Form D · Oil and Gas

Phoenix Energy One, LLC

Irvine, CA · CIK 0001818643

Offering snapshot reported Apr 2, 2026 · SEC filing

Reported sold
$1.14B
Offering amount: $2B
Investors reported
3,049
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 29, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$570M$1.14BSep 7, 2023: $951,000.00Sep 7, 2023Nov 6, 2024: $477,477,000.00Nov 6, 2024May 15, 2025: $740,500,000.00May 15, 2025Apr 2, 2026: $1,140,071,000.00Apr 2, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$740,500,000 → $1,140,071,000
  • Reported investors2,162 → 3,049

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 2, 2026Amendment$1,140,071,000$399,571,000vs May 15, 20253,049SEC filing
May 15, 2025Amendment$740,500,000$263,023,000vs Nov 6, 20242,162SEC filing
Nov 6, 2024Amendment$477,477,000$476,526,000vs Sep 7, 20231,799SEC filing
Sep 7, 2023Initial$951,000No comparison6SEC filing
May 9, 2023Amendment$86,453,602$85,348,602vs Jan 12, 2023485SEC filing
Jan 12, 2023Initial$1,105,000No comparison9SEC filing
Jul 22, 2022InitialYet to sellNo comparison0SEC filing
Jul 20, 2022Initial$200,000No comparison1SEC filing
Oct 22, 2020InitialYet to sellNo comparison0SEC filing
Jul 20, 2020Initial$300,000No comparison2SEC filing

Offering details

Securities
Debt, Other
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$90M (estimated)
Finders' fees
$0
Form D file number
021-491530
Unsecured Bonds

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Dalmore Group LLC136352
Crescent Securities Group, Inc.114993

Source: Form D, filed Apr 2, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Jason Allan Pangracs Director
Curtis Allen Director, Executive, Promoter
Brandon Allen Executive
Justin Lee Arn Executive
Daniel Ferrari Director
Adam Ferrari Director, Executive, Promoter
Brynn Ferrari Executive
Sean Goodnight Executive
Julia Mao Executive
Jason Montgomery Wagner Director
David Scadden Executive
David Wheeler Executive
Matthew Douglas Willer Executive
Lindsey Wilson Executive
Kris Woods Executive

Issuer details

Industry: Oil and Gas (See others in industry)

Address:
18575 Jamboree Road Suite 830
Irvine, CA, 92612