ABOUT THE PHOENIX FUND

The Phoenix Fund

The Phoenix Fund (“The Fund”) is a Puerto Rico Private Equity Company registered under Law 185, now under the Puerto Rico Code of Incentives,  

that invests Debt and Equity Financing into companies based in Puerto Rico and abroad.

 

The Fund is designed for tax efficient investors who can take advantage of the low-income tax policy and benefits of Puerto Rico law.  

 

The Fund believes the strong incentives for people and companies to invest in Puerto Rico enterprises combined with the demand for professional management creates opportunities for current income and capital appreciation to its members.

 

Our Advisory Board

Francisco J. Rivera 

FJRivera@PhoenixFund.com

Mr. Francisco J. Rivera has served as a financial consultant for more than 20 years, working with the preparation and implementation of sophisticated financial strategies and solutions for individual clients and business owners.  

 

Mr. Rivera holds a Bachelor’s Degree in Accounting and Finance from the University of Puerto Rico, Magna Cum Laude, and is a Puerto Rico resident.

Robert J. Ambrosi

RAmbrosi@PhoenixFund.com

Mr. Robert Ambrosi has over 40 years of experience in the acquisition, development and management of real estate projects internationally.  His firm ARCTRUST Properties Inc. specializes in the acquisition and development of net leases and real estate properties throughout the United States. 

 

He has a Master’s Degree in Finance from Rutgers University, a Senior Certificate in Real Estate from New York University, and a Bachelor’s degree in Engineering from the New Jersey Institute of Technology.

Amb. Hans Hertell 

Ambassador Hertell has over 30 years of experience in government, public affairs, business, and banking. In 2001, he was sworn in as the United States Ambassador to the Dominican Republic.

He is an attorney and co-founder of his former firm Goldman, Atonetti, Ferraiouli, Axtmayer, and Hertell, a full-service law firm in Puerto Rico.

 

Ambassador Hertell received a Juris Doctor from the University of Puerto Rico and a Bachelor’s degree in Arts from Fordham University.

 

Jairo A. Estrada

Mr. Jairo Estrada is a former member of the Board of Directors and of the Executive Committee of Chase Manhattan Bank.  He was also a Senior Consultant with KPMG in Albany, New York, the Caribbean Islands, and South America. He is a resident of Puerto Rico and has been a featured speaker on entrepreneurship and management of privately held companies at several institutions, including the Aspen Institute in Baltimore, Maryland and the U.S. Military Academy at West Point, New York.

Mr. Estrada has a Master's Degree in Organizational Behavior, a Bachelor's Degree in Economics, and a Bachelor's Degree in Business Administration, from SUNY at Buffalo.

Gary S. Baumann 

GBaumann@PhoenixFund.com

Mr. Gary Baumann is an attorney admitted to practice law in New York and New Jersey and has served the real estate investment and development industries for 20 years.  Mr. Baumann has guided real estate investors with individual undertakings ranging from $3 million to $300 million through risk examination, project delivery counseling, debt and equity structuring, document drafting and negotiation, claim analysis, and dispute resolution. 

 

He earned his Juris Doctor Degree from Rutgers University School of Law-Newark and holds a Bachelor’s Degree in Finance from Kean University, Magna Cum Laude.

Roberto Martinez

Mr. Roberto Martinez is an executive at Universal Group.

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The Phoenix Fund

The Phoenix Fund is a Puerto Rico-based private equity fund that seeks to invest in income-producing private companies.

Contact Us

Villa Caparra

243 PR State Road No. 2

Guaynabo PR 00969

info@PhoenixFund.com 

787.510.6600

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Our Strategies

 

Pharmaceuticals

Finance and Insurance

Technology

Energy

Real Estate

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS

Certain information contained in this Presentation contains forward-looking statements, including the intended actions and performance objectives for The Phoenix Fund LLC (the “Fund”), involve known and unknown risks, uncertainties and other important factors that could cause actual results, performance or achievements of the Fund to differ materially from any future results, performance or achievements expressed or implied by such forward-looking statements. No representation is made, or assurance given that such statements, views, projections or forecasts are correct or that the objectives of the Fund will be achieved or that investors will receive a return of their capital.

The Fund or its representatives, do not assume responsibility for the accuracy and completeness of any forward-looking statements. Due to various risks and uncertainties, actual events or results or the actual performance of the Fund may differ materially from those reflected or contemplated in such forward-looking statements. You are cautioned not to place undue reliance on such statements.

This presentation has been prepared solely for informational purposes and does not constitute an offer to sale or the solicitation of an offer to buy the securities of the Fund. The offering will be made only to certain accredited investors and qualified clients by means of a confidential private placement memorandum.

© 2020 by The Phoenix Fund LLC