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Adamantium⁠1 ​Private Placement Offering

13-16%Annual
Interest
Rates⁠2

Common Commodity. Uncommon Rates.

For accredited investors. $2M minimum.⁠3

Maturities
5–11 yr

Longer maturities earn higher rates

Minimum
$2M

Higher minimums earn higher rates

Payments
Monthly

Monthly payments or monthly compounding interest⁠4

Book a Meeting › View Rates
Adam FerrariWatch the video
Maturities & Annual Interest Rates

The More You Invest, the Higher Your Rate.

Choose monthly interest payments or monthly compounding interest.⁠4

1

Choose Your Maturity

Select a 5, 7, 9 or 11-year maturity and your investment amount.

2

Choose Your Payments

Select monthly payments or monthly compounding interest.

3

Lock In Your Rate

Your maturity and minimum investment set your fixed annual interest rate, from 13% to 16%.⁠5

Adamantium Rate Tiers

$2M Minimum

Adamantium Bond

5-Year maturity

13%

7-Year maturity

14%

9-Year maturity

14.5%

11-Year maturity

15%

Monthly payments or monthly compounding interest

Get Started

$3M Minimum

Adamantium Bond

5-Year maturity

13.5%

7-Year maturity

14.5%

9-Year maturity

15%

11-Year maturity

15.5%

Monthly payments or monthly compounding interest

Get Started

$4M Minimum

Adamantium Bond

5-Year maturity

14%

7-Year maturity

15%

9-Year maturity

15.5%

11-Year maturity

16%

Monthly payments or monthly compounding interest

Get Started
Review PPM
Monthly Payments

Interest Paid Every Month

•  Fixed-rate interest paid on the 10th of every month
•  Your first payment arrives on the 10th of the month after you invest

Monthly Compounding

Let Your Interest Compound

•  Accrued interest is added to your principal each month
•  Principal and accrued interest are paid at maturity
•  You may owe income tax each year on interest not yet received

Structured for Security

How Adamantium Is Structured

Investing involves risk, including the possible loss of your entire investment. Adamantium loans the offering proceeds to its sponsor, Phoenix Energy, and that loan is supported by recorded junior mortgages on Phoenix Energy oil and gas properties. As per the PPM, the bonds themselves are unsecured.⁠67

Review the PPM ›

Strategic Capital Structure

Adamantium’s loan to Phoenix Energy is supported by junior mortgages that sit behind the sponsor’s senior secured debt. See the PPM for lien priority.

1:1 Asset Coverage⁠8

Advances under the loan agreement are capped at 100% of the discounted present value of the junior mortgages.

Recorded Mortgage⁠9

Mortgages on producing oil and gas properties are recorded in Adamantium’s favor, and we share the recorded documents for your review.

Physical Collateral⁠10

The loan is collateralized with oil and gas properties owned by Phoenix Energy in North Dakota’s Williston Basin.

Tangible Energy Assets
Transfer Funds From an IRA or 401(k)

Qualified Funds Welcome

Considering private assets for your retirement savings? Adamantium bonds may be purchased through a self-directed IRA held with an eligible custodian, subject to the custodian’s requirements and Adamantium’s accredited-investor requirements.⁠11

Learn how investing with qualified funds works ›

Accepted Funds

IRA

Traditional
Roth
SEP

Employer Plans

401(k)
403(b)
457

Other

TSP
Defined Benefit
Deferred Comp
HSA
Pension

Get Your Questions Answered in Real Time

Meet Adamantium

Book a one-on-one with our Capital Markets team. Pick a time that’s convenient for you, and we’ll walk through the offering terms and answer your questions.

Get the Answers You Need

Adamantium FAQs

Contact our Capital Markets team to book a meeting.

Adamantium bonds may be purchased through a self-directed IRA held with an eligible custodian, subject to the custodian’s requirements and Adamantium’s investor eligibility requirements, including accredited-investor status. Using qualified funds may have tax consequences or penalties.⁠11 ​For specific questions about IRA eligibility, please contact your dedicated Capital Markets representative.

Absolutely, you can invest into Adamantium through a Trust or LLC. For specific questions about entity investments, please contact your dedicated Capital Markets representative.

