keep Form PF, Annex IV, and short‑selling disclosures accurate—without slowing the investment process.
Risk Management
We build risk frameworks that align with your investment edge while satisfying board, investor, and regulatory expectations. Mandates are translated into clear risk budgets, exposure and concentration limits, VaR and stress testing, and liquidity and counterparty monitoring—so portfolio risk is measured, explained, and actioned in real time.
Portfolio Valuation
We set up robust valuation policies and models tailored to complex hedge fund portfolios, from liquid equities to bespoke credit and derivatives. Our team designs IPV routines, model governance for Level 3 assets, and PnL explain processes that stand up to investor, auditor, and regulator scrutiny.
Operational Due Diligence
Phoenix prepares hedge funds to pass the most demanding ODD reviews. We map your front‑to‑back controls, strengthen governance, policies, and documentation, and build a repeatable DDQ and data‑room process so institutional allocators see a resilient, well‑controlled platform behind your performance.
Prime Brokerage Services
Phoenix helps hedge funds optimize their prime brokerage and financing stack across PBs, FCMs, and custodians. From counterparty selection and margin optimization to rehypothecation governance and collateral schedules, we structure relationships that reduce funding costs, diversify risk, and support scalable trading and shorting capacity.
AI Automation & Analytics
We deploy AI and machine learning specifically for hedge funds—never as a science project. From LLM research copilots and signal pipelines to anomaly detection, reconciliations, and automated regulatory filings, we design human‑in‑the‑loop tools that are explainable, governed, and integrated with your golden sources and reporting stack.