PhenixFIN (PFX) Long-Term Investments (2021 - 2025)

PhenixFIN's (PFX) quarterly Long-Term Investments came in at $159.4 million in Q2 2025, up 18100.6% year-on-year from N/an in Q2 2024, and down 44.43% on a QoQ basis from $286.8 million in Q1 2025.

PhenixFIN (PFX) Long-Term Investments (2021 - 2025) Analysis & Trends

PhenixFIN (PFX) has 5 years of Long-Term Investments data on file, last reported at $159.4 million in Q2 2025.

  • On a quarterly basis, Long-Term Investments rose 18100.6% year-over-year to $159.4 million in Q2 2025; TTM through Jun 2025 was $159.4 million, a 18100.6% increase from a year earlier, with the FY2024 full-year figure at $36.7 million, up 691.92% from the prior year.
  • Long-Term Investments for Q2 2025 stood at $159.4 million, down from $286.8 million in the prior quarter.
  • Over the last five years, Long-Term Investments for PFX reached as high as $300.1 million in Q4 2024 and fell as low as $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.
  • Year by year, Long-Term Investments stood at $2.6 million in 2021, then jumped by 7010.66% to $183.3 million in 2022, then tumbled by 94.54% to $10.0 million in 2023, then surged by 2900.94% to $300.1 million in 2024, then sank by 46.89% to $159.4 million in 2025.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $159.4 million in Q2 2025, $286.8 million in Q1 2025, and $300.1 million in Q4 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 PhenixFIN 85.65 Mn -213.24 Mn - -

Historic Data

Download Data
DateValue
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