PHOENIX INVESTMENT ADVISER LLC
CRD #138717 SEC #802-120826 NEW YORK, NY 212-359-6230
State Registered Exempt Reporting Private Funds
Total AUM
$478.1M
Discretionary
$475.8M
Employees
18
Clients
--
Accounts
16
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNOR, GERALD, EDWARD | I | PRESIDENT | NA | Control |
| CONNOR, GERALD, EDWARD | I | PRESIDENT | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / CCO | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR / INVESTMENT COMMITTEE | NA | Control |
| CRAY, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEFIBAUGH, TYLER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| DONOGHUE, MICHAEL, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIEDLER, LANCE, SCOTT | I | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHULTZ, JEFFREY, S | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF LEGAL AND COMPLIANCE | NA | Control |
| SCHULTZ, JEFFREY, S | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF LEGAL AND COMPLIANCE | NA | Control |
| SCHULTZ, JEFFREY, S | I | CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHULTZ, JEFFREY, S | I | CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHULTZ, JEFFREY, S | I | CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | CFO | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | MANAGING DIRECTOR / CFO / CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YOUREE, ROBERT, A. | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | MANAGING MEMBER / PRESIDENT AND CEO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | SR MANAGING DIRECTOR / CEO / CIO | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
| PESKIND, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | E | Control |
Registrations
Federal
ERA
Mar 25, 2025 REGISTERED
Notice Filings (1)
NY
Address
420 LEXINGTON AVENUESUITE 300
NEW YORK, NY 10170
United States
Phone: 212-359-6230