Directory · PR
Investment Management in Puerto Rico
A register of firms and the professionals working at them in the Investment Management sector based in Puerto Rico. Browse the public index, then filter or export on Kipplo.
Companies
40 on file
Parliament Capital Management
Parliament Capital Management ("PCM") is an alternative investment management firm based in San Juan, Puerto Rico focused on direct lending and other credit opportunities in underserved hispanic/minority markets within the US, the USVI and Puerto Rico.
11 to 50 staff
Connelly Capital Management Llc
Puerto Rico Act 60-2019 Private Equity Funds Management Company
1 to 10 staff
Paulson Puerto Rico
Since 2013, Paulson Puerto Rico, has been working to drive economic development on the island and create jobs in hospitality and tourism, real estate, construction, tech, automotive, and other industries. As a result of our hard work and determination, we've grown to employ more than direct and indirect employees in Puerto Rico. And we're always coming up with new ways to help local businesses grow and flourish.
5001 to 10000 staff
Marsch Capital
We manage our own private debt and equity portfolios. While we are industry agnostic, we have transacted in FinTech, Consumer Lending, Real Estate, Media, Health and Fitness, among others. These are some of the value adds we provide to founders: 1) Capital Raise Advisory for Subsequent Rounds: We manage the capital raise process from investment strategy creation, to investor sourcing, due diligence, and closing. 2) Business Optimization: Most successful small businesses face the need of professionalization to better withstand growth. MARSCH specializes in breaking down businesses to identify, understand and create strategies around the metrics that have the highest impact on what matters most: the bottom line. 3) Liquidation: having optimized and matured the assets we invested in, we source and seize exit opportunities that fulfill our projected returns. 4) Tax Exposure Management: After a successful exit or any liquidation event, co-investors & founders may be looking to limit their tax exposure. From reinvestment vehicles to strategic mergers, we device intelligent strategies that help them do just that. Contact us to learn more.
1 to 10 staff
Grupo Navis
Grupo Navis is a scaling platform that makes strategic investments in high potential companies in the wellness space across the Americas. A devoted business partner that strives to create shared value for all stakeholders by achieving profitable growth and social impact. Privately owned by three entrepreneurs and based in Puerto Rico– Gualberto Rodríguez, Ángel Santiago, & Mario-José Medina– Grupo Navis leverages expertise across segments to strategically invest and scale middle-market businesses in food/nutrition, agribusiness, and holistic well-being, creating client/consumer-centric tailored solutions. Wholly owns Caribbean Produce Exchange, Fresh House, and Navis Invesco, and co-owns with the Peña family from Ecuador Wanabana Exchange and Wanabana USA. Unique Value Proposition: • Purpose driven • Current emphasis on nutrition & health • End-to-end tailored solutions • Multicultural & multi-geographic intersections • Long-term vision and approach
11 to 50 staff
Rioblanco Capital Llc
RioBlanco Capital is a premier Puerto Rico-based private equity and real estate asset management firm founded in 2015 that provides liquidity and growth capital to underserved markets and assets. Our focus is on value creation and reimagined asset enterprises for lower middle-market companies with talented and committed management teams. We actively participate in the management and daily operations of the companies we invest in and believe in a “hands on” approach. We also have a flexible approach to investing and are open to a wide range of capital investment opportunities throughout Puerto Rico, U.S. and Latin America. We are uniquely qualified to pursue these assets based on our dedicated team and unparalleled contacts. Our strategic location allows us to be at the heart of the region, in close proximity to our investments and projects. The founding team and every member of our staff has outstanding experience in leading innovative investment projects. Our unique mix of shareholders enables us to support businesses with our considerable resources and bring a pragmatic mindset to drive significant long-term value creation.
11 to 50 staff
X-Square Capital
X-Square Capital is a registered investment advisor, since 2023, that provides investment services to individual and institutional clients. First and only online IRA in Puerto Rico.
