Phoenix Investment Adviser Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $90.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jlp Credit Opportunity Master Fund Ltd master | Hedge Fund | Cayman Islands | $57.2M | 45 |
| Jlp Balanced Alpha Master Fund Ltd master | Hedge Fund | Cayman Islands | $27.8M | 23 |
| Jlp Institutional Credit Master Fund Lp | Hedge Fund | Cayman Islands | $5.9M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peskind, Jeffrey, Lawrence | Chief Executive Officer, Chief Investment Officer, Senior Managing Director | May 2003 (23y) | 75% or more | |
| Youree, Robert, A. | Chief Financial Officer, Managing Director | Mar 2005 (21y) | Less than 5% | |
| Defibaugh, Tyler, Lee | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $90.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jlp Credit Opportunity Master Fund Ltd | Hedge Fund | $57.2M | $1.0M | 45 |
| Jlp Balanced Alpha Master Fund Ltd | Hedge Fund | $27.8M | $500K | 23 |
| Jlp Institutional Credit Master Fund Lp | Hedge Fund | $5.9M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