Investors in Puerto Rico

Showing 1-50 out of 279 matches

Advent-Morro Equity Partners

Advent-Morro Equity Partners is a venture capital firm founded in 1989 and based in San Juan, Puerto Rico. The firm specializes in investing in companies across various sectors, including healthcare, telecommunications, distribution, technology services, education, and hospitality. As a Registered Investment Adviser, Advent-Morro Equity Partners is dedicated to identifying and supporting growth opportunities within these industries, leveraging its expertise to enhance the value of its investments.
Made 3 investments in Puerto Rico

Enhanced Capital

Enhanced Capital, established in 1999, is a New York-based investment firm managing over $400 million. It specializes in providing flexible equity and debt financing to small and mid-sized businesses, promoting their growth and expansion. The firm's investment approach is practical and tailored, aiming to maximize the growth potential of companies poised for rapid growth. Enhanced Capital also invests in renewable energy, historic real estate rehabilitation, and affordable housing projects, often leveraging federal and state incentive programs.

Banco Popular de Puerto Rico

Banco Popular de Puerto Rico is a company that specializes in cash transfer services.
Made 1 investment in Puerto Rico

U.S. Small Business Administration

The U.S. Small Business Administration (SBA) is an independent agency of the federal government established in 1953 to aid, counsel, assist, and protect the interests of small business concerns in the United States. The SBA's mission is to help Americans start, build, and grow businesses by providing loans, loan guarantees, contracts, counseling sessions, and other forms of assistance. Through a network of field offices and partnerships with public and private organizations, the SBA delivers services to people throughout the United States, Puerto Rico, the U.S. Virgin Islands, and Guam. The SBA's programs include financial and federal contract procurement assistance, management assistance, outreach to women, minorities, and armed forces veterans, as well as providing loans to victims of natural disasters and specialized advice and assistance in international trade.
Made 1 investment in Puerto Rico

US Department of Energy

The U.S. Department of Energy is a government agency established in 1977, located in Washington, D.C. Its primary mission is to ensure the security and prosperity of the nation by tackling energy, environmental, and nuclear challenges. The Department focuses on promoting transformative scientific and technological solutions to address these issues, thereby supporting the country's energy needs and environmental sustainability.
Made 2 investments in Puerto Rico

Penske Automotive Group

Penske Automotive Group, Inc. is a diversified transportation services company primarily engaged in the retail of new and used motor vehicles through its extensive network of automotive and commercial truck dealerships. The company operates in four segments: Retail Automotive, Retail Commercial Truck, Other, and Non-Automotive Investments. It holds franchise agreements with numerous automotive manufacturers and distributors, offering a wide range of products and services, including vehicle repairs, financing, insurance products, and aftermarket services. Penske operates 317 retail automotive franchises, with a significant presence in the United States and international markets, including the United Kingdom and Australia. Its commercial truck segment features heavy and medium-duty truck dealerships, primarily selling Freightliner and Western Star brands, along with used trucks and related services. Additionally, Penske imports and distributes specialty vehicles and power systems. Headquartered in Bloomfield Hills, Michigan, the company has established itself as one of the largest automotive retailers in the U.S.
Made 3 investments in Puerto Rico

AV8 Ventures

AV8 Ventures, established in 2018, is a venture capital firm headquartered in Palo Alto, California, with an additional office in London. The company specializes in investing in early-stage and seed/startup companies, primarily in Series A rounds, across the United States, Europe, Israel, and Canada. AV8 Ventures focuses on sectors such as Healthcare, Intelligent Enterprise, Financial Tech & Services, and other disruptors tackling technically challenging problems. The firm is known for its hands-on approach, leveraging deep technical, entrepreneurial, and venture experience to support its portfolio companies.
Made 2 investments in Puerto Rico

Morro Ventures

Morro Ventures, established in 2018, is a venture capital firm headquartered in San Juan, Puerto Rico. It specializes in seed and early-stage investments, focusing on technology companies based in Puerto Rico, Latin America, and the United States. The firm typically invests $0.25 million as the initial amount, supporting the growth of tech startups in the region.
Made 1 investment in Puerto Rico

