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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.

Team

Advisory Board

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Investor / Advisor

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Investor / Advisor

The Vertical Advisors

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Advisor

Pharma Vertical

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Advisor 

Real Estate Vertical

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Advisor

TeleComm Vertical

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Advisor 

Energy Vertical

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Advisor 

IT Vertical

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Advisor

Media Vertical

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Advisor

Finance & Insurance Vertical

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Erick J. Rodríguez

Manager

Special Situations Vertical

Our Team

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Francisco J. Rivera

Principal

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Edgar J. Rivera, ESQ.

COO/General Counsel

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Alejandro G. Asmar, Ph.D.

Board Advisor

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Carlos A. Valle,
MBA

Lead Consultant

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Enrique J. Ruiz, JD

Operations

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Susan Henry, MBA

Investor Relations

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Marcos Vélez,
ESQ.

Treasurer

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Luis A. Jiménez, 
MBA, ESQ.

Senior Financial Analyst

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Robert Weihe, Esq.

Counsel

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Alexandra González

Accountant

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Hector Martínez

Operations

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Anibal Núñez, Esq.

External Counsel 

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