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Phoenix/Ljh Alternative Investment, LLC (Naples)


Phoenix/Ljh Alternative Investment, LLC is a pension cosultant based in Naples. It manages $10.38 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

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Phoenix/Ljh Alternative Investment provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phoenix/Ljh Alternative Investment: assets under management

The assets under management (AUM) of Phoenix/Ljh Alternative Investment, LLC is $10.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.38 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phoenix/Ljh Alternative Investment, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. The Phoenix Investment Management Company Direct shareholder 1 Jun 2001 50% - 75% 06-1605029
Inc. The Phoenix Companies Parent company 1 Jun 2001 75% - 100% 06-1599088

Based in Naples

The principal office where Phoenix/Ljh Alternative Investment, LLC performs its advisory services is located at 2640 Golden Gate Parkway Suite 205, Naples, FL 34105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-403-3030 or by fax 239-403-3031. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ljh.com.


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