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PHOENIX INTERNATIONAL INVESTMENTS LLC

CRD 170692File 801-115103
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$97.5M
Bottom 25% of cohort (national)
Discretionary AUM
$97.5M
Clients
27
27 accounts
Employees
3
Bottom 25% of cohort in NH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Apr 26, 2019
Principal office
20 TRAFALGAR SQUARE, SUITE 432, NASHUA, NH, 03063
Phone
603-589-4033

Assets & accounts

ADV Item 5F
Total regulatory AUM
$97.5M
Discretionary AUM
$97.5M
Non-discretionary AUM
$0
Discretionary accounts
27
Non-discretionary accounts
0
Total accounts
27
AUM per client
$3.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles27$97.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.