Dominion Strategic Holdings LLC / Services
The Firm
Financial Consultant in San Juan, Puerto Rico
Dominion Strategic Holdings LLC is a financial research, analysis, modeling and consulting firm based in San Juan, Puerto Rico. It serves operating companies, funds and individuals across Puerto Rico, the mainland United States and internationally, working in English and Spanish.
Built for the clients nobody serves well
There is a gap in Puerto Rico between the large banks, who will not take a mid-sized engagement, and the local bookkeeper, who is not equipped for modeling or valuation work. Companies in that gap end up making significant decisions without analysis behind them.
This practice exists for that gap: institutional-standard financial work, delivered by the analyst who scopes it, with the work product handed over for you to keep.
Working in both languages
Every engagement — the written analysis, the calls, the labels inside the model — is delivered in English or Spanish. For Puerto Rico businesses dealing with mainland lenders or investors, the same analysis can be produced in both.
What you receive
- Financial modeling — three-statement, DCF, LBO, M&A, real estate and startup models
- Business valuation under the income, market and asset approaches
- Financial analysis, benchmarking and capital allocation review
- M&A analytical support and due diligence
- Industry, sector and competitive research
- Fractional CFO retainers and Personal CFO reporting for households
Who this is for
- Puerto Rico companies preparing a loan or investor package
- Mainland and international clients wanting bilingual delivery
- Funds and family offices with ongoing research needs
- Households wanting their finances run with the same rigor
Turnaround. Engagements are scoped as fixed-fee projects, monthly retainers or retained hour blocks.
Fees are quoted per engagement and are not published. Inquire and you will receive a written proposal with a fixed fee, a fixed scope and a delivery date, at no charge.
Dominion Strategic Holdings LLC is not a registered investment adviser or broker-dealer. It does not provide investment advice, securities recommendations or portfolio management.
Frequently asked questions
- Where is Dominion Strategic Holdings located?
- San Juan, Puerto Rico. Engagements are delivered remotely to clients throughout Puerto Rico, the mainland United States and internationally.
- Do you work in Spanish?
- Yes. Every engagement is delivered in English or Spanish, including written analysis, calls and deliverables.
- Do you work with clients outside Puerto Rico?
- Yes. The practice serves clients across the mainland United States and internationally. All work is delivered remotely, so location is not a constraint.
- Are you a registered investment adviser?
- No. Dominion Strategic Holdings LLC is not a registered investment adviser or broker-dealer. It does not sell securities, manage assets or earn commissions. It is compensated for analysis only.
- How do engagements start?
- With a complimentary introductory call. If the work fits, you receive a written proposal with a fixed fee, a fixed scope and a delivery date, prepared at no charge.
Related services
Request a proposal
Tell us what decision the analysis needs to support. You will receive a written proposal with a fixed fee, a fixed scope and a delivery date — prepared at no charge and with no obligation.
787-420-4655 · daniel.torrens@dominionstrategicholdings.com · San Juan, Puerto Rico