Are Phoenix Energy Bonds Right for Your Portfolio?

Private credit and alternative fixed-income opportunities are playing an increasing role in the investment landscape. As a result, accredited investors are exploring ways to diversify beyond traditional vehicles such as bank certificates of deposit (CDs) and publicly traded bonds. One option available in the energy space is corporate bond offerings from Phoenix Energy, a vertically integrated oil and gas company based in Irvine, California.

This article provides an overview of Phoenix Energy’s bond structure, how the investment may fit within a diversified portfolio, and the steps the company has taken to support transparency and investor engagement. It also outlines considerations related to regulatory filings, operational history, and information security practices to help investors make informed decisions.

Understanding Phoenix Energy Bonds

Phoenix Energy corporate bonds offer tiered interest rates from 9% to 13% based on the bond term selected. These bonds are part of the company’s broader financing strategy, allowing it to acquire and develop oil and gas assets, primarily in the Williston Basin, which spans North Dakota and Montana.

Phoenix Energy bonds are structured differently than publicly traded equities. Investor returns are not tied to commodity market fluctuations but are instead based on the company’s ability to fulfill its bond obligations. As with all alternative investments, these corporate bonds carry risk and are considered speculative and illiquid. Phoenix Energy intends to support its investor obligations by generating cash flow through oil and gas asset acquisitions and by improving operational efficiency

Key Factors to Consider When Exploring Phoenix Energy Bonds

1. SEC Filings and Regulatory Transparency

Phoenix Energy files disclosures with the U.S. Securities and Exchange Commission (SEC) for its exempt bond offerings. These filings are publicly available through the SEC’s EDGAR database and are designed to give investors a view into the company’s offerings and business operations. Phoenix Energy encourages anyone considering an investment to review these documents and make informed decisions based on the information provided.

2. Business Standing and Operational Track Record

Phoenix Energy operates through several LLCs and strives to maintain relationships with State Agencies. The company has grown significantly in the past 5 years, becoming a notable private oil and gas operator in the Williston Basin. Phoenix has historically used its financing strategy to support business growth. As of early 2025, Phoenix Energy has operations across nine states and over 6,000 producing wells.

3. Investor Information Integrity

Phoenix Energy follows regulatory and internal security policies to protect investor information aligned with industry standards. The company has established internal security policies to protect investor information and ensure the integrity of its operations, including data protection protocols, account verification processes, and safeguards against fraud.

Phoenix Energy encourages investors to review its privacy policies and conduct their own due diligence before making investment decisions.

Comparing Phoenix Energy Bonds to Traditional Fixed-Income Investments

Investors considering fixed-income options often compare corporate bonds to other financial products, such as:

• Bank CDs: Certificates of deposit typically offer lower interest rates but come with FDIC insurance.
• Publicly Traded Corporate Bonds: While these bonds can be traded on the market, they may be subject to price fluctuations based on interest rates and company performance. There is more liquidity in publicly traded bonds.
• Private Credit Investments: Phoenix Energy’s bonds fall into this category, offering private financing options within the energy sector. There is less liquidity in privately traded bonds than in publicly traded bonds. These bonds are subordinate to other loans and are unsecured.

Investing in Phoenix Energy’s bonds or any other fixed-income product depends on an individual’s risk tolerance, investment goals, and financial strategy.

“Phoenix Energy has built its business on disciplined financial management and a long-term growth strategy,” CEO Adam Ferrari said. “Our corporate bond offerings are part of how we finance responsible expansion, and we remain focused on maintaining strong business fundamentals and compliance. Investors evaluating our bonds should always conduct their due diligence, and we encourage open discussions to help them understand how our business operates within the energy sector.”

Evaluating Phoenix Energy Bonds

Phoenix Energy bonds may appeal to accredited investors looking for an alternative fixed-income option in the energy sector. The company’s SEC filings, business standing, historical payment performance, and security measures contribute to its position in the private credit market.

While the company has a strong operational and financial foundation, all investments carry risk. Investors should perform thorough due diligence and speak with qualified advisors to determine if Phoenix Energy bonds align with their broader strategy.

Potential investors are invited to join a Phoenix Energy webinar to learn more about the business model and investment offerings.

About Phoenix Energy

Phoenix Capital Group Holdings, LLC is now Phoenix Energy One, LLC, doing business as Phoenix Energy. Alternative investments are speculative, illiquid, and you may lose some or all of your investment. Securities are offered by Dalmore Group member FINRA/SIPC. Dalmore Group and Phoenix Energy are not affiliated. See full disclosures.

This article contains forward-looking statements based on our current expectations, assumptions, and beliefs about future events and market conditions. These statements, identifiable by terms such as “anticipate,” “believe,” “intend,” “may,” “expect,” “plan,” “should,” and similar expressions, involve risks and uncertainties that could cause actual results to differ materially. Factors that may impact these outcomes include changes in market conditions, regulatory developments, operational performance, and other risks described in our filings with the U.S. Securities and Exchange Commission. Forward-looking statements are not guarantees of future performance, and Phoenix Energy undertakes no obligation to update them except as required by law.