A Puerto Rico-based RIA delivering tax-advantaged private equity and venture capital strategies for accredited investors worldwide.
Capital United, LLC is a SEC-registered investment advisor headquartered in Puerto Rico, structured to deliver institutional-grade private equity and venture capital exposure through tax-optimized fund vehicles.
Our platform serves both Puerto Rico residents and U.S. mainland accredited investors, providing unified access through a carefully designed series fund and feeder structure.
Full compliance with Puerto Rico's Investor Tax Incentive Act
Segregated assets protecting investor capital across deals
PR residents and U.S. mainland investors through parallel vehicles
All senior partners are Registered Investment Advisors
Investment Manager • Delaware Entity
General Partner • PR Entity
Main Series Fund • PR Entity
Direct Series participation
Via Feeder + C-Blocker
Institutional-caliber fund strategies combining Puerto Rico's tax advantages with world-class deal access.
A Puerto Rico series fund delivering enhanced after-tax returns through Act 60 optimization.
Diversified exposure to ~100 pre-IPO technology companies through employee option exercise financing.
CapU PE Series Fund leverages Puerto Rico's Act 60 tax incentives to deliver materially higher after-tax returns compared to traditional mainland PE structures.
PR investors receive substantial upfront deductions on qualifying capital, offsetting the standard 33% marginal rate.
Interest, dividends, and capital gains generated within qualifying structures are fully exempt for PR residents.
C-Corp blocker converts returns to simpler dividend income, lowering the effective blended rate to approximately 37%.
60% invested in PR qualifying businesses, up to 40% in U.S. mainland and global opportunities for diversification.
*HYPOTHETICAL MODELED PERFORMANCE. Based on illustrative assumptions including a Base Gross CAGR of 36%, standard 2%/1% management fee structure, 1.5% structure fee, and $25K startup fee over a 5-year holding period. Tax modeling assumes current Act 60 incentive rates and applicable federal/PR tax brackets. These projections do not account for changes in tax law, early redemptions, or portfolio concentration risk. Actual results may differ materially based on market conditions, portfolio company performance, exit timing, regulatory changes, and other factors. This is NOT a forecast, guarantee, or prediction of results. See offering memorandum for complete methodology, assumptions, and risk factors.
Extensive experience in investment management, finance, real estate, and cross-border capital markets.
CEO and Partner of EB5 United and Capital United. 30+ year track record in real estate development, complex finance, and global investor relations. BA in Finance & Real Estate, University of Oregon.
President and Partner of EB5 United and Capital United. Previously consultant to BlackRock and executive at Pali Group. BA Boston College, MBA UCLA Anderson.
Ten years in private equity and cross-border finance. Former CFO of Soho House North America. CFO of Conduit Transition SPAC ($150M). BA in Business Economics.
Interested in learning more about our investment strategies? Complete the form and a member of our team will be in touch.
info@capunited.com
Contact us for direct line
San Juan, Puerto Rico
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Capital United, LLC ("CapUnited") is a registered investment advisor. Registration does not imply a certain level of skill or training. The information provided on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.
Any offer to purchase securities will be made only through a definitive offering memorandum, subscription agreement, and related documents, which will be provided to qualified investors and will contain important information about risks, fees, and expenses associated with an investment.
Performance Disclaimers
Past performance is not indicative of future results. There can be no assurance that any fund will achieve comparable pricing, discount levels, exit valuations, or returns. Modeled and projected performance figures are hypothetical and for illustrative purposes only. Actual results may differ materially from projections.
The illustrative performance scenarios and valuation examples herein are for informational purposes only and do not represent actual or projected returns. Investors may lose some or all of their investment.
Risk Factors
Investments in private equity and venture capital involve a high degree of risk, including the potential for complete loss of capital. These investments are illiquid and there is no guarantee that investors will be able to withdraw their capital or realize gains. Investments are suitable only for accredited investors who can bear the loss of their entire investment.
Cap-U Fuel Innovation 100 uses a different strategy (employee financing vs. direct equity investment) and has NO track record. Historical fund returns of Fuel Venture Capital do not predict Cap-U Fuel Innovation 100 results.
Third-Party Notice: Company names and logos referenced on this site are trademarks of their respective owners, used for illustrative purposes only. No endorsement, partnership, or affiliation is implied. Referenced companies have not reviewed or approved this presentation.