The Phoenix Fund Advisor LLC

Overview

The Phoenix Fund Advisor LLC is an SEC registered investment adviser based in Guaynabo, PR, registered since 2023. It reports $596M in assets under management across 2 accounts, with 15 employees.

Reported AUM

$596M

Discretionary

100%

Accounts

2

Employees

15

Registered since

2023

As reported in the firm's October 2025 filing.

Contact

1 phone number on file

Practice

Client types

• Pooled Investment Vehicles

Fee structure

Performance-Based Fees

Executive officers 3 of 3

• Francisco Jose Rivera Fernandez Chairman, Chief Executive Officer CRD 2303039
• Edgar J Rivera Chief Operating Officer & General Counsel CRD 7773493
• Luis Antonio Jimenez Chief Compliance Officer CRD 3036389

Location

Headquarters

Villa Caparra, 243 Pr State Road No. 2
Guaynabo, PR 00969

Metro area

San Juan-Bayamón-Caguas, PR

Registrations

• SEC registered
• Website: phoenixfund.com

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