.png)
LA PLATA PEAK II
INCOME FUND
401(k) & IRA Investors I Reg D 506(c) I Accredited
Bring energy back
to your 401(k)
That old 401(k) from a previous employer is sitting on the shelf in funds you never chose. A self-directed IRA lets you roll it over – typically tax-deferred – and put those retirement dollars to work in real, producing oil & gas minerals, with an 8% preferred return accruing from the day your IRA funds.
30 minutes · Google Meet · no cost, no obligation
Inc. 5000 – America’s Fastest-Growing Private Companies, 2022 & 2025 I Audited by Weaver I Reg D 506(c) offering
LA PLATA PEAK II INCOME FUND
The Fund I At-A-Glance
21.7%
Average annual cash yield to investors across all funds, 2021–2025*
8%
Preferred return, accruing from your funding date
.png)
5 for 5
Completed funds since 2017 – every one returned investors’ full capital
Source: Rising Phoenix Capital internal distribution records (unaudited), as of August 1, 2026. Cash yield includes divestiture proceeds; see methodology and full disclosures at the bottom of this page.
Watch how our Mineral Income Strategy works
WHY RETIREMENT DOLLARS FIT
Your IRA can own real assets, not just funds
Roll over without a tax hit
Old-employer 401(k)s can typically move to a self-directed IRA as a direct, tax-deferred rollover. Your advisor confirms your specifics.
Real assets inside your IRA
A self-directed IRA can hold producing mineral interests – property that pays royalties – instead of only stocks and mutual funds.
Income builds in the account
Monthly distributions flow back into your IRA and keep compounding tax-deferred, right alongside your other retirement assets.
Custodians we work with daily
We work with Horizon Trust, and our investors also hold through Strata, Inspira, and New Vision. We walk the paperwork with you.
PERFORMANCE
Cash returned to investors, year over year
Annual cash distributed to investors across all Rising Phoenix funds as a percentage of invested capital, alongside S&P 500 and Dow Jones total returns for the same calendar years.
S&P 500 (total return)
Dow Jones (total return)
Rising Phoenix (investor cash yield)
Hover over the bars to see their numbers
40%
30%
20%
10%
0%
-10%
+16.4%
Rising Phoenix (2021)
S&P 500 (2021)
+28.7%
Dow Jones (2021)
+20.9%
+28.9%
Rising Phoenix (2022)
S&P 500 (2022)
-18.1%
Dow Jones (2022)
-6.9%
+15.3%
Rising Phoenix (2023)
S&P 500 (2023)
+26.3%
Dow Jones (2023)
+16.2%
+13.6%
Rising Phoenix (2024)
S&P 500 (2024)
+25.0%
Dow Jones (2024)
+15.0%
+34.1%
Rising Phoenix (2025)
S&P 500 (2025)
+17.4%
Dow Jones (2025)
+14.9%
-20%
2021
2022
2023
2024
2025
Sources: Rising Phoenix figures from internal distribution records (unaudited), net to limited partners; 2024–2025 include divestiture proceeds, which include return of capital. S&P 500 and Dow Jones figures are calendar-year total returns with dividends reinvested, from publicly available market data. Index returns and private-fund cash distributions are not directly comparable. Past performance is not indicative of future results.
+28.9% in 2022
while the S&P 500 fell 18.1% and the Dow fell 6.9%
No negative year
for Rising Phoenix investors, 2021–2025
$26.3M distributed
to investors over those five years, including fund exits
TRACK RECORD
Five funds taken full cycle. Every one returned capital.
Since 2017 Rising Phoenix has launched eight mineral funds and completed five – purchased, managed, sold, and fully distributed. $31.9M has been distributed to investors across all funds to date. Results below are net to investors, per completed fund.
COMPLETED FUND
VINTAGE
EQUITY MULTIPLE
EXIT IRR
JRPP Royalty Fund I
2017
1.33x
21%
Opportunity Fund I
2019
2.25x
19%
Royalty Fund III
2020
1.46x
10%
Opportunity Fund III
2020
1.32x
12%
Opportunity Fund IV
2021
1.01x
0%
Simple average
1.47%
12%
Source: Rising Phoenix Capital internal records (unaudited), net to investors, as of August 1, 2026; all five funds are fully distributed and closed. Equity multiple = total cash distributed to investors ÷ invested capital. IRR is computed from actual dated investor cash flows. The simple averages are averages of fund-level results, not a composite return; individual fund results ranged from 1.01x (0% IRR) to 2.25x (21% IRR), and individual investor results vary by fund, class, and timing of admission. Past performance is not indicative of future results.
HOW IT WORKS
Three steps to your first distribution
Book a discovery call
Thirty minutes with our team. We learn your goals, walk through how the fund works, and confirm fit and accreditation.
Review the materials
Receive the PPM, investor presentation, and data room. Take your time; we’ll answer every question.
Fund and start accruing
Your 8% preferred return accrues from the day your capital lands. Monthly income begins once fund distributions commence.
WHO YOU'RE WORKING WITH
A fourth-generation Texas energy family
Jace Graham
CEO & FOUNDER, RISING PHOENIX CAPITAL
Jace is a fourth-generation member of a Texas oil and gas family. He has spent his career acquiring producing mineral and royalty interests across proven U.S. basins, with more than $150M in energy transactions closed.
Since 2017, Rising Phoenix has launched eight mineral funds and taken five full cycle – purchased, managed, sold, and fully distributed — returning investors’ capital every time. The firm was named to the Inc. 5000 list of America’s fastest-growing private companies in 2022 and 2025, and fund financial statements are audited by Weaver.
When you book a discovery call, you talk directly with Jace and his small team – not a sales floor.
Jace has ben featured in Dallas Business Journal · Yahoo Finance · Oil & Gas Journal · NBC · Fox News · Associated Press
INVESTER VOICES
What our investors say
Statements reflect individual investor experiences and were provided voluntarily without compensation. They are not representative of every investor’s experience, and individual results vary. Past performance is not indicative of future results.
COMMON QUESTIONS
What investors ask first
See if La Plata Peak II is right for you
A 30-minute conversation about your goals, how the fund works, and whether the fit makes sense. If it doesn’t, we’ll tell you that too.
Raising now · expected close October 2026
CAPITAL
Past performance is not indicative of future results.
*Average annual investor cash yield = total cash distributed to investors in each calendar year (operating distributions plus divestiture proceeds, which include return of capital) divided by total investor capital invested that year; simple average of 2021–2025, net to limited partners. It is not an internal rate of return or compounded return. Index figures are calendar-year total returns with dividends reinvested, from publicly available market data; public-index returns and private-fund cash distributions are not directly comparable. Source: Rising Phoenix Capital internal records (unaudited).
Preferred return and any targeted returns are objectives, not guarantees, and are dependent on fund performance. Securities are offered under Regulation D Rule 506(c) solely to verified accredited investors, and only through the Fund’s Private Placement Memorandum, which contains risk factors, fees, and offering terms and controls over anything on this page. Investments are illiquid and involve risk of loss, including loss of principal.
© 2026 Rising Phoenix Capital. All rights reserved.