Vistra Acquires Phoenix American Fund Administration and Transfer Agent Services
Expand Your Horizons
Our purpose is to make private investment capital flow. If you are an existing client of Phoenix American Fund Administration and Transfer Agent Services, we can now support your global growth plans, as well as enhance your existing operations in the US.
With more than $495bn of assets under administration, Vistra removes the friction from your global investment operations so you can:
- Deploy capital faster
- Make better investment decisions
- Improve your investor experience

Transfer Agent Services
The acquisition brings with it tried and tested Transfer Agent Services, created to provide shareholder management at scale. From onboarding to capital calls, distributions and tax documents, our US retail solutions deliver an investor experience which focuses on efficiency and compliance.
Our team and technology supports integration with all transaction parties, including industry platforms and data aggregators, as well as custodians and broker-dealers.

Capitalising on retailisation in the US
Navigating the high-volume retail world does not come without complexity, compliance issues and a raft of governance. Here’s where we step in.
We’ve now got the expertise to cater for large numbers of US investors across all asset classes.
Our team has the product knowledge and skill set to support:
- Publicly-registered (non-traded) funds
- Reg D funds
- Reg A funds
- Reg CF funds
- Funds marketed by wealth advisors, direct marketing or online platforms
US strategies – we’ve got you covered
As the world's largest marketplace for private funds, the US offers fund managers plenty of scope to develop their portfolio and take advantage of the growing pool of investors interested in this space.
That’s why we’ve made it our business to create solutions that will help clients to successfully enter the US, expand outside of this market and open the door to new growth channels.
- 9000 people globally
- 50 jurisdictions
- 100-strong team on the ground in the US
- Retail and institutional solutions

What we offer
Fund Solutions that make private capital investment flow