A 10-minute walkthrough of your options at maturity. You can roll over into a current offering, redeem some or all of your funds, or a mix of both. Contact us for support.
Matt Willer · Managing Director, Capital Markets
Take action before your maturity date. Funds will be held until we are notified of your decision.
A short screen-share showing exactly how to roll your maturing investment into a new offering inside our portal and where to request a redemption instead.
Hello. My name is Adam Ferreri, and I am the CEO of Phoenix Energy. As a family owned business, we take pride in treating everyone we work with, large or small, like part of the Phoenix family. Personally, I'd be thrilled to welcome you aboard. Let's dive into what sets us apart. First, we take investor satisfaction very seriously. We're proud to share that ninety seven percent of our current investors are satisfied with their experience, but don't just take our word for it. Our excellent ratings on platforms like Trustpilot and the Better Business Bureau speak volumes. Plus, our experienced team is always here to answer your questions. We've also maintained a perfect track record of meeting every interest payment to date without exception. Second, we have a diversified business with a growing operating division. At Phoenix, we specialize in identifying oil and gas opportunities that offer quicker returns on capital expenditures, lower risk, and minimal competition. We started by building a portfolio of royalty and non operated working interests, and in late twenty twenty three, we expanded our business to include production with the launch of our operating arm. In just under a year, we went from being a new player in North Dakota's Williston Basin to one of the region's most prolific oil producers, right alongside industry leaders like EOG and ConocoPhillips. We've even set record breaking drilling speed time and time again on our wells. Want to see how our production is growing? Visit phoenixenergy dot com slash operating to check out our daily barrel production stats. Third and finally, we make investing simple and flexible. Our investment portal is designed to make it easy to start your investment and to get complete insights into your account as your money grows. You can select the term length, investment amount, and payment preferences that work best for you. Many of our investors also use self directed IRAs to access potential tax deferral benefits. If you're ready to get started, we'd encourage you to register for an investor webinar or simply reach out to us. I sincerely hope that you consider joining the Phoenix family.
‖ As of 8/14/26, Trustpilot is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., 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. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.
†† Financial Times. (2025, April 2). FT Ranking: The Americas’ Fastest-Growing Companies 2025. Based on revenue growth between 2020 and 2023.
‡‡ As of 8/28/26, Better Business Bureau is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., 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. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.