The Phoenix Fund Advisor LLC
The Phoenix Fund Advisor LLC is an SEC-registered asset manager in Guaynabo, PR with $596.4M assets under management (AUM, regulatory AUM), -1% over one year. See who owns The Phoenix Fund Advisor LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316384, SEC 801-128408, data through 2025-10-13.
- AUM (assets under management / regulatory AUM)
- $596.4M (2025-10-13)
- Firm type
- Asset Manager
- Location
- Guaynabo, PR
- Employees
- 15
- Clients
- 2
- CRD
- 316384
- Ownership
- PARITER ADVISORS LLC; Vina-Toro, Carlos, Andres; JIMENEZ, LUIS, ANTONIO; Rivera, Edgar, J; RIVERA FERNANDEZ, FRANCISCO, JOSE
How much AUM does The Phoenix Fund Advisor LLC have?
The Phoenix Fund Advisor LLC reported $596.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-13).
Who owns The Phoenix Fund Advisor LLC?
Disclosed owners and executives of The Phoenix Fund Advisor LLC include PARITER ADVISORS LLC, Vina-Toro, Carlos, Andres, JIMENEZ, LUIS, ANTONIO, Rivera, Edgar, J, RIVERA FERNANDEZ, FRANCISCO, JOSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.