Business owners and entrepreneurs may establish a dedicated Series within the platform. Each Series functions as a separate legal entity designed to serve as a ring-fenced investment vehicle for specific investment objectives, such as portfolio diversification or other permitted strategies.
Each Series maintains its own investment strategy, assets, liabilities, and performance. Gains and losses are isolated from other Series on the platform.
Centralized services are provided for legal formation, administration, compliance, and tax reporting.
ualifying Puerto Rico resident accredited investors in a Puerto Rico Private Equity Fund Series may be eligible for the following tax treatment under an Act 60 decree:
- 60% deduction on the amount invested, spread over 15 years (subject to annual limitations).
- Enjoy a preferential tax rate of 10% for dividend or interest income 0% tax rate for capital gains on eligible in-kind contributions
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