Broker-Dealer AgreementBroker-Dealer Agreement • November 19th, 2021 • Phoenix Capital Group Holdings, LLC • Metal mining
This agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Phoenix Capital Group Holdings, LLC (“Client”), a Delaware Limited Liability Company, and Dalmore Group, LLC., a New York Limited Liability Company (“Dalmore”). Client and Dalmore agree to be bound by the terms of this Agreement, effective as of June 14, 2021 (the “Effective Date”):
PHOENIX CAPITAL GROUP HOLDINGS, LLC a Delaware limited liability company Issuer AND UMB Bank, N.A. Trustee INDENTURE Dated as of January 12, 2022 Unsecured Subordinated Debt SecuritiesPhoenix Capital Group Holdings, LLC • January 13th, 2022 • Metal mining • Delaware
INDENTURE, dated as of January 12, 2022, between PHOENIX CAPITAL GROUP HOLDINGS, LLC, a Delaware limited liability company (the “Company” or the “Issuer”), and UMB BANK, N.A. as trustee (the “Trustee”):
LOAN AGREEMENTLoan Agreement • January 19th, 2024 • Phoenix Capital Group Holdings, LLC • Metal mining • Delaware
THIS LOAN AGREEMENT (the “Agreement”) made this 14th day of September, 2023, by and between Phoenix Capital Group Holdings, LLC, a Delaware limited liability company (the “Borrower”), and Adamantium Capital LLC, a Delaware limited liability company (the “Lender”).
PHOENIX CAPITAL GROUP HOLDINGS, LLC a Delaware limited liability company Issuer AND UMB Bank, N.A. Trustee INDENTURE Dated as of ___________, 2021 Unsecured Subordinated Debt SecuritiesIndenture • November 19th, 2021 • Phoenix Capital Group Holdings, LLC • Metal mining • Delaware
INDENTURE, dated as of [●], between PHOENIX CAPITAL GROUP HOLDINGS, LLC, a Delaware limited liability company (the “Company” or the “Issuer”), and UMB BANK, N.A. as trustee (the “Trustee”):
PHOENIX CAPITAL GROUP HOLDINGS , LLC SUBSCRIPTION AGREEMENT INSTRUCTION PAGESubscription Agreement Instruction Page • June 27th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining
We, Phoenix Capital Group Holdings , LLC (“we,” “our,” “us,” or the “Company”), are offering an initial maximum of $75,000,000, as may be increased at the discretion of the Company subject to the requirements of Regulation A, of our 9.0% unsecured bonds (the “Bonds”) pursuant to the offering circular (the “Offering Circular”) dated _______________ (the “Offering”). Each Bond will be sold at a public offering price of $1,000 per Bond, as may be supplemented, with a minimum purchase amount of one Bond ($1,000). The Bonds will be offered in multiple series.
REVOLVING LINE OF CREDIT LOAN AGREEMENTCredit Loan Agreement • August 9th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining • Delaware
THIS REVOLVING LINE OF CREDIT LOAN AGREEMENT (the “Agreement”) made this _____ day of ____________, 2023, by and between Phoenix Capital Group Holdings, LLC, a Delaware limited liability company (the “Borrower”), and Phoenix Capital Group Holdings I LLC, a Delaware limited liability company (the “Lender”).
Broker-Dealer AgreementBroker-Dealer Agreement • April 4th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining
This agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Phoenix Capital Group Holdings, LLC (“Client”), a Delaware Limited Liability Company, and Dalmore Group, LLC., a New York Limited Liability Company (“Dalmore”). Client and Dalmore agree to be bound by the terms of this Agreement, effective as of March 15, 2023 (the “Effective Date”):
CREDIT AGREEMENTCredit Agreement • November 19th, 2021 • Phoenix Capital Group Holdings, LLC • Metal mining • Ontario
RECITAL: The Borrower has requested that the Lenders extend credit to the Borrower and the Lenders have agreed to provide such credit to the Borrower on the terms and conditions contained herein.
Amended and Restated Broker-Dealer AgreementBroker-Dealer Agreement • September 6th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining
This amended and restated agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Phoenix Capital Group Holdings I LLC (“Client”), a Delaware Limited Liability Company, Phoenix Capital Group Holdings, LLC (“Phoenix Capital”), a Delaware Limited Liability Company, and Dalmore Group, LLC., a New York Limited Liability Company (“Dalmore”) (collectively, the “Parties”) effective as of June 5, 2023.
