# The Phoenix Fund

The Phoenix Fund is a Private Equity based in Guaynabo, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Guaynabo, United States
- **Region:** North America
- **Address:** Guaynabo, Puerto Rico, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.phoenixfund.com

## Regulatory record

- **CRD number:** 316384
- **SEC file number:** 801-128408
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316384

## About

The Phoenix Fund is an SEC-registered investment adviser in Guaynabo, PR, registered since 2023. It manages approximately $596 million in assets. The firm has 15 employees and 1 investment adviser.

## Questions

### How does The Phoenix Fund's Puerto Rico domicile affect its investment structure?

The firm's Guaynabo headquarters positions it to benefit from Puerto Rico's Act 60 incentive framework, which provides significant tax exemptions on capital gains, dividends, and interest income for qualifying investment entities. This structural advantage can materially enhance net returns compared to mainland-domiciled buyout funds. The framework effectively operates as a permanent, legally embedded carry sweetener that does not depend on fund-level negotiation with limited partners.

### Who runs investment decisions at The Phoenix Fund?

The firm's principals and investment committee are not publicly identified. This opacity is a material factor for institutional allocators conducting operational due diligence, as the track record of the individual deal-makers cannot be verified without direct engagement with the firm.

## Related profiles

- [The Perkins Fund](https://altss.com/profile/the-perkins-fund)
- [The Pink Ceiling](https://altss.com/profile/the-pink-ceiling)

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Last updated: 2026-06-03T20:00:00.000Z

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