1 to 10 staff
Atlantis Investment Coaching, Llc
Atlantis Investment Coaching is an investment advisor and coaching company committed to saving investors through education and coaching, helping investors to achieve peace of mind around money. Through our coaching, you will have the opportunity to transform the way investing occurs for you, so you can focus on your life’s purpose. Together with Matson Money (matsonmoney.com), Atlantis Investment Coaching is leading the way by providing breakthrough education, tools, and coaching that helps families transform their financial futures. The Atlantis Investment Coaching team is powerfully trained in the Matson Method – a highly disciplined approach to asset allocation and long-term wealth creation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind. Working together, Matson Money and Atlantis Investment Coaching help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing. WHY WE EXIST To inspire humanity to live extraordinary lives OUR VISION An investor coaching firm that has inspired thousands of families to live extraordinary lives with peace of mind around their money. OUR MISSION To inspire families to discover their true purpose in life and to pursue it powerfully, using money as a tool. OUR VALUES Integrity Empathy Inspiration Family
1 to 10 staff
Lyon Bern, Llc
Lyon Bern, LLC is an Independent Registered Investment Adviser (RIA), committed to the delivery of effective, efficient and tailored approach to wealth and asset management with the outmost integrity and strict code of ethics. Using today's most advanced and proven technical analysis strategies, Lyon Bern, LLC and its investment advisors assess and monitor the risks associated with each investment and the overall market. While focusing on our client's investment objectives, Lyon Bern differentiates itself by successfully implementing risk management and hedging strategies designed to protect against downside risk. Lyon Bern, LLC holds its highest standard based on our Fiduciary Duty. As fiduciaries we hold a legal and ethical relationship of trust with our clients, thus we act in the best interest of our clients. The duty of care requires that every financial decision or recommendation be made in the best interest of our clients. Lyon Bern, LLC was founded with the idea of offering unbiased financial and investment advice to our customers. Our MISSION is to prioritize our client's needs before anything else; hence working as fiduciaries for our clients. Our recommendations will never be biased towards any pre-determined products or strategies. We understand how each of our client's needs are unique and particular, thus we will apply our vast knowledge in financial planning combined with our experience in portfolio management to help our clients reach their financial goals.
1 to 10 staff
Nishkama Capital Llc
Nishkama Capital LLC is an investment manager investing primarily in the Technology, Media and Telecom sectors. The firm was founded and is led by Ravee Mehta. Nishkama seeks superior risk-adjusted returns with minimum correlation to hedge funds and the overall market. Our investment approach combines fundamental research with behavioral science.
1 to 10 staff
Vivaris Capital
Vivaris Capital was created to deliver superior alternative asset returns while mitigating downside risk. Vivaris’ investment strategies are targeted at middle-market, well-established companies, and late-stage venture capital technology companies at an inflection point where additional capital and revitalized management are capable of spurring serious economic expansion, as well as under-utilized or non-performing residential and commercial real estate developments where proper renovations and marketing can lead to serious value appreciation. The unique model was designed to create the first-ever private equity hedge fund. The Fund employs a sophisticated strategy that allows investors to participate in high growth alternative asset opportunities with large upside potential through a variety of value-creation approaches while offering downside principal protection using managed portfolios as a hedge. When looking at an investment, the Vivaris leadership team surrounds itself with pre-requisite expertise, performs immense research on the opportunity, analyzes associated factors to determine if there is latent value in the deal, and evaluates potential strategies to recapitalize accordingly. The Fund creates value through implementing proven strategies, optimizing assets, aligning interests, evolving intellectual property, applying financial engineering, and executing targeted sales and marketing strategies.
1 to 10 staff
Geodesic Energy
Geodesic Energy is a commodity trading firm specializing in the purchase and sale of electric transmission and energy in wholesale electricity markets.
11 to 50 staff
Citi International Financial Services, Llc
Citi International Financial Services, LLC is a financial services company based out of Calle Laguna del Marquesado Nª 19, Nave 16 Edificio Adriana 1ª Planta, Polígono Industrial La Resina (Villaverde), Madrid, Community of Madrid, Spain.
1001 to 5000 staff
The Strategic Funds
The Strategic Funds is an alternatives asset management firm focused on sourcing innovative strategies with a distinct and identifiable edge.
1 to 10 staff
Ambria Capital, Llc
Ambria Capital invests into emerging public and private companies in the agriculture, consumer, healthcare, and technology industries. Founded in 2019 by a team of investment professionals with decades of success in the small cap markets, Ambria combines a comprehensive analytical approach with an unparalleled network of contacts, connecting industry leaders with market opportunities.
