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?

In exchange for our work, we get to keep some equity in the company without having to invest cash. This is called a “carried interest”, and it can be anywhere from 15% to 35% of the acquired company depending on who we partner with on the equity financing and how much actual responsibility we have in the operations of the company going forward.

We also typically invest cash in these acquisitions, but it is usually only 2% to 10% of the total cash invested. Our target is to own 30% of the acquired companies via cash investment and carried interest. So far, we have acquired more than $60MM USD in companies and we plan to acquire $500MM worth of private companies over the next 3-5 years.

Why invest in Fenix Holdings?

Ownership of Fenix Holdings General Partnership Shares entitles members to a preferred 10% return on invested capital plus a pro-rata share of the returns to the portfolio from our efforts to grow and exit these private company acquisitions.

Why do we believe we will be successful?

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.