Asset Management Company for Sale in San Juan, Puerto Rico
SEC-regulated firm for sale: Seamless access to U. S. and international markets for investors.
| Established | 1-5 year(s) |
| Employees | < 2 |
| Legal Entity | Limited Liability Company (LLC) |
| Reported Sales | Nil |
| Run Rate Sales | Nil |
| EBITDA Margin | Nil |
| Industries | Asset Management |
| Locations | San Juan |
| Local Time | 12:20 PM America / Chicago |
| Listed By | Business Owner / Director |
| Status | Active |
Full Sale
Asking Price:
USD
100 thousand
(Native Currency: USD 100,000)
Reason: Seeking strategic transfer of fund structure to a qualified buyer ready to deploy capital. Allows ne...
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Business Overview
- The business is a non-operational SEC and FINRA-regulated investment fund based in San Juan, Puerto Rico, offering tax-exempt investment opportunities to clients.
- Established 4 years ago, the fund has fully compliant legal structures, making it attractive for investors wanting to operate within U. S. regulations.
- It specializes in turnkey investment fund structures, which allow fund managers and high-net-worth individuals to enter U. S. and international markets seamlessly.
- The company provides essential services for asset managers, family offices, and other investment professionals, focusing on tax efficiency through Puerto Rico's Act 60 tax incentives.
- Stopped operations 2 years back due to other business commitments.
- The management team boasts significant expertise in asset management, private equity, and alternative investments, ensuring high-quality service delivery.
- Have strong relationships in the global investment community, enhancing access to potential institutional partners and investors.
- The business is well-positioned for rapid scaling with low additional setup costs, offering a strategic advantage in the asset management industry.
- Regulatory compliance is maintained with relevant organizations including SEC, FINRA, NFA, and CTFC, ensuring trust and reliability in the investment services provided.
- Business is based in Puerto Rico and the promoter is from Louisiana.
- Revenue will be generated by charging fee/commission from the clients.
- Established 4 years ago, the fund has fully compliant legal structures, making it attractive for investors wanting to operate within U. S. regulations.
- It specializes in turnkey investment fund structures, which allow fund managers and high-net-worth individuals to enter U. S. and international markets seamlessly.
- The company provides essential services for asset managers, family offices, and other investment professionals, focusing on tax efficiency through Puerto Rico's Act 60 tax incentives.
- Stopped operations 2 years back due to other business commitments.
- The management team boasts significant expertise in asset management, private equity, and alternative investments, ensuring high-quality service delivery.
- Have strong relationships in the global investment community, enhancing access to potential institutional partners and investors.
- The business is well-positioned for rapid scaling with low additional setup costs, offering a strategic advantage in the asset management industry.
- Regulatory compliance is maintained with relevant organizations including SEC, FINRA, NFA, and CTFC, ensuring trust and reliability in the investment services provided.
- Business is based in Puerto Rico and the promoter is from Louisiana.
- Revenue will be generated by charging fee/commission from the clients.
Products & Services Overview
We used to provide turnkey investment fund structures domiciled in Puerto Rico under SEC regulation and Act 60 tax incentives.Our services cater to fund managers, asset managers, family offices, and high-net-worth individuals seeking immediate entry into U. S. and international markets through a compliant, tax-efficient vehicle.
Assets Overview
Business doesnt own any physical assets. Other assets include:• Fully formed GP LLC and LP entity in Puerto Rico.
• SEC ERA registration.
• Puerto Rico Act 60 tax-exempt decree.
• Regulatory and compliance-ready structure.
• Intellectual property (brand, documentation, and operational framework).
Facilities Overview
Large rented HQ in Puerto Rico for the management company.Funds used to operate virtual/remote structure with a registered Puerto Rico office. No large fixed overheads — lean and flexible operations designed for efficiency.
Capitalization Overview
Privately owned with no external debt. Fully self-funded to date, ensuring clean balance sheet and simple ownership transfer.
Tags:
Investment Management Company for Sale in San Juan, Puerto Rico
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·Asset Management Company for Sale in San Juan, Puerto Rico
·Buy Investment Management Company in San Juan, Puerto Rico
·Purchase Asset Management Company in San Juan, Puerto Rico
·Buy Asset Management Company in San Juan, Puerto Rico
·Investment Management Company for Sale
·Asset Management Company for Sale
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