Alma Mundi Ventures

Mundi Ventures, founded in 2015 and headquartered in Madrid, Spain, is a venture capital firm managing three funds totaling over €170 million. The first two funds are vertical agnostic, focusing on B2B deep-tech investments, with funding amounts ranging from €1 million to €5 million per deal. The third fund specializes in InsurTech, concentrating on European startups and investing between €1 million and €7 million in Series A, B, and C funding rounds. Mundi Ventures invests across various sectors, including financial services, healthcare, information technology, cybersecurity, big data, artificial intelligence, and machine learning. The firm maintains an operational presence in Barcelona, London, and Seattle, and enhances its portfolio companies' growth by leveraging a global network known as the "Mundi Club," which consists of nearly 700 executives across more than 40 cities worldwide.
Made 2 investments in Puerto Rico

Shima Capital

Shima Capital is a venture capital firm founded in 2021, with its headquarters located in San Juan, Puerto Rico. The firm specializes in investing in blockchain startups and seeks to support companies across various sectors, including analytics, consumer technology, decentralized finance, gaming, infrastructure, regenerative finance, and web3. As a Registered Investment Adviser, Shima Capital is committed to fostering innovation within the blockchain ecosystem by providing financial backing and strategic guidance to emerging companies in these industries.
Made 1 investment in Puerto Rico

Semillero Partners

Semillero Partners is a growth equity firm established in 2016 and located in San Juan, Puerto Rico. The firm specializes in early and emerging growth stage investments, primarily focusing on the food and beverage, food technology, wellness, and sustainability sectors. Semillero Partners aims to foster genuine and trusted partnerships with entrepreneurs, particularly in overlooked and underserved markets worldwide. The firm is dedicated to enhancing sustainable value for all stakeholders involved in its investments.
Made 1 investment in Puerto Rico

Magma Partners

Magma Partners, established in 2014, is a Santiago, Chile-based early-stage venture capital firm. It focuses on investing in Latin American startups, particularly in fintech, insurtech, and blockchain sectors, as well as global startups with Latin American tech teams targeting the U.S. market. Magma Partners has offices in California, Colombia, Mexico, and China, and has invested in 38 companies across nine Latin American countries and the U.S. since its inception. The firm manages Magma Fund II, a $15M fund, and also runs the Sino-Latin American accelerator program to facilitate business between China and Latin America.
Made 1 investment in Puerto Rico

Advantage Insurance

Advantage Insurance is a specialized provider of insurance services aimed at high-net-worth individuals and business owners, with a focus on risk management and financial planning. Headquartered in Puerto Rico, with additional offices in the United States and the Cayman Islands, Advantage operates primarily through two divisions: Life Insurance and Business Insurance. The Life Insurance division offers private placement life insurance policies and annuities, while the Business Insurance division provides captive insurance management services. Additionally, Advantage underwrites certain property and casualty insurance risks, both for its own account and on behalf of its captive insurance clients, delivering customized solutions tailored to meet the unique needs of its clientele.

Clean Harbors

Clean Harbors, Inc. is a prominent provider of environmental, energy, and industrial services across North America, serving over 50,000 customers, including many Fortune 500 companies and various governmental agencies. The company operates through two main segments: Environmental Services and Safety-Kleen. The Environmental Services segment focuses on hazardous and non-hazardous waste management, offering services such as collection, transportation, treatment, disposal, and environmental cleanup for various materials, including laboratory chemicals and household hazardous waste. The Safety-Kleen segment provides specialized parts cleaning products, automotive and industrial cleaning supplies, and waste management services, including the collection and recycling of containerized waste. Clean Harbors also offers industrial services like high-pressure cleaning and catalyst handling to various sectors, including refineries and chemical plants. Headquartered in Norwell, Massachusetts, Clean Harbors operates more than 175 locations, including over 50 waste management facilities, throughout the United States, Canada, Mexico, and Puerto Rico, with additional international operations in several countries.
Made 1 investment in Puerto Rico

