# PHOENIX INVESTMENT ADVISER LLC

PHOENIX INVESTMENT ADVISER LLC of NEW YORK, NY is an SEC exempt reporting adviser.

## Registration

- CRD: 138717
- Type: SEC exempt reporting adviser
- SEC file number: 802-120826
- Location: 420 LEXINGTON AVENUE, SUITE 300, NEW YORK, NY, 10170
- Phone: 212-359-6230
- Latest filing: 2026-03-27
- Total assets: $128.8M

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Jeffrey Lawrence Peskind](https://search.stillhousedata.com/person/722454) | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR | — |
| [Robert A Youree](https://search.stillhousedata.com/person/722455) | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | — |
| [Tyler Lee Defibaugh](https://search.stillhousedata.com/person/722456) | CHIEF COMPLIANCE OFFICER | — |
| [Gerald Edward Connor](https://search.stillhousedata.com/person/722457) | PRESIDENT | — |
| [DONOGHUE MICHAEL JEROME](https://search.stillhousedata.com/person/756016) | MANAGING DIRECTOR / PRESIDENT / INVESTMENT COMMITTEE; PRESIDENT, MANAGING DIRECTOR | — |
| [PESKIND JEFFREY LAWRENCE](https://search.stillhousedata.com/person/756017) | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, SENIOR MANAGING DIRECTOR; MANAGING MEMBER / PRESIDENT AND CEO; SR MANAGING DIRECTOR / CEO / CIO | — |
| [CRAY ANDREW](https://search.stillhousedata.com/person/756018) | MANAGING DIRECTOR; MANAGING DIRECTOR / CCO; MANAGING DIRECTOR / INVESTMENT COMMITTEE | — |
| [YOUREE ROBERT A](https://search.stillhousedata.com/person/756019) | CFO; CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR; MANAGING DIRECTOR / CFO (+1 more) | — |
| [SCHULTZ JEFFREY S](https://search.stillhousedata.com/person/812895) | CHIEF COMPLIANCE OFFICER / DIRECTOR OF LEGAL AND COMPLIANCE; CHIEF COMPLIANCE OFFICER, DIRECTOR OF LEGAL AND COMPLIANCE; CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [FRIEDLER LANCE SCOTT](https://search.stillhousedata.com/person/839567) | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| [DEFIBAUGH TYLER LEE](https://search.stillhousedata.com/person/861552) | CHIEF COMPLIANCE OFFICER | — |
| [CONNOR GERALD EDWARD](https://search.stillhousedata.com/person/907723) | PRESIDENT | — |
| [Robert A. Youree](https://search.stillhousedata.com/person/1018170) | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| JLP BALANCED ALPHA MASTER FUND LTD | Hedge Fund | Cayman Islands | 43 | $71.7M | $500K |
| JLP CREDIT OPPORTUNITY MASTER FUND LTD | Hedge Fund | Cayman Islands | 25 | $51.3M | $1.0M |
| JLP INSTITUTIONAL CREDIT MASTER FUND LP | Hedge Fund | Cayman Islands | 1 | $5.8M | $1.0M |


## Fund service providers (2)

- administrator: SS&C FUND SERVICES (CAYMAN) LTD. — 3 funds
- administrator: SS&C TECHNOLOGIES, INC. — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138717/similar
- Related entities: https://search.stillhousedata.com/firm/138717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138717

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.