Once your investment is finalized, an online portal account will be created for you. From there, you can log in to the portal to view and manage your investment. You can access your portal at this link: https://invest.phoenixenergy.com/sign-in

An investor can reset their password by following the “Forgot Password” link. An investor will be prompted to input the email address associated with their account and a secure link will be emailed with instructions on how to complete the password reset.

Crescent is the broker-dealer responsible for overseeing Phoenix Energy’s offerings. There are no additional fees associated with this partnership for the investors and Phoenix Energy remains the direct contact for sales and support of its offerings.

If you have any questions regarding the beneficiary form, please reach out to your representative for further information.

A copy of an investor’s fully executed Subscription Agreement is available for download directly through the investor portal dashboard by scrolling to the right end of the row and clicking “Download”.

Yes, all non-IRA investments will receive a 1099 directly from Phoenix Energy after each fiscal year. All 1099s will be mailed to the address provided in the investor portal and will also be available electronically under the “Documents” tab in the investor portal.

Upon maturity, an investor will have the option to either roll over the principal investment into a new bond term or elect to have the principal investment sent back via their preferred payment method.

To complete a new investment, please contact your Capital Markets representative. Your investment team will be able to assist you through the new investment and answer any questions regarding your new investment.

Investor information can be changed through the investor portal under the “Profile” tab.

Distribution payments are paid monthly on the 10th of every month. An investor will receive their first distribution on the 10th of the following month from when they invested. Next distribution payment dates can also be tracked through the investor portal dashboard.

Monthly statements can be downloaded directly from the investor portal dashboard by selecting the blue icon “Download Statement.” Account statements are updated after distribution payments are processed and are available for download after the 10th of every month.

Still Have Questions?

Our Investor Relations team is happy to help. You can also check your account anytime in the Investor Portal.

Call 303-376-9778 › Investor Portal ›

Rise Up With Phoenix.

303-376-9778InvestorRelations@PhoenixEnergy.com

Book a Meeting ›

Footnotes

  1. 1 Adamantium Capital, a wholly owned financing subsidiary of Phoenix, is conducting an offering of debt securities pursuant to Rule 506(c) of Regulation D and loans the proceeds of such offerings to Phoenix. This offering is separate from our standard Regulation D Offering.
  2. 2 Rate is based on maturity (5-11 years) and on a minimum investment amount of $2,000,000, $3,000,000 or $4,000,000. Receive an additional 0.5% per year with a minimum investment amount of $3 million (13.5-15.5%) and an additional 0.5% per year with a minimum investment amount of $4 million or more (14-16%). 
  3. 3 Rates are fixed and set by the maturity and minimum investment you choose. Offered under Rule 506(c) of Regulation D to accredited investors only. As per the PPM, these bonds are unsecured.
  4. 4 Cash Interest options pay interest monthly. Compound Interest options for the Registered and Private Placement Offerings compound monthly, with accrued interest added to the then-outstanding principal and paid with principal at maturity; Phoenix Flex Compound Interest Notes compound daily and pay principal plus accrued interest when redeemed or at maturity. Investors in compounding options may owe income tax each year on interest not yet received.
  5. 5 Interest rates are fixed, but the applicable rate depends on the maturity and minimum investment of the bond purchased. See the private placement memorandum for full terms.
  6. 6 As per the PPM, these bonds are unsecured.
  7. 7 See the private placement memorandum for the full terms of the collateral, coverage and lien provisions.
  8. 8 Aggregate amount of advances under the loan agreement may not exceed 100% of discounted present value of the junior mortgages.
  9. 9 Mortgages are recorded on the collateral that are junior to the Sponsor’s Senior Secured Indebtedness.
  10. 10 Collateralized with properties of Sponsor.
  11. 11 Withdrawing funds from a qualified plan such as an IRA, 401(k), or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59½. 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 with the rollover process. A qualifying direct rollover may help avoid tax and penalty charges related to the transaction; custodian fees may apply. Please consult your tax advisor. If you are currently subject to Required Minimum Distributions (RMDs), please consult your tax or benefits advisor regarding how an investment with Phoenix may affect your RMD obligations.