Universal Health Services

Universal Health Services, Inc. is a prominent healthcare management company that owns and operates a diverse range of facilities, including acute care hospitals, behavioral health centers, surgical hospitals, and outpatient facilities. Founded in 1978 and headquartered in King of Prussia, Pennsylvania, the company operates through two primary segments: Acute Care Hospital Services and Behavioral Health Care Services. Its hospitals provide various medical services, such as general and specialty surgery, emergency care, internal medicine, and behavioral health services. As of mid-2020, Universal Health Services managed 356 inpatient facilities and 41 outpatient centers across 37 states, as well as in Washington, D.C., the United Kingdom, and Puerto Rico. The company also engages in providing commercial health insurance services and employs over 60,000 individuals through its subsidiaries. With a strong financial position, it has been able to expand and acquire additional facilities, solidifying its status as one of the largest healthcare providers in the nation.
Made 1 investment in Puerto Rico

DoNotPay

DoNotPay, Inc. is a technology company based in San Francisco, California, founded in 2015. It operates a platform that provides legal information and self-help services through an artificial intelligence-driven chatbot. This application assists users in a variety of legal matters, enabling them to file lawsuits, claim awards, challenge corporations, and navigate bureaucratic processes. It also helps users cancel free trials, appeal bank fees, and address traffic violations, among other issues. DoNotPay's services are available to residents in the United States, Puerto Rico, and the United Kingdom, aiming to democratize access to legal resources and empower individuals to manage their legal challenges efficiently and at no cost.

Ambria Capital

Ambria Capital is a venture capital investment firm based in San Juan, Puerto Rico, founded in 2018. The firm specializes in investing in companies across various sectors, including agriculture, consumer goods, healthcare, and technology. Ambria Capital aims to support innovative businesses that have the potential for growth and impact in these industries.

Infosys BPM Limited

Infosys BPM Limited is the business process management subsidiary of Infosys, established in April 2002. The company provides integrated end-to-end BPM services, focusing on enhancing stakeholder experience and operational effectiveness. With a global presence that includes countries such as India, Poland, the Czech Republic, the Netherlands, the United Kingdom, Brazil, and the United States, Infosys BPM has established itself as a leader in the BPM sector. Over the past five years, the company has received more than 60 awards and recognitions from prominent industry bodies, reflecting its commitment to excellence in service delivery and innovation.

Pan-American Life Insurance Company

Pan-American Life Insurance Company, established in 1911 and headquartered in New Orleans, Louisiana, provides a range of insurance and financial services across the Americas. As a subsidiary of Pan-American Life Insurance Group, it offers individual and group life, accident, and health insurance, along with employee benefits. The company serves clients in 49 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, and throughout Latin America and the Caribbean. With a workforce of over 1,750 employees, Pan-American Life operates numerous branches and affiliates in countries such as Costa Rica, Colombia, Mexico, and several Caribbean nations, ensuring a broad reach and a commitment to delivering trusted financial solutions to its policyholders.

Vesey Street Capital Partners

Vesey Street Capital Partners, established in 2014 and headquartered in New York, is a private equity firm specializing in middle market investments. It focuses on the healthcare services sector, seeking to invest in businesses that create value for hospitals, payors, physicians, and post-acute care providers by enhancing efficiency, improving quality, reducing costs, and expanding revenues. The firm typically invests between $50 million to $200 million in companies with EBITDA between $5 million and $30 million, preferring control transactions and majority stakes. It considers both founder-led businesses and corporate carve-outs, primarily within the United States.
Made 1 investment in Puerto Rico

Ferrellgas Partners

Ferrellgas has been a trusted provider of propane solutions for over 70 years, serving a diverse range of customers including residential, commercial, agricultural, and industrial sectors across all 50 states, the District of Columbia, and Puerto Rico. The company specializes in the distribution and sale of propane, along with related equipment and supplies. Its operations span several regions in the United States, including the Midwest, Southeast, Southwest, and Northwest. Ferrellgas caters to various customer needs, including portable tank exchanges and wholesale services. The company derives its revenue primarily from propane distribution and the sale of associated products, maintaining a strong commitment to quality and customer service.

