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.
General Counsel
Alejandro G. Asmar, Ph.D.
Director of Corporate Development
Carlos A. Viña, CPA
Director of Finance and Administration
Carlos A. Valle,
MBA
Portfolio Management Consultant
Luis A. Jiménez,
MBA, Esq.
Compliance Director
Bryan Weedeman
Senior Financial Analyst
Héctor Martínez
Operations Manager
Alexandra González
Accountant
Gerardo Borri
Accountant
Joyce M. Cancel, MBA
Corporate Development Associate
Enrique Ruiz
Operations Support
Robert Weihe, Esq.
Counsel
Anibal Núñez, Esq.
External Counsel