# Phoenix: portfolio, investments and team > Phoenix is a hedge fund based in United States. 2 investments on record, latest May 2025. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/phoenix (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Phoenix Filed with the SEC to raise a fund in Oct 2026, closing $3,642M. Last cheque observed May 2025. Email Hedge fund Quiet New fund $3.6B, Oct 2026 Series B Series C Follow Phoenix and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fphoenix) Cheques on record **0%** of best year **0** **cheques in 12 months**, 2 on record Since the last cheque **544** days **00** hrs **00** min **00** sec Median round **$63M** Rounds led **0 of 2** Pitch Phoenix ## Phoenix highlights - 01 2 rounds on record - 02 Mostly Series B and Series C: 100% of its rounds ## What they do > Filed 1 private fund offering with the SEC, the most recent in 2012-03 From their own website - **Type:** Hedge fund (from a list, unverified) - **Cheque size:** Not stated - **Based in:** SEATTLE, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **2 appearances** - **2025** 1 round - **May** **Classiq** Series C · IL · TechStartups **$110M** With 13 others - **2017** 1 round - **Dec** **[Asieris Pharmaceuticals](https://millionrounds.com/company/asieris-pharmaceuticals)** Series B · CN · China Money Network **$15M** With 1 other An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **24 named** AO **Ade Ojo** Officer of the Issuer's Manager i Filing they signed AC **Alan Cole** President, Cedar Hill Associates, LLC - Manager of Master Fund i Filing they signed AM **Albert Matriotti** Managing Director of the Issuer's Investment Manager i Filing they signed AH **Andrew H. Messinger** Executive Officer i Filing they signed AM **Andrew Mahoney** Director i Filing they signed BN **Barry N/A McGrath** Non-executive Director of the Fund i Filing they signed BN **Bart N. Cocales** Managing Director of the Issuer's Investment Manager i Filing they signed BC **Benjamin C. Browning** of the Investment Manager i Filing they signed BS **Benjamin S. Appen** Executive Officer i Filing they signed BL **Brendan Lett** Mr. Lett is the Managing Member of Phoenix Agentics Capital Partners LLC, the General Partner i Filing they signed BD **Brian David Schwartz** Managing Director of the Issuer's Investment Manager i Filing they signed BC **Bruce Chan Putterill** Director of the General Partner i Filing they signed CR **Carol Reynolds** The complete address of this related person is: Queensgate Bank and Trust Company Ltd.; 5th Floor, Harbour Place, 103 South Church Street, P.O. Box 30464 SMB; Grand Cayman, KY1-1202, Cayman Islands. i Filing they signed CF **Carson Faris** Executive Officer, Promoter i Filing they signed CI **Chris I Engelman** Managing Director, Cedar Hill Associates, LLC - Manager of Master Fund i Filing they signed CT **Chris T. Freeze** Mr. Freeze is an executive officer of Credit Suisse (Cayman) Management Limited, the general partner i Filing they signed CI **Christopher I Engelman** Managing Director, Cedar Hill Associates, LLC - Manager i Filing they signed CL **Corey L. LoPrete** Mr. LoPrete is an officer of DLJMB Fund, Inc., the general partner i Filing they signed DW **Dan Winkler** Executive Officer i Filing they signed DH **David Heath** Executive Officer i Filing they signed DN **David N. Barenborg** Managing Director of the Issuer's Investment Manager i Filing they signed DM **Diana Myint** Managing Director of the Issuer's Investment Manager i Filing they signed DB **Dmitry Balyasny** Managing Partner i Filing they signed DA **Dwight Alexander** Manager of Kesred Capital, LLC, manager of Phoenix Fund 1, LLC i Filing they signed We also hold **62** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. New fund on file **$3.6B** raised in Oct 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Series B Series C Median round joined **$63M** the round, not its cheque Led 0 of 2 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** May 2025 Rounds by stage said on their site - Series B *1* - Series C *1* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching Phoenix?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Phoenix put money into. [**Asieris Pharmaceuticals** $15M · Dec 2017](https://millionrounds.com/company/asieris-pharmaceuticals) ## Quick answers about Phoenix ### What does Phoenix invest in? Phoenix invests most often at Series B and Series C (100% of the rounds on record). ### How active is Phoenix? 2 investments on record, 0 of them in the last 12 months. The most recent was in May 2025. ### What has Phoenix invested in recently? Its most recent investments on record: Classiq (Series C, May 2025) and Asieris Pharmaceuticals (Series B, Dec 2017). ### How big are Phoenix's cheques? The median round it joins is $63M. ### Is Phoenix investing now? No investments in the last 12 months; the latest was in May 2025. ### What kind of investor is Phoenix? Phoenix is a hedge fund based in SEATTLE, United States. ### Has Phoenix raised a new fund? Its latest fund filing with the SEC was in Oct 2026, reporting $3.6B raised. ### When was Phoenix founded? Phoenix was founded in 1994. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. 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