Stateless Ventures

Stateless Ventures is an early-stage investment firm founded in 2017 and based in San Juan, Puerto Rico. The firm specializes in venture capital, focusing primarily on sectors such as artificial intelligence, cryptocurrency, and web3 technologies. Stateless Ventures aims to identify and support innovative startups within these rapidly evolving fields, helping to drive advancements and growth in the digital economy.

Crowley

Crowley Maritime Corporation is a U.S.-owned marine solutions, transportation, and logistics company that operates across domestic and international markets. Founded in 1892, Crowley has evolved into a diversified enterprise offering services in six primary business segments: Puerto Rico and Caribbean liner services, Latin America liner services, logistics, marine contract solutions, deep sea petroleum transportation, and petroleum services in Alaska. The company also provides supply chain management, fuel transportation, and distribution of liquefied natural gas. Additionally, Crowley supports its operations with centralized corporate functions, including purchasing and human resources, while also offering vessel design, construction management, and management services for its chartered vessels. The company is entirely owned by the Crowley family and its employees, with a structure established in 1992 to serve as a holding company for its various business lines and subsidiaries.

Southwest Airlines

Southwest Airlines Co. is a prominent passenger airline based in Dallas, Texas, recognized as the largest domestic carrier in the United States by the number of originating domestic passengers boarded. Founded in 1967, the airline operates an extensive fleet of over 800 Boeing 737 aircraft, serving 101 destinations across 40 states, the District of Columbia, Puerto Rico, and several near-international locations, including Mexico and the Caribbean. Known for its commitment to exceptional customer service, Southwest Airlines caters to more than 100 million customers annually, primarily focusing on short-haul leisure flights within a point-to-point network. The airline features an open-seating cabin configuration and offers various ancillary services, including EarlyBird Check-In and upgraded boarding options. Additionally, Southwest provides digital platforms to enhance the customer experience, such as its website and mobile applications, while maintaining a loyalty program that partners with various businesses. The company is recognized for its operational efficiency and dedication to its employees and the communities it serves.

RCM Technologies

RCM Technologies, Inc. is a provider of business and technology solutions based in Pennsauken, New Jersey, operating in the United States, Canada, Puerto Rico, and Serbia. The company is organized into three main segments: Engineering, Specialty Health Care, and Information Technology. The Engineering segment offers a variety of services such as project management, engineering design, and quality assurance, primarily serving industries like energy, aerospace, and manufacturing. The Specialty Health Care segment focuses on staffing and placement services for medical professionals, including therapists and nurses, and provides a range of care services to various health facilities. The Information Technology segment delivers enterprise solutions and application services tailored to improve operational efficiency across multiple sectors, including health care, finance, and education. Founded in 1971, RCM Technologies has built a reputation for creativity and reliability in meeting the diverse needs of its clients.

PopHealthCare

PopHealthCare, established in 2012 and headquartered in Tempe, Arizona, specializes in data analytics solutions for the healthcare industry. The company offers RiskSight, a risk adjustment and revenue management tool, and CareSight, a high-risk population care program. Their services include member identification, outreach, health and risk assessments, care coordination, and longitudinal care for complex conditions. PopHealthCare serves a wide range of clients, including health plans, provider organizations, accountable care organizations, and hospitals, participating in various healthcare programs. The company aims to improve member health outcomes and satisfaction while helping partners enhance revenues, quality scores, and reduce medical costs. As of 2017, PopHealthCare operates as a subsidiary of GuideWell Mutual Holding Corporation.

Gymboree Group

Gymboree Group, Inc. is a specialty retailer focused on children's apparel and accessories in North America. The company operates under several brands, including Gymboree, Janie and Jack, Crazy 8, and Gymboree Outlet, providing a diverse range of clothing items such as tops, bottoms, shoes, and outerwear. Gymboree also offers play programs for young children under the Gymboree Play & Music brand. The company operates approximately 900 retail stores across the United States and Canada, as well as three online platforms: gymboree.com, janieandjack.com, and crazy8.com. Founded in 1976 and based in Dixon, California, Gymboree is a subsidiary of Giraffe Holding, Inc.

