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Phoenix Transfer Inc.

Phoenix Transfer Inc. logo
📍 San Rafael, California, USA
🇺🇸 US

Phoenix Transfer Inc was a US transfer agent registered with the SEC under file number 084-05465 (CIK 911282), based in San Rafael, California, and affiliated with Phoenix American Financial Services. It provided transfer agent and shareholder recordkeeping services for alternative investment and fund issuers, and filed annual Form TA-2 reports through 2024. In August 2024 Vistra acquired the transfer agent and fund administration business of Phoenix American, and the entity was renamed Vistra Transfer Inc in a Form TA-1/A filing dated 2024-12-17.

Services & Coverage
USprivate fundsalternative investmentsequities
transfer agentfund administrationalternative investmentsrecordkeepingsec registeredprivate funds

🏛 Regulatory Status

License #
Company Info
Size small to mid-size