---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-24-015766"
form_type: "8-K"
ticker: "PFX"
cik: "0001490349"
company_name: "PhenixFIN Corp"
filed_at: "2024-02-21T23:59:59+00:00"
generated_at: "2026-06-05T21:59:37.311977+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# PhenixFIN amends credit facility, ups borrowing capacity by $12.5M to $62.5M

## Summary
- Effective February 21, 2024, the credit facility principal was increased from $50.0 million to $62.5 million.
- Amendment involved existing lenders Woodforest National Bank, Valley National Bank, and Axiom Bank.
- All other material terms of the three-year revolving credit facility remain unchanged.
- The facility was originally entered into on December 15, 2022.

## SEC filing metadata
- accession: 0001213900-24-015766
- form_type: 8-K
- ticker: PFX
- cik: 0001490349
- company_name: PhenixFIN Corp
- filed_at: 2024-02-21T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1490349/000121390024015766/0001213900-24-015766-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1490349/000121390024015766/ea0200363-8k_phenixfin.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-015766
- JSON: https://secwatch.observer/filing/0001213900-24-015766.json
- Plain text: https://secwatch.observer/filing/0001213900-24-015766.txt

## Key facts
- Debt Financings
  PhenixFIN Corp amended credit facility of increased the principal amount of loan available under the Credit Facility by $12.5 million to $62.5 million with Woodforest National Bank, Valley National Bank, Axiom Bank at unknown maturing unknown.
  - Instrument: credit facility
  - Principal: increased the principal amount of loan available under the Credit Facility by $12.5 million to $62.5 million
  - Counterparty: Woodforest National Bank, Valley National Bank, Axiom Bank
  - Event: amendment
  source text: On February 21, 2024 (the “Effective Date”), in order to increase the size of the Credit Facility, the parties to the Credit Facility amended the terms of the Credit Facility, effective as of the Effective Date (the “Amendment”). The Amendment increased the principal amount of loan available under the Credit Facility by $12.5 million to $62.5 million. All other material terms of the Credit Facility remain unchanged.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1490349/000121390024015766/0001213900-24-015766-index.htm
- Material Agreements
  PhenixFIN Corp amended three-year $50.0 million revolving credit facility with Woodforest National Bank; Valley National Bank; Axiom Bank valued at increased by $12.5 million to $62.5 million (effective 2024-02-21).
  - Action: amendment
  - Agreement: credit facility
  - Counterparty: Woodforest National Bank; Valley National Bank; Axiom Bank
  - Value: increased by $12.5 million to $62.5 million
  - Effective: 2024-02-21
  source text: On February 21, 2024 (the “Effective Date”), in order to increase the size of the Credit Facility, the parties to the Credit Facility amended the terms of the Credit Facility, effective as of the Effective Date (the “Amendment”). The Amendment increased the principal amount of loan available under the Credit Facility by $12.5 million to $62.5 million.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1490349/000121390024015766/0001213900-24-015766-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.