Drill Deeper Into Phoenix Energy
Learn about our fixed-rate offerings and the oil and gas industry with our brief guide to our offerings.
9-13%Annual
Interest
Rate1
Download a Guide to Our Offerings
Offerings
Invest in Phoenix Energy. We offer fixed-rate bonds and notes to investors, with rates that vary by offering and term. Bonds and notes may be purchased with qualified funds, including some IRAs.8
Built-In Flexibility9
Flex
Registered Offering
$1K initial minimum
No accreditation required10
Monthly payments or daily compounding interest7
Review ProspectusAccessible Fixed Rates10
Access
Registered Offering
$5K initial minimum
No accreditation required10
Monthly payments or monthly compounding interest7
Review ProspectusAnnual Interest Rate
3-Year Term
Annual Interest Rate
5-Year Term
Annual Interest Rate
7-Year Term
Annual Interest Rate
11-Year Term
Higher Rates per Maturity11
Momentum
Private Placement Offering
$25K minimum
Accredited investors only12
Monthly payments or monthly compounding interest7
Review PPMAnnual Interest Rate
1-Year
Term
Annual Interest Rate
3-Year
Term
Annual Interest Rate
5-Year
Term
Annual Interest Rate
7-Year
Term
Annual Interest Rate
11-Year
Term
Drill Deeper Into
Phoenix Energy
Learn about our offerings and the oil and gas industry with a brief guide.
Download a Guide to Our Offerings
Why Invest in Phoenix Energy?
Phoenix Energy offers fixed-rate offerings from a company with active oil and gas operations and holdings in oil and gas assets across established U.S. basins. These offerings are speculative and illiquid, and you could lose your entire investment.
Get Started With Your InvestmentMultiple Maturities
To meet your financial goals, choose maturity lengths, ranging from 1 to 11 years, depending on the offering.13
IRA Eligible
Invest using qualified funds such as your Individual Retirement Account (IRA) to potentially access tax-deferred benefits.8
Interest Payment Options
Monthly payments or daily/monthly compounding interest, in a retirement account or a taxable account. Interest payments depend on the Company’s financial condition and are not guaranteed.7
Not FDIC insured. Not a bank deposit. Please read the Disclosures at the bottom of this page.
Testimonials
Hear From Current Investors5
The customer service is impeccable and JoAnn has been fabulous to work [with]!
...My wife and I had been looking [for] a great place to invest our [IRAs]. After searching and reading [Phoenix Energy] reviews, we made a decision to contact them. Cameron...
I received excellent [customer] service. Mr. Cameron Smart was able to answer all my questions and was very informative. He replied to my emails in a timely manner. I am...
The service Phoenix provides is very personal and detailed. You get an [account] manager assigned to you that can help you resolve any issues quickly and efficiently. Emails do not...
Get the Answers You Need
Prospective Investor FAQs
What Offerings Does Phoenix Energy Currently Have Available for Investors?
- Phoenix Energy is conducting offerings of debt securities pursuant to (i) an exemption from registration under Rule 506(c) of Regulation D (“Private Placement Offering”) of the Securities Act of 1933, as amended (the “Securities Act”) and (ii) a registration statement on Form S-1 under the Securities Act (including a prospectus) filed with the SEC (the “Registered Offering”), and (iii) a registration statement on Form S-1 (including a prospectus) for its Phoenix Flex notes (“Phoenix Flex”).
- The Private Placement Offering is exempt from the registration requirements of the Securities Act and only “accredited investors”, as such term is defined in Rule 501 of Regulation D, may invest in such offerings.
- The Registered Offering is being made pursuant to a registration statement and prospectus, filed, or registered with the U.S. Securities and Exchange Commission (“SEC”) and appropriate state regulatory agencies. For the Registered Offering and Phoenix Flex, only investors meeting certain criteria, including financial suitability requirements, may invest. The eligibility requirements may be found in the offering documentation, including the prospectus, that the Company has filed on EDGAR with the SEC and can be found at sec.gov, where you can obtain a free copy of the prospectus. Alternatively, Phoenix Energy or a registered representative of Crescent will supply additional materials when requested. Call 855.732.6395 or email InvestorRelations@phoenixenergy.com to place a request.
- Before you invest, you should read the offering documentation for the relevant debt offering, including, with respect to the Registered Offering, the prospectus, and other documents that the Company has filed with the SEC.
Do I Have to be Accredited (as Defined by the SEC in Section 501(a) of Regulation D) to Purchase Phoenix Energy’s Offerings?
No, you do not need to be accredited to purchase the notes sold in the Registered Offering or the notes sold in Phoenix Flex. If you are an “accredited” investor, you can also purchase the bonds sold in the Private Placement Offering.
Is there a Minimum Purchase Amount for a new investor in Phoenix Energy’s Offerings?
Yes. The minimum purchase amount is $1,000 for Phoenix Flex, $5,000 for the Registered Offering and $25,000 for the Private Placement Offering. After meeting the minimum purchase amount, additional notes or bonds may be purchased in $1,000 increments.
Are the Offerings Callable (Redeemable)?
Phoenix Energy may redeem the bonds issued pursuant to its Private Placement Offering and the notes issued pursuant to its Registered Offering at face value plus any accrued but unpaid interest. Phoenix Energy may also redeem Phoenix Flex notes at any time at 100% of principal plus accrued and unpaid interest. Phoenix Flex investors may request redemption at 100% of principal on the last day of their chosen 3-, 6-, 9-, 12- or 18-month redemption interval, with 30 to 45 days’ prior notice, or at other times at 95% of principal plus accrued and unpaid interest, subject to an annual cap and other limitations. All redemptions are subject to the terms of the Phoenix Flex prospectus.
Who Is the Company’s Transfer Agent for its Debt Offerings?
- The Company is its own transfer agent for its debt offerings, both under the Private Placement Offerings and the Registered Offering.
- Phoenix Energy maintains a record of ownership, including contact information, for a record holder of its notes and bonds, handles any title transfers, pays interest and otherwise handles communications to holders regarding their notes and bonds.
Do I need a financial advisor or brokerage account to purchase bonds from Phoenix Energy?
No. We sell our notes and bonds directly to investors through our investor portal. We have a dedicated sales team that can assist you. Please contact investorrelations@phoenixenergy.com
Can I purchase bonds through a trust or other entity?
Yes. We accept purchases through any domestic legal entity subject to verification of the organizational documentation, authority, and tax ID.
Can I speak to someone about purchasing bonds?
Of course. The investor relations team can be reached by phone (855) 732-6395 or email (InvestorRelations@phoenixenergy.com) anytime.
Can I purchase bonds using qualified funds, either through an IRA or 401K?
Phoenix’s bonds and notes may be purchased with certain qualified funds, such as a self-directed IRA held with an eligible custodian. Eligibility depends on your plan, your custodian and the offering you choose. Using qualified funds may have tax consequences or penalties.8 For questions about 401(k) or IRA eligibility, please contact InvestorRelations@phoenixenergy.com.
Does Phoenix Energy provide monthly statements to investors?
Yes, Phoenix Energy provides a monthly statement and report to each investor. Your statement can be accessed and downloaded through the Phoenix Energy portal.
Phoenix Energy
