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Phoenix American

Phoenix American is the premier provider of customized, client-oriented fund services for private equity and venture capital backed by over 50 years of experience and the most advanced and versatile administration technology in the industry. The company serves funds of every structure, strategy and asset class including:

  • Real Estate
  • Private Credit
  • PE buyout
  • Venture Capital
  • Institutional & Retail Investor Funds


Phoenix American specializes in supporting the volume and complexities of retail investor funds. Processes are designed and proven to streamline back-office operations and free fund management to focus on sales and assets. The company’s consultative, partner-oriented approach gives clients the benefit of its wealth of experience.

  • SOC 1, Type II Audited Processes
  • SEC-Registered Transfer Agent
  • STA Guidelines Adherent Services


Phoenix American was founded in 1972 and has five offices worldwide.

Phoenix American 125 E. Sir Francis Drake Blvd., Ste. 301 Larkspur, CA 94939