Toyota Financial Services

Toyota Financial Services, founded in 1983 and headquartered in Torrance, California, provides a range of financial solutions including retail and wholesale financing, retail leasing, and vehicle protection plans. The company serves authorized Toyota, Lexus, and Scion dealers, as well as Toyota forklift and Hino dealers and their customers across the continental United States, excluding Hawaii. With approximately 3,300 employees and managed assets exceeding $81 billion, Toyota Financial Services has evolved significantly since its inception. It operates as part of the global financial services framework of Toyota Financial Services Corporation, a wholly-owned subsidiary of Toyota Motor Corporation in Japan. The company maintains three regional offices, three customer service centers, and 30 dealer sales and service offices throughout the U.S., along with an affiliate in Puerto Rico.

Primeritus Financial Services

Primeritus Financial Services is a national provider of repossession management and related services for the auto finance industry in the United States and Puerto Rico. The company specializes in offering outsourced repossession management, remarketing, title services, and skip tracing solutions. By utilizing a nationwide network of certified agents and employing unique investigative techniques, Primeritus Financial Services helps clients efficiently recover collateral while allowing them to focus on their core business functions. Its services are designed to enhance existing recovery efforts for credit lenders, providing valuable support in the collateral recovery process.

Zimmer

Zimmer, Inc., operating as Zimmer Biomet, specializes in the design, manufacture, and marketing of orthopedic and dental products. The company offers a wide range of solutions, including joint replacement products for the knee, hip, and shoulder, as well as elbow and trauma devices, foot and ankle systems, and spinal solutions. Zimmer Biomet also provides dental implants and various surgical and operating room equipment, alongside biologics and sports medicine solutions. These products are aimed at helping healthcare professionals treat a variety of conditions, including arthritis and traumatic injuries, ultimately supporting patient mobility. Founded in 1927 and headquartered in Warsaw, Indiana, Zimmer Biomet operates multiple manufacturing facilities across the United States and internationally, including locations in Puerto Rico, Switzerland, and Ireland, and maintains a biologics research facility in Texas.

Pep Boys

Pep Boys is an automotive aftermarket chain and retailer that offers quality auto repair and car parts. The 1980s brought an aggressive expansion program in the company’s history. To raise capital, Pep Boys split its stock 3-for-1 and moved to the New York Stock Exchange in 1982. This strategy enabled rapid growth and brought about the birth of the automotive supercenter. This concept boosted Pep Boys to more than 700 stores, almost 3,600 service bays and more than $2 billion in annual sales. Pep Boys The Road Ahead Pep Boys continued its expansion in the 1990s, including to Puerto Rico. As the automotive aftermarket need has shifted over time from a majority of auto parts customers who identify as “Do it Yourselfers” to an increasing number of customers who prefer service centers to take care of their automotive maintenance and repair, Pep Boys has expanded its service business. Today Pep Boys provides service for more than six million cars and car owners each year. More than 23 million rewards members have signed up for special offers in stores. Since 2009, Pep Boys has focused on the development of service and tire centers within its existing markets as its primary growth strategy. Today the company operates more than 7,400 service bays in nearly 800 stores nationwide. At the same time, in some of its traditional supercenters, the company has expanded to include speed shops within its retail stores, which cater to the growing number of car enthusiasts who have fun working on performance cars, like hot rods, muscle cars, and off-road trucks. In 2012, Pep Boys created a new service and retail customer experience, which it refers to as The Road Ahead. Similar to the experience found at some high-end car dealerships, new Pep Boys stores feature customer lounges with amenities such as complimentary Wi-Fi and flat screen TV's near its full-service maintenance and repair shops, as well as a diverse retail product assortment in the automotive aftermarket. With almost 20,000 friendly and knowledgeable associates living the legacy of Manny, Moe, and Jack, Pep Boys’ vision is to be the best place to shop and care for cars.

