Phoenix Capital Solutions Team
2012 Founded

Who We Are

Real-Life Strategy to Reach Your Goals

Phoenix Capital Solutions is a West Palm Beach–based institutional capital firm serving qualified investors across North America, Europe, Asia, and select global markets. We maintain international access to institutional banking networks and vetted monetization partners.

Our team specializes in structured capital formation, asset monetization, and compliance-driven program deployment — built for institutional-level participants seeking repeatable, long-term capital solutions.

Our Reach

We Strive for Impact
Across the Globe

Our programs are structured to deliver institutional-grade results at a global scale — connecting qualified clients with compliant capital pathways that create lasting financial leverage.

$500M+
Capital Structured
30+
Countries Served
85%
Client Retention
5+
Active Programs
Phoenix Capital Global Reach
Tier-1 Banks
Institutional Partners

Our People

Our Staff is Extremely Qualified
to Help Your Business Grow

Our leadership team brings decades of combined experience in institutional finance, compliance structuring, and international capital markets.

Justin Watson

Justin Watson

Senior Capital Advisor

Leads client engagement and program structuring for large-scale asset monetization and capital deployment strategies.

Lori Cruz

Lori Cruz

Compliance & Operations

Oversees regulatory compliance, documentation review, and institutional partnership coordination across all active programs.

Knowledge Base

Frequently Asked Questions

Everything you need to know about our programs, eligibility, capital use, and compliance requirements.

C.A.R.R. Program

C.A.R.R. is intended for asset owners and capital holders who operate at an institutional level and require structured, compliant pathways to access and deploy capital. The program is best suited for participants with verified assets and clear documentation.

Eligibility is determined on a case-by-case basis and depends on asset class, documentation quality, and structuring pathway. Certain asset or capital thresholds apply, but requirements vary based on the specific C.A.R.R. file.

C.A.R.R. is designed around institutional asset monetization, governance, and repeatable capital cycling — not one-time liquidity events or speculative offerings. The program emphasizes documentation, compliance, and long-term capital efficiency over short-term transactions.

Program-generated proceeds are subject to governance, compliance, and reinvestment parameters. Capital use and distributions must align with approved deployment plans, regulatory considerations, and program guidelines rather than unrestricted withdrawals.

Project Financing

Only large-scale projects with detailed documentation and verifiable feasibility are considered.

Yes, provided the project meets compliance and documentation standards.

No. Capital is deployed in phases, following milestone-based approvals and regulatory requirements.

No. Funding depends on project viability, compliance, institutional approval, and program availability.

Yes, projects require 10% collateral. This depends on project type, documentation, and institutional requirements.

F.U.E.L. Program

F.U.E.L. incorporates the capital-recycling structure of C.A.R.R. and the asset capitalization mechanics of D.I.S.C., creating a broader and more flexible program.

Yes, provided the assets meet verification standards and align with institutional criteria.

No. A portion may be used for approved personal purposes, but the majority must be reinvested or deployed according to compliance guidelines.

No. All outcomes depend on external institutional processes and program-specific variables.

D.I.S.C. Program

Eligibility depends on verification, authenticity, valuation, and compliance screening. Only legitimate and fully documented instruments may qualify.

No. All capital outcomes depend on institutional processes, instrument viability, and compliance results.

Yes, provided they meet all compliance and verification requirements.

The program cannot proceed, and no capitalization occurs.

Structured Capital Formation (SBLC/BG)

The contribution covers instrument issuance costs, compliance processing, SWIFT and ISO fees, and administrative expenses associated with facilitating a high-value banking instrument.

The issuing bank retains the underlying instrument, while the monetized value is shared according to contractual agreements.

Yes. If the issuing bank fails to deliver the MT760 instrument, the client's initial capital (minus minimal legal or administrative costs) is returned from the IOLTA trust.

Yes. A portion may be used for personal use, while 85% must be allocated to approved projects.

Yes, provided they meet all compliance and documentation requirements.

SBLC/BG Deferred Program

Top-tier institutions such as HSBC, Citi, UBS, Barclays, or other verified tier-one banks.

All funds are held in an IOLTA trust account governed by state bar regulations, ensuring full fiduciary oversight.

No. All financial performance is subject to market dynamics, platform operations, banking timelines, and compliance requirements.

Up to 15–20 percent of distributed funds may be used for personal or lifestyle purposes. Remaining funds must be deployed into approved business or investment projects within compliance rules.

Standard initial distribution occurs within 10–12 weeks, with full beneficial participation extending up to 40 weeks.

Real-Life Results

We Generate Results for Our Customers

"The documentation process was thorough and the compliance framework gave us confidence throughout. A truly institutional-grade experience."
Marie Hibbler
Marie Hibbler
Capital Partner
"Working with Phoenix opened access to banking relationships that simply weren't available through traditional channels. Their network is unmatched."
Evan Hoffman
Evan Hoffman
Asset Manager
"The structured approach to capital deployment was different from anything we'd encountered. Compliance-first, results-driven — exactly what we needed."
Richard Jeremy
Richard Jeremy
Real Estate Developer
"Praesent sapien massa, convallis a pellentesque nec, egestas non nisl. Vestibulum ante ipsum primis in faucibus orci luctus."
Brent Schull
Brent Schull
Capital Partner
"Donec rutrum congue leo eget malesuada. Cras ultricies ligula sed magna dictum porta. Nulla porttitor accumsan."
Elizabeth Varela
Elizabeth Varela
Investor
"Curabitur arcu erat, accumsan id imperdiet et, porttitor at sem. Mauris blandit aliquet elit, eget tincidunt nibh."
Jay C. McLendon
Jay C. McLendon
Real Estate Developer

Get Started

Ready to Explore a Program
Designed for Your Goals?

Connect with our team to review your eligibility, documentation requirements, and the right program pathway for your capital objectives.