About - Fenix Holdings

At Fenix Holdings we offer access to Thoughtfully Curated, Diligently Stewarded, and Transparently Managed private equity portfolios tailored for individual investors.

Our Focused Funds Offer Individual Investors:

Diversified portfolios with specific thematic focus.
Opportunities to co-invest alongside of top-tier private equity firms.
Carefully sourced investments that meet Fenix Holdings’ exacting criteria.
Rigorous and proven due diligence protocols.
Strategic support post-acquisition.

How does Fenix Holdings make money?

Fenix Holdings identifies private companies to acquire and structures and executes the acquisition in partnership with institutional investment partners. Fenix Holdings typically invests up to 10% of the required equity in each transaction from the General Partnership’s funds alongside of our institutional investment partners.

As compensation for identifying, structuring and executing the acquisition, Fenix Holdings is also awarded equity in the acquired company without having to invest additional cash. This is called a “carried interest”, and it can be anywhere from 15% to 35% of the acquired company depending on the specifics of each transaction.

Why invest in Fenix Holdings?

Investors in Fenix Holdings and specific Fenix Holdings Portfolios receive their pro-rata returns from both carried interest and cash investments according to the specifics terms of their investment agreements.

Why do we believe we will be successful?

So far, our team has acquired more than $60MM USD in companies and we plan to acquire $500MM worth of private companies over the next 3-5 years.

Apart from our track record of successful acquisitions and our more than 20 years experience in this industry, we have the advantage of being much more nimble than larger private equity firms, even the ones that fund our acquisitions. This makes us valuable and sought after deal partners, and gives us a true advantage as we pursue quality acquisitions to grow our portfolio.