White Field Capital

White Field Capital Partners, LLC is a private equity firm based in San Juan, Puerto Rico, with additional offices in Denver, Colorado, and Charlotte, North Carolina. Established in 2010, the firm specializes in growth capital investments, focusing on small to middle-market companies across various sectors, including healthcare, financial services, project management, and digital marketing. White Field Capital targets investments in companies with enterprise values up to $200 million and revenue exceeding $30 million, seeking equity stakes between $5 million and $30 million. The firm aims for a target annual return rate of 20 percent and typically seeks majority ownership in its investments. Importantly, White Field Capital avoids companies with significant governmental influence, those facing substantial headwinds, as well as the real estate, venture, and distressed sectors. The firm invests primarily in the United States, Europe, Latin America, and North America.

Kalkomey Enterprises

Kalkomey Enterprises, LLC, also known as Boat Ed, is a provider of online recreational safety education and certification courses focused on activities such as boating, hunting, snowmobiling, and off-road vehicle operations. Founded in 1995 and headquartered in Dallas, Texas, the company serves outdoor enthusiasts and government agencies across all 50 U.S. states, as well as in several countries including Australia, Canada, and the United Kingdom. Kalkomey's offerings include regulatory-approved courses delivered through a modern learning management system, enabling nearly one million individuals to receive training and certification annually. In addition to educational services, Kalkomey provides cloud-based agency management solutions that enhance operational efficiency for state and local agencies in key workflows, including licensing, registration, and compliance. By integrating its educational resources with agency management tools, Kalkomey aims to improve accessibility to outdoor recreation, promote participation, and foster civic engagement.

Party City

Party City, established in 1947, is a global party goods provider operating through its subsidiaries. It designs, manufactures, and distributes a vast array of party supplies, including paper and plastic tableware, balloons, costumes, stationery, and gifts, catering to everyday, themed, and seasonal events. The company serves customers through two primary channels: a coast-to-coast network of approximately 900 party superstores, including franchised locations under the Party City and Halloween City banners, and an e-commerce platform, PartyCity.com, offering around 35,000 SKUs. Party City also distributes its products to various retailers and distributors worldwide.

Grupo Bancolombia

Grupo Bancolombia is a leading financial institution based in Medellín, Colombia, founded in 1875. It operates primarily in the banking sector and provides a comprehensive array of financial services for both individual and corporate clients. These services include commercial banking, asset management, investment banking, leasing, factoring, and insurance, among others. Grupo Bancolombia has expanded its reach into Central America, with operations that include Banagricola in El Salvador and offshore banking subsidiaries in Panama, the Cayman Islands, and Puerto Rico, as well as an agency in Miami. The company emphasizes building lasting relationships with its customers while supporting their financial aspirations through a diverse range of tailored products and services.

Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical corporation that specializes in the discovery, development, manufacturing, and distribution of medicines. Its portfolio spans various therapeutic areas, including neuroscience, cardiometabolic, cancer, and immunology. Notable products include Verzenio for cancer, Mounjaro and Jardiance for cardiometabolic conditions, and Taltz for immunology. The company operates through owned or leased facilities in over 25 countries, selling its products in approximately 135 countries worldwide. Additionally, Eli Lilly and Company Foundation, established in 1968, supports initiatives aimed at improving patient outcomes, enhancing quality of life, and promoting education, particularly in underserved communities.

Paypal

PayPal, established in 2002, is a leading global digital payment platform that facilitates transactions between consumers and merchants. With over 375 million active users across 200 markets, PayPal enables users to send, receive, and withdraw funds, as well as make and accept payments online and in-store. It partners with a wide range of businesses, from small online stores to large e-commerce platforms, including Anyway Any Day, Ozone.ru, and Aeroexpress in Russia, where it launched in 2013. PayPal's mission is to make financial services more accessible, affordable, and secure, thereby empowering individuals and businesses to participate in the global economy.
Made 1 investment in Puerto Rico

Cano Health

Cano Health is a healthcare company focused on providing personalized, value-based primary care services primarily for seniors. Operating across Florida, Texas, Nevada, and Puerto Rico, Cano Health manages primary care centers and supports affiliated medical practices. The company emphasizes high-touch population health management through a comprehensive care coordination strategy that includes wellness activities, pharmacy services, home visits, telehealth, and management of high-risk and complex cases. Serving approximately 310,000 members, Cano Health aims to enhance health outcomes, wellness, and quality of life for its patients and the communities it operates in.

