# Stonecrest Investment Management

Stonecrest Investment Management is a Private Equity based in San Juan, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Juan, United States
- **Region:** North America
- **Address:** San Juan, Puerto Rico, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** stonecrestinvest.com
- **LinkedIn:** https://www.linkedin.com/company/stonecrest

## Regulatory record

- **CRD number:** 328875
- **SEC file number:** 802-130014
- **Registration status:** ACTIVE
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328875

## About

Stonecrest Investment Management is a collaboration of professional financial and development firms residing and investing in Puerto Rico. It is the Investment Manager for various Private Equity funding vehicles, including its Act 60 Private Equity Fund, the Stonecrest Equity Fund I LLC. The firm focuses on driving new economic opportunities in Puerto Rico with a specific focus on underutilized assets, job creation, and energy efficiency, and also offers a Private Credit Fund.

## Sectors

- tourism, residential, manufacturing, and energy

## People

- David — Founder
- Michael — Vice President
- Michael — Sales Rep
- Laura Doe — Sales Rep
- Sarah Jane — Human Resources
- Suzie Wolff — Accountant
- Jennifer Doe — Assistant
- Jane Doe — Assistant

## Questions

### Where is Stonecrest Investment Management domiciled, and what is the implication?

Stonecrest Investment Management is headquartered in San Juan, Puerto Rico, a US jurisdiction that offers Act 60 tax incentives for qualifying asset managers. This structure can provide significant tax advantages for fund sponsors and their non-US investors, though the firm has not publicly confirmed whether it operates under Act 60. For allocators, this domicile requires careful review of the entity structure, tax leakage within the portfolio, and the manager's specific regulatory status under Puerto Rico's financial services regulators.

### What investment strategy does Stonecrest Investment Management pursue?

Stonecrest characterizes its strategy as growth equity, targeting companies that require expansion capital. The firm has not publicly specified whether it focuses on control or minority positions, specific enterprise value ranges, or particular industries. Without a public track record or named portfolio, the scope of its actual deployment activity cannot be verified externally.

### Does Stonecrest Investment Management manage a committed fund structure?

There is no public SEC filing that clearly identifies a blind-pool commingled fund structure for Stonecrest Investment Management. Many small growth-equity firms operating in Puerto Rico deploy capital on a deal-by-deal basis or through special purpose vehicles. Until the firm discloses its precise legal vehicle and its limited partners, the fund architecture remains unverifiable from public sources.

## Related profiles

- [Stonebridge Capital](https://altss.com/profile/stonebridge-capital)
- [Stone Mountain Ventures](https://altss.com/profile/stone-mountain-ventures)

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Last updated: 2026-08-11T15:08:11.274Z

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