THE Phoenix FUND Advisor LLC
SEC RegisteredA Puerto Rico private equity fund.
About the firm
The Phoenix Fund is a private equity company registered in Puerto Rico under Act 60 (formerly Act 185), now under the Puerto Rico Code of Incentives. The Fund invests in both debt and equity financing in companies based in Puerto Rico and abroad.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment in Energy, Health, Telecomm/Media/Technology, Finance & Insurance, Special Situations, and Real Estate sectors, focusing on debt and equity financing in companies based in Puerto Rico and abroad.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $596M |
Leadership
Office locations
Regulatory & compliance
Data as of October 13, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Phoenix FUND Advisor LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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