Service Corporation International

Service Corporation International is a provider of deathcare products and services in the United States and Canada, operating through two main segments: funeral services and cemeteries. The company manages a network of funeral service locations and cemeteries, offering a range of services that include professional arrangements, cremation, embalming, and memorialization. Additionally, it provides various funeral merchandise such as caskets, urns, and memorial products. Cemetery operations include interment rights, memorial markers, and related services. The company markets its offerings under several brands, including Dignity Memorial and National Cremation Society. As of the end of 2019, Service Corporation International operated 1,471 funeral service locations and 482 cemeteries across 44 states, 8 Canadian provinces, the District of Columbia, and Puerto Rico. Founded in 1962 and headquartered in Houston, Texas, the company has established itself as a leading entity in the deathcare industry.

Encompass Health

Encompass Health Corporation is a leading provider of facility-based and home-based post-acute healthcare services in the United States. The company operates primarily through two segments: Inpatient Rehabilitation and Home Health and Hospice. The Inpatient Rehabilitation segment offers specialized rehabilitative treatment for patients recovering from a variety of conditions, including strokes, neurological disorders, cardiac and pulmonary issues, and complex orthopedic conditions. In contrast, the Home Health and Hospice segment delivers a range of Medicare-certified services, including skilled nursing, therapy, and hospice care, primarily in the Southeast and Texas. As of November 2020, Encompass Health operated 137 hospitals, 242 home health locations, and 83 hospice sites across 39 states and Puerto Rico. Founded in 1983 and headquartered in Birmingham, Alabama, the company was previously known as HealthSouth Corporation before rebranding in January 2018.

Two Sigma Private Investments

Two Sigma Private Investments is the private markets investment division of Two Sigma. They focus on investing in private companies across various industries to generate returns for their investors. With a strong track record and expertise in private market investing, Two Sigma Private Investments aims to identify opportunities that offer attractive growth potential and value creation. By leveraging their resources and network, they seek to support the growth and success of their portfolio companies.

JetBlue Airways

JetBlue Airways Corporation is a low-cost airline based in Long Island City, New York, founded in 1998. The airline provides air transportation services primarily through point-to-point routes, operating a diverse fleet that includes Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft. JetBlue serves approximately 100 destinations across the United States, the Caribbean, Latin America, Canada, and England. The majority of its operations focus on domestic routes, particularly from key hubs in New York, Boston, Fort Lauderdale, Los Angeles, Orlando, and San Juan, Puerto Rico. JetBlue is recognized for its customer service, offering amenities such as assigned seating and in-flight entertainment. The company also has a strategic partnership with American Airlines to enhance connectivity for travelers in the Northeast.

Zenus Bank

Zenus Bank, founded in 2019 and headquartered in San Juan, Puerto Rico, is a digital commercial bank that aims to extend banking services beyond borders. It operates in over 150 countries, allowing individuals and businesses to open US bank accounts online without requiring US citizenship, residency, or registration. Zenus Bank is dedicated to promoting financial inclusion and fairness as a signatory of the UN’s Principles for Responsible Banking. The bank leverages advanced technology and exclusive partnerships to enhance its offerings and provides Banking-as-a-Service tools to enable other businesses to create innovative financial solutions for their customers. With a diverse and inclusive team, Zenus Bank seeks to offer the security and stability of US banking to a global audience.

Acadia Healthcare

Acadia Healthcare Company, Inc. is the largest stand-alone provider of behavioral health services in the United States, operating 258 facilities across 38 states and Puerto Rico. The company specializes in developing and managing a diverse range of treatment settings, including inpatient psychiatric hospitals, residential treatment centers, outpatient clinics, and specialty facilities. Acadia Healthcare serves approximately 75,000 patients daily, offering tailored, evidence-based care for various behavioral health conditions such as addiction, depression, anxiety, and post-traumatic stress disorder. The organization emphasizes patient-centered care, aiming to empower individuals to overcome mental health challenges and achieve long-term recovery. Acadia's facilities have garnered national recognition for their commitment to quality and safety, reflecting their dedication to optimal patient outcomes. The company employs around 23,500 individuals and is headquartered in Franklin, Tennessee, with a focus on innovation and collaboration in healthcare delivery.

