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Phoenix Investment Partners, Inc.
One Financial Plaza, 26th Floor
Phone: (860) 263-4707p:860 263-4707 Hartford, CT  06103  United States
Business Summary
Phoenix Investment Partners, Inc. provides investment management and related services to individuals and institutions. The Company offers investments for individual and institutional investors in different product structures and through multiple distribution channels. It provides various asset classes (equity, fixed income and alternative), geographies (domestic, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value) and investment approaches (fundamental, quantitative, and thematic). Its retail products include open-end funds and exchange traded funds (ETFs) as well as closed-end funds and retail separate accounts. Its institutional products are offered through separate accounts and pooled to a variety of institutional clients. It also provides sub advisory services to other investment advisers and serve as the collateral manager for structured products. It distributes its open-end funds and ETFs through financial intermediaries.
(Source: 10-Q)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/200012/31/1999Yes----

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Timothy A.Holt 68 3/1/2021 12/31/2008
President, Chief Executive Officer, Director George R.Aylward 57 1/1/2009 10/1/2008
Chief Financial Officer, Executive Vice President, Treasurer Michael A.Angerthal 53 1/1/2009 1/1/2009
10 additional Officers and Directors records available in full report.

Business Names
Business Name
Phoenix Investment Partners, Ltd.
PXP

General Information
Outstanding Shares: 45,824,870 (As of 9/30/2000)
Shareholders: 4,400
Stock Exchange: NYSE
Federal Tax Id: 954191764


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Friday, July 21, 2023