PhenixFIN (PFX) Long-Term Investments (2021 - 2025)
PhenixFIN (PFX) posted quarterly Long-Term Investments of $159.4 million for Q2 2025, up 18100.6% year-over-year from N/an in Q2 2024, and down 44.43% quarter-over-quarter from $286.8 million in Q1 2025.
PhenixFIN (PFX) Long-Term Investments (2021 - 2025) Analysis & Trends
PhenixFIN (PFX) has reported Long-Term Investments for 5 consecutive years, with $159.4 million the latest figure, recorded in Q2 2025.
- In Q2 2025, Long-Term Investments rose 18100.6% year-over-year to $159.4 million; the TTM figure through Jun 2025 stood at $159.4 million (up 18100.6% YoY), while the FY2024 annual figure was $36.7 million, up 691.92% from the prior year.
- Long-Term Investments declined to $159.4 million in Q2 2025 per PFX's latest filing, from $286.8 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $300.1 million in Q4 2024 and bottomed at $491500.0 in Q1 2022.
- Historically, Long-Term Investments has averaged $112.7 million across 5 years, with a median of $36.7 million in 2024.
- On a YoY basis, Long-Term Investments climbed as much as 40609.93% in 2023 and fell as far as 98.24% in 2023.
- PhenixFIN's Long-Term Investments stood at $2.6 million in 2021, then surged by 7010.66% to $183.3 million in 2022, then tumbled by 94.54% to $10.0 million in 2023, then soared by 2900.94% to $300.1 million in 2024, then sank by 46.89% to $159.4 million in 2025.
- Business Quant data shows PFX's Long-Term Investments at $159.4 million in Q2 2025, $286.8 million in Q1 2025, and $300.1 million in Q4 2024.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | PhenixFIN | 98.99 Mn | -204.83 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2025 | 159.39 Mn |
| Mar 31, 2025 | 286.84 Mn |
| Dec 31, 2024 | 300.09 Mn |
| Sep 30, 2024 | 36.68 Mn |
| Jun 30, 2024 | 875,749.00 |
| Mar 31, 2024 | 17.53 Mn |
| Dec 31, 2023 | 10.00 Mn |
| Sep 30, 2023 | 4.63 Mn |
| Mar 31, 2023 | 200.09 Mn |
| Dec 31, 2022 | 183.27 Mn |
| Sep 30, 2022 | 262.60 Mn |
| Mar 31, 2022 | 491,500.00 |
| Dec 31, 2021 | 2.58 Mn |