Insights

Niche Market Focus Phoenix Investment Adviser specializes in managing investment strategies focused on the capital structures of levered companies, including stressed debt and long/short credit and equity, indicating a targeted approach that can benefit from tailored financial solutions or advanced analytics platforms.

Growing Asset Holdings The company has made recent investments in assets such as Constellium, Veoneer, and GulfMark Offshore, with stakes valued up to several hundred thousand dollars, demonstrating active portfolio expansion that may require sophisticated investment management or custodial services.

Mid-Sized Firm With a team of 11-50 employees and revenue between 10 to 25 million dollars, Phoenix Investment Adviser offers personalized service levels, making it an ideal client for firms providing specialized financial products, technology solutions, or consulting services designed for mid-tier investment firms.

Technology Adoption Utilization of modern tech stacks including analytics tools like Google Analytics, marketing platforms such as Shopify, and digital payment solutions like Apple Pay and Venmo, suggests openness to digital transformation, presenting opportunities for SaaS providers and digital service vendors.

Market Positioning Operating within a competitive landscape alongside large firms like BlackRock and Goldman Sachs, Phoenix Investment Adviser seeks innovative solutions to enhance investment strategies and operational efficiency, offering avenues for bespoke financial technology, data analysis tools, or advanced cybersecurity services.

Phoenix Investment Adviser, LLC Tech Stack

Phoenix Investment Adviser, LLC uses 8 technology products and services including Open Graph, Shopify, Modernizr, and more. Explore Phoenix Investment Adviser, LLC's tech stack below.

  • Open Graph
    Content Management System
  • Shopify
    E-commerce
  • Modernizr
    Javascript Libraries
  • Venmo
    Payment Processing
  • Apple Pay
    Payment Processing
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

Phoenix Investment Adviser, LLC's Email Address Formats

Phoenix Investment Adviser, LLC uses at least 1 format(s):
Phoenix Investment Adviser, LLC Email FormatsExamplePercentage
FLast@phoenixinvadv.comJDoe@phoenixinvadv.com
79%
First.Last@phoenixinvadv.comJohn.Doe@phoenixinvadv.com
10%
First@phoenixinvadv.comJohn@phoenixinvadv.com
6%
LFirst@phoenixinvadv.comDJohn@phoenixinvadv.com
5%

Frequently Asked Questions

Where is Phoenix Investment Adviser, LLC's headquarters located?

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Phoenix Investment Adviser, LLC's main headquarters is located at New York, New York United States. The company has employees across 1 continents, including North America.

What is Phoenix Investment Adviser, LLC's phone number?

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You can contact Phoenix Investment Adviser, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Phoenix Investment Adviser, LLC's official website and social media links?

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Phoenix Investment Adviser, LLC's official website is phoenixinvadv.com and has social profiles on LinkedIn.

How much revenue does Phoenix Investment Adviser, LLC generate?

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As of February 2026, Phoenix Investment Adviser, LLC's annual revenue is estimated to be $439K.

What is Phoenix Investment Adviser, LLC's SIC code NAICS code?

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Phoenix Investment Adviser, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Phoenix Investment Adviser, LLC have currently?

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As of February 2026, Phoenix Investment Adviser, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Chief Investment Officer: J. P.Chief Operations And Risk Officer: T. D.President: J. C.. Explore Phoenix Investment Adviser, LLC's employee directory with LeadIQ.

What industry does Phoenix Investment Adviser, LLC belong to?

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Phoenix Investment Adviser, LLC operates in the Investment Management industry.

What technology does Phoenix Investment Adviser, LLC use?

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Phoenix Investment Adviser, LLC's tech stack includes Open GraphShopifyModernizrVenmoApple PayHSTSGoogle AnalyticsAdobe Fonts.

What is Phoenix Investment Adviser, LLC's email format?

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Phoenix Investment Adviser, LLC's email format typically follows the pattern of FLast@phoenixinvadv.com. Find more Phoenix Investment Adviser, LLC email formats with LeadIQ.

When was Phoenix Investment Adviser, LLC founded?

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Phoenix Investment Adviser, LLC was founded in 2003.

Phoenix Investment Adviser, LLC

Investment ManagementNew York, United States2-10 Employees

Phoenix Investment Adviser, LLC is a New York based investment management firm founded by Jeffrey L. Peskind in 2003.  Phoenix manages investment strategies focused on the capital structures of levered companies including: stressed debt, long/short credit, and long/short equity, among others.

Section iconCompany Overview

Headquarters
New York, New York United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Phoenix Investment Adviser, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Phoenix Investment Adviser, LLC's revenue is estimated to be in the range of $10M$25M

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