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Chief Compliance Officer · The Phoenix Fund Advisor LLC

Luis A. Jimenez

CRD 3036389 · Named on Form ADV at one SEC-registered adviser

At a glance

The Phoenix Fund Advisor LLC, an SEC-registered private fund adviser based in Guaynabo, PR with $596 million in regulatory assets, lists Luis A. Jimenez on its Form ADV as Chief Compliance Officer.

Firms and roles

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Luis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.