National Storage Affiliates

National Storage Affiliates is a real estate investment trust focused on the ownership, operation, and acquisition of self-storage properties across the United States, primarily in the top 100 metropolitan statistical areas. The company manages a diverse portfolio of self-storage facilities, leveraging a property management platform to oversee daily operations. As of September 2020, it operated 788 self-storage properties in 35 states and Puerto Rico, encompassing approximately 49.5 million rentable square feet. National Storage Affiliates is recognized as one of the largest owners and operators in the self-storage sector, utilizing a strategy that includes contributions from Participating Regional Operators and third-party acquisitions to sustain its growth within the industry.

The Stephens Group

The Stephens Group, LLC is a private, family-owned investment firm founded in 1933 and headquartered in Little Rock, Arkansas, with additional offices in Frankfurt, London, and New York. The firm specializes in private equity and venture capital, focusing on mid-venture investments, leveraged buyouts, recapitalizations, growth capital, and mature investments across a diverse range of sectors. Its investment portfolio spans agriculture, energy, industrials, software, consumer products, financial services, healthcare, and technology, among others. The Stephens Group typically invests between $10 million and $125 million in companies with enterprise values ranging from $50 million to $400 million and seeks both minority and control positions in its investments. The firm aims to partner with management teams, often pursuing a board seat in its portfolio companies to foster long-term growth and success.
Made 1 investment in Puerto Rico

Popular

Popular, Inc., established in 1893, is a diversified financial services company headquartered in Hato Rey, Puerto Rico. Through its subsidiaries, it offers a wide range of retail, mortgage, and commercial banking products and services. These include various deposit accounts, commercial and industrial loans, commercial real estate loans, residential mortgage loans, consumer loans, construction loans, lease financing, and investment banking services. The company operates 163 branches in Puerto Rico, 49 branches in the U.S. mainland, and 10 branches in the Virgin Islands, along with numerous ATMs across these regions.

Southwire

Southwire is a prominent manufacturer and supplier of building wire and utility cable, along with the tools necessary for their installation. The company specializes in a wide range of products, including utility and industrial power cables, telecommunications cables, and copper and aluminum rods. By continuously improving its offerings and understanding customer needs, Southwire aims to enhance safety, productivity, and efficiency in the electrical installation industry. The company is committed to delivering high-quality wire products that not only meet industry standards but also address the evolving challenges faced by its customers.
Made 1 investment in Puerto Rico

NASA

The National Aeronautics and Space Administration (NASA) is a United States government agency established in 1958, primarily in response to advancements in space exploration by the Soviet Union. Originating from the National Advisory Committee on Aeronautics, NASA has a long history of advancing aeronautics and astronautics. It gained prominence for its Apollo program, which successfully landed humans on the moon in 1969. NASA has since been instrumental in various space missions, including the development of the space shuttle, which provided regular access to space from 1981 until its retirement in 2011. The agency plays a key role in the International Space Station, furthering human presence in space through international collaboration. In addition to manned missions, NASA conducts extensive scientific research, exploring planets like Mars and monitoring Earth's climate through satellites. Its aeronautics teams continue to innovate in creating safer and more efficient aircraft. Overall, NASA's work aims to expand human knowledge and capabilities in space while contributing to advancements that benefit life on Earth.
Made 3 investments in Puerto Rico

IDB Invest

IDB Invest is an economic development agency based in Washington, D.C., established in 1985 as a member of the Inter-American Development Bank Group. It focuses on financing sustainable companies and projects that aim to enhance economic, social, and environmental development in Latin America and the Caribbean. The agency provides a variety of financial products and advisory services to large corporations, financial intermediaries, and micro, small, and medium enterprises (MSMEs). IDB Invest seeks to support initiatives that advance clean energy, modernize agriculture, improve transport systems, and expand access to financing. By targeting projects with significant impact, it aims to foster sustainable development in the region while promoting private sector growth.
Made 2 investments in Puerto Rico