About - Fenix Holdings

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

Our Focused Portfolios 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’s exacting criteria.
Rigorous and proven due diligence protocols.
Strategic support post-acquisition.

How does Fenix make money?

Fenix Holdings Management identifies private companies to acquire and structures and executes the acquisition in partnership with institutional investment partners. Fenix investment SPVs typically invest up to 10% of the required equity in each transaction alongside of private equity fund sponsors. Fenix, and it’s investment partners, each take their pro-rata share of returns on portfolio assets.

As compensation for identifying, structuring and executing the acquisition, Fenix Holdings Management is typically awarded incentive equity in the acquired company. This is called a “carried interest”, and it aligns the interests of the managers with those of the investors and the acquired company.

Why invest in a Fenix portfolio?

Risk Minimization: Preferred return structure reduces downside risk.

Vetted Deal Flow: Each acquisition undergoes a rigorous due diligence process sufficient to meet the requirements of our sophisticated private equity fund partners.

Co-Investment Opportunity: Right of First Refusal for Class A investors to co-invest directly in new portfolio acquisitions (along side of our private equity fund partners).

Transparency: Investors receive unlimited direct access to portfolio company financials and metrics along with a quarterly investor report specific to each investor’s position via our online investor portal. Investors also have direct access to deal documents for each transaction.

Why do we believe we will be successful?

Combined, our team has acquired more than $200MM 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.