THIRD SUPPLEMENTAL INDENTUREThird Supplemental Indenture • June 27th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining • Delaware
THIS THIRD SUPPLEMENTAL INDENTURE (this “Third Supplement”) is effective as of the 25th day of May, 2023, by and between Phoenix Capital Group Holdings, LLC, a Delaware limited liability company (the “Issuer”), and UMB Bank, N.A., a national banking association (the “Trustee”).
PHOENIX CAPTIAL GROUP HOLDINGS, LLC 18575 Jamboree Rd, Suite 830 Irvine, CA 92612 November 29, 2023Phoenix Capital Group Holdings, LLC • December 5th, 2023 • Metal mining
As you know, since Phoenix Capital Group Holdings, LLC (“Phoenix” of the “Company”), was founded, you have provided invaluable service through the years providing your knowledge and experience to us as a VP of Engineering in creating our highly successful acquisition program.
LOAN AGREEMENT AMENDMENT AND NOTE MODIFICATION AGREEMENTLoan Agreement • November 14th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining • Delaware
THIS LOAN AGREEMENT AMENDMENT AND NOTE MODIFICATION AGREEMENT (“Agreement”) is made as of October 30, 2023, by and between Phoenix Capital Group Holdings, LLC (the “Original Borrower”); Phoenix Operating, LLC (the “New Borrower”); and Adamantium Capital LLC (the “Lender”).
FIRST SUPPLEMENTAL INDENTUREFirst Supplemental Indenture • February 8th, 2022 • Phoenix Capital Group Holdings, LLC • Metal mining
THIS FIRST SUPPLEMENTAL INDENTURE (this “First Supplement”) is effective as of February 1, 2022, by and between Phoenix Capital Group Holdings, LLC, a Delaware limited liability company (the “Company”), and UMB Bank, N.A., a national banking association (the “Trustee”).
AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF PHOENIX OPERATING LLCLimited Liability Company Agreement • January 19th, 2024 • Phoenix Capital Group Holdings, LLC • Metal mining
This Amended and Restated Limited Liability Company Agreement (as amended, restated or otherwise modified from time to time in accordance with the terms hereof, this “Agreement”), dated October 23, 2023 (the “Effective Date”), of Phoenix Operating LLC, a Delaware limited liability company (the “Company”), is entered into by the Company, Phoenix Capital Group Holdings, LLC, a Delaware limited liability company and the sole voting member of the Company (the “Voting Member”), and any Profits Interest Members (as defined herein) who may from time to time acquire Profits Interests (as defined herein) as provided herein.
Broker-Dealer AgreementBroker-Dealer Agreement • November 14th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining
This amended and restated agreement (together with exhibits and schedules, the “Agreement”) is entered into by and between Adamantium Capital LLC (“Client”), a Delaware Limited Liability Company, Phoenix Capital Group Holdings, LLC (“Phoenix Capital”), a Delaware Limited Liability Company, and Dalmore Group, LLC., a New York Limited Liability Company (“Dalmore”) (collectively, the “Parties”) effective as of September 11, 2023.
PHOENIX CAPTIAL GROUP HOLDINGS, LLC 18575 Jamboree Rd, Suite 830 Irvine, CA 92612 November 29, 2023Phoenix Capital Group Holdings, LLC • December 22nd, 2023 • Metal mining
As you know, since Phoenix Capital Group Holdings, LLC (“Phoenix” of the “Company”), was founded, you have provided invaluable service through the years providing your knowledge and experience to us as a VP of Engineering in creating our highly successful acquisition program.
AMENDED AND RESTATED CREDIT AGREEMENTCredit Agreement • June 27th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining • Ontario
NOW THEREFORE in consideration of the covenants and agreements contained in this Agreement and other good and valuable consideration (the receipt and sufficiency of which are hereby acknowledged by each of the parties), the parties covenant and agree as follows:
LIMITED LIABILITY COMPANY AGREEMENT OF PHOENIX CAPITAL GROUP HOLDINGS, LLCLimited Liability Company Agreement • September 6th, 2023 • Phoenix Capital Group Holdings, LLC • Metal mining
THIS LIMITED LIABILITY COMPANY AGREEMENT of Phoenix Capital Group Holdings, LLC (the “Company”), a Delaware limited liability company, is made and entered into effective as of April 23, 2019, by and among Lion of Judah Capital, LLC, a Delaware limited liability company (“LJC, LLC”), Christie Masone (“Masone”), Lindsey Wilson (“Wilson”) and Adam Josephson (“Josephson”) as the Members.