1 to 10 staff
Semillero Partners Llc
Semillero Partners LLC is an investment manager focused on growth stage companies in the food and beverage, food and ag tech, wellness, and sustainability industries. We invest at the intersection of value and transformative change, combining capital with collaborative support and specialized management, distribution, operations, food safety, marketing, and logistics expertise.
1 to 10 staff
Egbon Ross
Egbon Ross is the investment vehicle of the ERH Irrevocable Trust. For more than 15 years, Egbon Ross has made investments using its own capital, which has allowed for longer investment horizons and swift investment decisions.
1 to 10 staff
Profluent Group
Trading and investment management firm based in Puerto Rico. We are always looking for talented engineers and scientists with experience in artificial intelligence, machine learning, high-performance computing, and digital signal processing.
1 to 10 staff
Antrocket.Com
AntRocket.com is a crowd funding platform with a twist. We are a socially responsible and economic development platform where individuals or groups can submit an idea, concept or product to raise friendly capital from the international community with the objective of launching it to the market. AntRocket is an innovative crowd-funding platform created to help promote, empower and put your ideas in the market to benefit society, your local community or the planet. Our end goal is to help you realize your dreams, while benefiting the people around with ease of life, jobs and our countries stability. Our philosophy is SIMPLE and COLLABORATION is the key. Like ant societies, we believe in partnerships and community effort for a collective benefit. And like rockets, the faster, the better! Here, good ideas that don’t fit the traditional financier’s criteria have the opportunity to boom, because our platform provides free access to raise the capital needed with the support of the community and commercialization investors. Antrocket.com is the crowdfunding site designed by Innovation Fund, Corp. Others economic development programs of IF Corp. includes Hanger 1866 and ControlTower.
1 to 10 staff
Caoba Capital
Caoba Capital is a leading private equity firm and boutique investment bank with over two decades of experience investing and advising clients across the Americas. We pursue a value-oriented private equity strategy centered on active ownership and a highly selective investment approach. While industry-agnostic, we have developed differentiated expertise in the aviation and aerospace sectors, enabling us to identify proprietary opportunities and drive operational impact. Our investment banking division complements our principal investing activities by providing advisory services across M&A, capital raising, and strategic transactions.
11 to 50 staff
Puerto Rico Innovation Fund
The Puerto Rico Innovation Fund (PRIF) provides attractive financing for innovative companies in Puerto Rico conducting R&D activities. The Puerto Rico Innovation Fund provides competitive financing options to support research and development within Puerto Rico's dynamic business sector. Specializing in loans from to over $10 million, PRIF focuses on propelling growth in industries such as Biotechnology, Pharmaceuticals, Software, Renewable Energy, and Advanced Manufacturing. With a strong commitment to innovation and economic development, PRIF is dedicated to enabling companies to reach their full potential and establish Puerto Rico as a hub of technological advancement.
1 to 10 staff
Financial Services Forum
The Financial Services Forum is the premier international banking and international insurance conference in Puerto Rico. On an Island with unique tax incentives programs, this event joins the most experienced professionals on the Island and top local entrepreneurs in two days of learning, opportunities, and networking.
1 to 10 staff
Fractal Capital Group
Fractal Capital Group, LLC is a private investment management firm focused on delivering positive returns regardless of overall market performance through a unique variety of investments strategies. Our firm seek to pursue a low risk tolerance while maintaining a high priority on capital preservation as well. We continuously invest in technology, talent and research as we strive to deliver the best results for our clients.
1 to 10 staff
Pension Reserve Trust
The Pension Reserve Trust invests funds contributed by the Government of Puerto Rico. While the Government is responsible for paying pensions, our goal is to invest these funds carefully and professionally so that the Government has funds in the future to make pension payments. The Trust is independent of the Government and is governed by a Board of Trustees. Together, the five trustees have decades of investment experience. The Pension Benefits Council, the Financial Oversight and Management Board (FOMB) for Puerto Rico, and the US District Court of Puerto Rico, all have defined roles in commenting on activities related to the Trust.
1 to 10 staff
