START YOUR INVESTMENT JOURNEY WITH US

Meet with Our Team

Contact Our Team

*Accredited investors as defined in Rule 501 of Regulation D includes 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 here. Please refer to the Company’s filings with the SEC.

Our Bond Offerings

Choose monthly interest payments or monthly compounding interest¹

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.³

Regulation D | Private Placement Bond offering

Open to ACCREDITED INVESTORS²

$25K Minimum Investment

$25K Minimum Investment

1 YEAR

9%

Annual Interest Rate

3 YEARs

10%

Annual Interest Rate

5 YEARs

11%

Annual Interest Rate

7 YEARs

12%

Annual Interest Rate

11 YEARs

13%

Annual Interest Rate

Registered Bond Offering

NO ACCREDITATION REQUIRED²

$5K Minimum Investment

$5K Minimum Investment

3 YEAR

9%

Annual Interest Rate

5 YEARs

10%

Annual Interest Rate

7 YEARs

11%

Annual Interest Rate

11 YEARs

12%

Annual Interest Rate

Phoenix Flex notes

FLEXBILE NOTE OFFERING | NO ACCREDITATION REQUIRED²

$1K Minimum Investment

$1K Minimum Investment

3-month redemption interval⁴

6.00%

Annual Interest Rate

6-month redemption interval⁴

6.25%

Annual Interest Rate

9-month redemption interval⁴

6.50%

Annual Interest Rate

12-month redemption interval⁴

6.75%

Annual Interest Rate

18-month redemption interval⁴

7.00%

Annual Interest Rate

Note: Please see Disclosures at the bottom of this page.
    1. Interest accrues monthly and added to the then-outstanding principal amount of the bond with no interest payment until maturity.
    2. 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.

    3. The Registered Offering and Private Placement Offerings are currently available to residents of all 50 U.S. states as subject to financial suitability requirements.

    4. Withdrawing funds from a qualified plan such as an IRA, 401K, or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59 ½. Please review your plan materials and/or contact your plan administrator for more information regarding tax considerations and possible penalties. If you decide to use funds from a qualified plan, your representative can assist you in completing a proper rollover process to eliminate potential tax and penalty charges related to the transaction. If you are currently subject to Required Minimum Distributions (RMD), you should speak to your representative to determine whether an investment with Phoenix is appropriate for you.
Note: Please see Disclosures at the bottom of this page.
    1. Interest accrues monthly and added to the then-outstanding principal amount of the bond with no interest payment until maturity.
    2. Registered offerings will be subject to certain criteria, including objective financial suitability standards specific to each offerings and amount invested (see prospectus). Private placement offerings open to “accredited investors” only. Accredited investors as defined in Rule 501 of Regulation D includes 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.

    3. Withdrawing funds from a qualified plan such as an IRA, 401K, or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59 ½. Please review your plan materials and/or contact your plan administrator for more information regarding tax considerations and possible penalties. If you decide to use funds from a qualified plan, your representative can assist you in completing a proper rollover process to eliminate potential tax and penalty charges related to the transaction. If you are currently subject to Required Minimum Distributions (RMD), you should speak to your representative to determine whether an investment with Phoenix is appropriate for you.
    4. Set Put Interval (“redemption interval”) refers to the 3-, 6-, 9-, 12-, or 18-month interval selected between penalty-free redemption options when the Notes are purchased. The Set Put Date is the last day of each Set Put Interval, with a reasonable expectation of the same in the current year. A request for redemption at a Set Put Date must be submitted within the required notice window. If Phoenix Energy does not receive a valid redemption request by the applicable deadline, Phoenix Energy will be under no obligation to redeem the Notes on the next Set Put Date, and the Notes will continue. Participants who miss the window can request early redemption, which is separate from scheduled penalty-free redemption at a Set Put Date. Early redemption may be made at 95% of the aggregate principal amount of the Notes plus accrued and unpaid interest, subject to the terms, conditions, exceptions, annual limits, and other limitations described in the applicable prospectus and offering documents. Phoenix Energy may not be able to satisfy early redemption requests in all circumstances. Please see “Risk Factors” in the prospectus for additional information.

A Track Record Of Success

Trusted by Bondholders

97%

SATISFIED BONDHOLDERS

Poll Conducted 03.19.26¹

$266.9M

PAID TO BONDHOLDERS

Inception-3.31.26²

6.97K+

BONDHOLDERS LIKE YOU

Inception-3.31.26³

NOTE: Past performance is not indicative of future results

  1. The poll was conducted at the Company’s quarterly bondholder update on March 19, 2026. A total of 840 responses were collected from existing bondholders, with 733 respondents (87%) reporting they were ‘Very Satisfied’ and 84 (10%) ‘Somewhat Satisfied.’ An additional 17 respondents (2%) selected ‘Neutral,’ and only 6 respondents (<1%) expressed dissatisfaction.
  2. Total interest paid is reflective of total interest paid and accrued on all bonds issued by the Company and its subsidiaries (including Adamantium) through 3/31/2026. This amount includes $266.9 million paid to bondholders and does not include any payments paid to any other parties, including lenders. The interests paid and accrued includes a portion of interest related to bonds for which Crescent Securities Group, Inc. did not serve as the Managing Broker Dealer but is consistent with the disclosure by the Company in its audited financial statements.

  3. Inception to date.

Investor Testimonials

The testimonials may not be representative of other investors not listed on this page. The testimonials are no guarantee of future performance or success of the company or a return on investment.

As of 3/19/26, Trustpilot is an independent third-party review platform and is not paid for or influenced by the Company, Crescent, or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials.