WHO WE ARE
wHAT WE DO
clients we serve
Puerto Rico tax credit financing and liquidity solutions under Act 60.
A platform that lets accredited investors create or join their own dedicated investment fund—called a Series—without having to set up and manage a full private fund on their own.
Accredited Investors who are bona fide Puerto Rico residents.
A fund series platform operates by establishing each Series as an independent legal entity (Series LLC or LP) dedicated to a specific investment or project. Each Series maintains its own distinct strategy, assets, and performance track record, ensuring complete asset isolation so that capital, gains, and liabilities remain legally separated from every other Series on the platform.
A fund series offers significant tax advantages, including up to a 60% deduction on the adjusted basis of your contribution taken over up to 15 years, as well as 0% Puerto Rico tax on capital gains from the fund's underlying portfolio. Additionally, interest and dividend income from the fund benefit from a 10% preferential tax rate.
Our platform provides a financing solution that enables holders of certified Puerto Rico tax credits to convert idle credits into immediate liquidity.
Capital solutions built on Puerto Rico Act 60 — maximizing deductions, preferential rates, and capital gains for accredited investors.
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