
About Us

Investments for the
New Puerto Rico
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.
Advisory Board
The Vertical Advisors

Erick J. Rodríguez
Manager
Special Situations Vertical
Our Team

Francisco J. Rivera
Principal

Edgar J. Rivera, Esq.
COO/General Counsel

Alejandro G. Asmar, Ph.D.
Board Advisor

Carlos A. Valle,
MBA
Lead Consultant

Susan Henry, MBA
Investor Relations

Luis A. Jiménez,
MBA, Esq.
Chief Compliance Officer

Marcos Vélez, Esq.
Treasurer

Bryan Weedeman
Analyst

Robert Weihe, Esq.
Counsel

Anibal Núñez, Esq.
External Counsel

Alexandra González
Accountant

Hector Martínez
Operations