Phoenix Energy
Often, investors can qualify as accredited without even knowing! Learn more about qualifications.
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Individuals qualify if they meet the following criteria:
$1MM net worth, or $200K-$300K annual income (combined with spouse or domestic partner)
Determined based on specific licenses, positions, or fund knowledge levels.
$5MM assets, or owners qualify individually.
Speak to a person about your investment – immediately. We’re always available.
Email us today and we will get back to you as soon as we can.
FLEXIBILITY FOR YOUR INVESTMENT SITUATION
Submit tax docs (W-2, 1099, 1040) – valid 12 months
Submit asset statements – valid 90 days
Submit accreditation letter:
verifier’s name, license, contact, income/net worth- valid 90 days.
Example services:
VerifyInvestor.com
ParallelMarkets.com
Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments. Our bond offerings are designed to meet a range of financial goals. Bonds may be purchased with qualified funds, including some IRAs.⁴
The Private Placement Offering (Regulation D) is exempt from the registration requirements of the Securities Act and only “accredited investors,” as defined in Rule 501 of Regulation D, may invest in such offerings. Accredited investors are defined as individuals with a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, with a reasonable expectation of the same in the current year. Learn more about accreditation requirements. Please refer to the Company’s filings with the SEC. To participate in the Registered Offering, investors do not need to to meet these accreditation requirements.
The Registered Offering and Private Placement Offerings are currently available to residents of all 50 U.S. states as subject to financial suitability requirements.
AVOID THESE PITFALLS
1
Asset statements, income documents, or verification letters older than 90 days won’t be accepted.
2
Investors often forget to include things like retirement accounts, private stock, or vested options in their net worth calculation.
3
For income-based verification, you must provide full tax returns (Form 1040) or W-2/1099s for two years — partial documents aren’t enough.
4
People with Series 7, 65, or 82 licenses often don’t realize that these automatically qualify them — no income or net worth proof needed.
5
Primary residence cannot be counted toward the $1M net worth requirement. Many people accidentally include home equity.
6
All documents must show the same full legal name as on your application — mismatched names slow or disqualify the process.
7
All documents must show the same full legal name as on your application — mismatched names slow or disqualify the process.
8
CPA or attorney letters must include the verifier’s name, license number, state of licensure, contact info, and signature.
9
If applying via a business or trust, documentation must prove the entity’s assets or structure, not just the individual’s.
