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Learn about the La Plata Peak Income Fund
Earn Monthly Income with Oil & Gas Mineral Investments without the “Dry Hole” Risk
Backed by real assets. Managed by a fourth-generation oil & gas family office.
Schedule a Diligence Call
30 Minutes + Third-Party DD Report + Schwab Custody + Direct with the Sponsor
Thirty minutes with Jace Graham, fourth-generation oil and gas and the sponsor of the fund. We will walk the strategy, how the income is generated and reported, and exactly what your diligence process will need from us. Your clients hear from us only when you bring us in.
What the call covers:
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The strategy, and why minerals carry no drilling capital or cash calls
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Our ninth fund: the track record behind it and the return profile
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The ground game: direct-to-owner acquisition, and why these deals never reach a broker
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Distribution and reporting mechanics, including K-1 timing
What you get access to:
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The third-party due diligence report
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The data room, same day
Rising Phoenix La Plata Peak, LP is offered under Reg D Rule 506(c) to verified accredited investors. Nothing on this page is an offer to sell. The offering memorandum controls.
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LA PLATA PEAK INCOME FUND AT A GLANCE
Fund Size:
$50 million oil & gas mineral fund
Unit Size:
Class A: $250,000/unit
($250,000 and over investment amount)
Class B: $50,000/unit
($50,000 - $249,999 investment amount)
Structure:
Class A units: 20% GP promote after investor payout;
Class B units: 30% GP promote after investor payout;
Investors earn 8% preferred rate of return until fund closes;
1.5% AUM annual management fee; 3% origination fee
Distributions:
Monthly, with annual K-1s prepared
Assets:
Target producing oil & gas minerals currently generating cash flow
Upside:
Price appreciation and potential future production from undeveloped locations
Additional Information:
Accredited Investor only; Audited 3rd party financials; Self-Directed IRA eligible;
15% tax depletion allowance in perpetuity
Target Fund Close Date:
December 31st, 2026
3 Steps Platform Approval:
1
Diligence call with the sponsor
30 Minutes, direct. No wholesaler in between
2
Full diligence package to your committee
Third-party due diligence report, fund counsel, third-party administrator, and the offering memorandum. One delivery, same day.
3
Approved and allocatable
The fund is accepted for custody at Charles Schwab, so once it clears your committee your advisors allocate and bill inside their normal fee draw.
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TARGETED RETURNS SNAPSHOT
Projected Fund Returns Backed by Real Performance*
Annual Cash-on-Cash Yield
15%
Target Hold Period
2-3 Years
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1.5-2.0x
Target Multiple on Invested Capital (MOIC)
18-20%
Target Internal Rate of Return (IRR)
Our income-focused mineral strategy is designed to generate strong monthly cash flow today with meaningful upside from future development. While past performance demonstrates our team’s ability to deliver, all investments involve risk and results may vary.
*Projected returns shown are projections only and not guaranteed; investments carry risk and may result in loss of principal.
Why This Opportunity Works
Real asset-backed investments in U.S. oil & gas minerals
Monthly cash flow distributions directly to investors
Tax-deferred income with a 15% depletion allowance
Self-directed IRA eligible
Managed by a fourth-generation oil & gas acquisition & operations team
Targeting shorter hold periods (~3 years)
The La Plata Peak Fund is designed for accredited investors seeking reliable monthly income with meaningful upside potential. Rooted in a proven mineral strategy, we typically source directly from mineral owners, avoid middlemen, and focus on cash-flowing assets in top-tier basins operated by industry leaders.
LA PLATA PEAK INCOME FUND
A Platform Designed to Meet Institutional Expectations – Built for Advisors
Custodians
Administrator
Legal
Due Dilligence
Audit
Representative
Wondering how oil & gas minerals compare to real estate?
Monthly cash flow from property
vs
Monthly cash flow from wells
Tenants pay rent
vs
vs
No management upkeep or expenses
vs
Growth and upside from new wells
vs
Annual yields begin at 12%+
Investor pays property taxes
vs
15% tax credit on depletion
Many of our investors come from a real estate background. Oil & gas royalties offer similar passive income benefits – but with no tenants, no management headaches, and unique tax advantages.
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%
5-Year Average: 21.7%*
30%
20%
10%
0%
-10%
+16.4%
Rising Phoenix (2021)
S&P 500 (2021)
+28.7%
Dow Jones (2021)
+20.9%
+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%
+28.9%
Rising Phoenix (2022)
S&P 500 (2022)
-18.1%
Dow Jones (2022)
-6.9%
-20%
2021
2022
2023
2024
2025
*Sources: Rising Phoenix Capital 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
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