PhenixFIN (PFX) SEC Filings: History & Chart

PhenixFIN Corporation(PFX)

Asset Management · New York City, NY

$45.40+0.53 (+1.18%)

Delayed quote: Oct 6, 2026, 4:00 PM EDT

About PhenixFIN Corporation

PhenixFIN Corporation functions as a Business Development Company (BDC), concentrating its investment efforts on privately arranged debt and equity instruments issued by small and mid-sized businesses. The firm's primary geographical focus is North America. It targets private debt investments in companies with enterprise or asset values ranging from $25 million to $250 million, with individual debt investment sizes typically falling between $10 million and $50 million. Its investment structures encompass first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, and unitranche loans. Additionally, PhenixFIN often seeks warrants or other forms of equity participation for potential upside. Under specific conditions, the company may also co-invest in privately negotiated transactions. While PhenixFIN typically holds investments for three to seven years, often until maturity or repayment, it retains the flexibility to divest earlier. Beyond providing capital, the firm may actively engage with its portfolio companies by securing board representation and offering managerial assistance. PhenixFIN invests across a wide array of sectors, including: Business services Buildings and real estate Automotive Oil and gas Aerospace and defense Home and office furnishings, housewares, and durable consumer products Healthcare, education, and childcare Personal, food, and miscellaneous services Retail stores Diversified or conglomerate manufacturing Telecommunications Mining, steel, iron, and non-precious metals Leisure, amusement, motion pictures, and entertainment Chemicals, plastics, and rubber Finance Personal and nondurable consumer products (manufacturing only) Beverage, food, and tobacco Containers, packaging, and glass Structured finance securities Machinery (excluding agriculture, construction, and electrical types) Diversified or conglomerate services Restaurant and franchise operations Electronics Cargo transport PhenixFIN Corporation was founded in 2010 and maintains its headquarters in New York, New York.

New York City, NY

11 employees

www.phenixfc.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: David Aaron Lorber

View full financials

Form	Filing Date	Accepted	Document
10-Q	Aug 5, 2026	Aug 5, 2026	View filing
8-K	Aug 5, 2026	Aug 5, 2026	View filing
40-17G	Jul 2, 2026	Jul 2, 2026	View filing
4	Jun 3, 2026	Jun 3, 2026	View filing
SC 13G/A	May 15, 2026	May 15, 2026	View filing
SC 13D/A	May 14, 2026	May 14, 2026	View filing
4	May 14, 2026	May 14, 2026	View filing
10-Q	May 5, 2026	May 5, 2026	View filing
8-K	May 5, 2026	May 5, 2026	View filing
SC 13D/A	Apr 2, 2026	Apr 2, 2026	View filing
8-K	Mar 20, 2026	Mar 20, 2026	View filing
4	Mar 5, 2026	Mar 5, 2026	View filing
10-Q	Feb 9, 2026	Feb 9, 2026	View filing
8-K	Feb 9, 2026	Feb 9, 2026	View filing
DEF 14A	Jan 28, 2026	Jan 28, 2026	View filing
4	Dec 29, 2025	Dec 29, 2025	View filing
4	Dec 29, 2025	Dec 29, 2025	View filing
4	Dec 19, 2025	Dec 19, 2025	View filing
4	Dec 17, 2025	Dec 17, 2025	View filing
10-K	Dec 12, 2025	Dec 12, 2025	View filing
8-K	Dec 12, 2025	Dec 12, 2025	View filing
4	Sep 25, 2025	Sep 25, 2025	View filing
4	Sep 18, 2025	Sep 18, 2025	View filing
4	Sep 15, 2025	Sep 15, 2025	View filing
4	Sep 11, 2025	Sep 11, 2025	View filing
4	Sep 8, 2025	Sep 8, 2025	View filing
4	Sep 5, 2025	Sep 5, 2025	View filing
4	Aug 21, 2025	Aug 21, 2025	View filing
4	Aug 18, 2025	Aug 18, 2025	View filing
4	Aug 18, 2025	Aug 18, 2025	View filing

SEC Filings

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