AdFi
PR

Phoenician Resources

SEC Registered

A Leading Investor in the Energy Sector

New York, NYhttps://phoenicianres.com888-405-9340
Assets Under Management
$100M–$500M
Employees
6
Office Locations
2 offices
Total Accounts
3

About the firm

Phoenician Resources is an investment firm focused on developing private equity strategies across the energy sector. Their investment strategies focus on opportunities in oil and gas and energy infrastructure.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private EquityEnergyOil And GasEnergy Infrastructure

Services

Private equity strategies across the energy sector, with a focus on opportunities in oil and gas and energy infrastructure.

Private funds / alternatives
Private Equity

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans3$332M

Leadership

Donnan Henry Steele
MANAGING MEMBER
Francisco Borja Madrid Mozos
CHIEF COMPLIANCE OFFICER, MANAGING PARTNER
Donnan Henry Steele
TRUSTEE
Steele Family Holdings I Llc
MEMBER
2020 Donnan Steele Trust Dated August 22
MANAGING MEMBER

Office locations

2 offices in 2 states
NY
New YorkHQ
TX
Houston

Regulatory & compliance

CRD number
#304953
SEC Number
801-117261
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phoenician Resources has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched