Phoenix American Financial Services is a fund administrator firm based in San Rafael, California that phoenix american financial services is a fund administration and technology company founded in 1972 and based in san rafael, california. as an sec-registered transfer agent, it provides outsourced back-office services for alternative asset managers, including fund administration and accounting, transfer agent and investor relations services for reg d, reg a and reg cf funds, private equity and venture capital funds, and managing agent services for asset-backed securitization in the commercial aircraft industry. its star-xms platform supports transfer agent operations for direct investments. in august 2024 vistra acquired the company's fund administration and transfer agent business. They serve clients in United States. Phoenix American Financial Services is listed on The Token Playbook's vetted provider registry at thetokenplaybook.com/registry/phoenix-american-financial-services.