Phoenix International Investments Llc
- Regulatory AUM
- $97.5M
- Discretionary
- $97.5M
- Clients
- 27
- Avg AUM / client
- $3.6M
- Accounts
- 27
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $97.5M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Serioj Bazil | Managing Member, Officer & Cco | Sep 2013 (13y) | 50% – 75% | |
| Al Abdulkader, Abdulaziz, M. | Owner | Mar 2017 (9y) | ≈ 37.5% – 75% via Ama Us Investment Holdings, Llc | |
| Christopher Jong Manion | Registered representative | Nov 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ama Us Investment Holdings, Llc | Member | Mar 2017 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Al Abdulkader, Abdulaziz, M.: 75% – 100% of Ama Us Investment Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1010 KB | 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
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