top of page
AdobeStock_158731343.jpeg

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

Jairo.jpg
Jairo A. Estrada

Advisor

The Vertical Advisors

Marc.jpg

Advisor

Pharma Vertical

Steve.jpg

Advisor 

Energy Vertical

John Polito.jpg

Advisor 

IT Vertical

jorge rojas_edited.jpg

Advisor

Media Vertical

AJFI7109_edited.jpg

Advisor

Finance & Insurance Vertical

Erick Rodriguez_edited.jpg
Erick J. Rodríguez

Manager

Special Situations Vertical

Gary.jpg

Advisor 

Real Estate Vertical

Our Team

AJFI7109_edited.jpg
Francisco J. Rivera

Principal

AJFI7131.jpg
Edgar J. Rivera, Esq.

General Counsel

 

Alejandro Asmar_edited.jpg
Alejandro G. Asmar, Ph.D.

Director of Corporate Development

Carlos Viña copy.jpg
Carlos A. Viña, CPA

Director of Finance and Administration

 

Carlos_edited.jpg
Carlos A. Valle,
MBA

Portfolio Management Consultant

luis.jpg
Luis A. Jiménez, 
MBA, Esq.

Compliance Director

Bryan Weedeman.png
Bryan Weedeman

Senior Financial Analyst

Hector Martinez_edited.jpg
Héctor Martínez

Operations Manager

Alexandra_edited.jpg
Alexandra González

Accountant

WhatsApp Image 2024-08-27 at 12.26.07.jpeg
Gerardo Borri

Accountant

WhatsApp Image 2024-08-26 at 15.47.27.jpeg
Joyce M. Cancel, MBA

Corporate Development Associate

Enrique_edited.jpg
Enrique Ruiz

Operations Support

Robert Weihe_edited_edited.jpg
Robert Weihe, Esq.

Counsel

Anibal.jpg
Anibal Núñez, Esq.

External Counsel 

bottom of page