PhenixFIN (PFX) Assets (2022 - 2026)
PhenixFIN (PFX) posted quarterly Assets of $305.6 million for Q1 2026, up 1.62% year-over-year from $300.7 million in Q1 2025, and down 0.59% quarter-over-quarter from $307.4 million in Q4 2025.
PhenixFIN (PFX) Assets (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Assets for 5 consecutive years, with $305.6 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets rose 1.62% year-over-year to $305.6 million; the TTM figure through Mar 2026 stood at $305.6 million (up 1.62% YoY), while the FY2025 annual figure was $316.9 million, up 4.68% from the prior year.
- Assets fell to $305.6 million in Q1 2026 per PFX's latest filing, from $307.4 million in the prior quarter.
- Across five years, Assets topped out at $316.9 million in Q3 2025 and bottomed at $205.4 million in Q4 2022.
- Historically, Assets has averaged $266.3 million across 5 years, with a median of $247.7 million in 2024.
- Annual changes were most pronounced in 2024 — Assets surged 31.15% — and 2025, when it decreased 1.46%.
- PhenixFIN's Assets stood at $205.4 million in 2022, then rose by 15.81% to $237.8 million in 2023, then jumped by 31.15% to $311.9 million in 2024, then fell by 1.46% to $307.4 million in 2025, then declined by 0.59% to $305.6 million in 2026.
- Business Quant data shows PFX's Assets at $305.6 million in Q1 2026, $307.4 million in Q4 2025, and $316.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.55 Bn | 165.68 Bn | - | 175.88 Bn |
| 2 | Blackstone | 114.86 Bn | 112.36 Bn | - | 49.89 Bn |
| 3 | Kkr | 97.27 Bn | -179.80 Bn | - | - |
| 4 | Brookfield | 93.37 Bn | 45.97 Bn | - | 525.52 Bn |
| 5 | Brookfield Asset Management | 83.51 Bn | 82.01 Bn | - | 20.08 Bn |
| 6 | Apollo Global Management | 78.50 Bn | 53.13 Bn | 10.54 Bn | 494.05 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 418.38 Bn |
| 8 | Ameriprise Financial | 51.25 Bn | 40.20 Bn | 4.72 Bn | 197.87 Bn |
| 9 | Raymond James Financial | 34.07 Bn | 20.82 Bn | - | 94.24 Bn |
| 10 | PhenixFIN | 97.86 Mn | -205.96 Mn | - | 309.89 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 309.89 Mn |
| Mar 31, 2026 | 305.57 Mn |
| Dec 31, 2025 | 307.38 Mn |
| Sep 30, 2025 | 316.91 Mn |
| Jun 30, 2025 | 306.81 Mn |
| Mar 31, 2025 | 300.71 Mn |
| Dec 31, 2024 | 311.93 Mn |
| Sep 30, 2024 | 302.75 Mn |
| Jun 30, 2024 | 246.30 Mn |
| Mar 31, 2024 | 247.69 Mn |
| Dec 31, 2023 | 237.84 Mn |
| Sep 30, 2023 | 239.69 Mn |
| Jun 30, 2023 | 232.44 Mn |
| Mar 31, 2023 | 213.93 Mn |
| Dec 31, 2022 | 205.38 Mn |
| Sep 30, 2022 | 218.87 Mn |