Private equity fund targeting 15-20% IRR through special situations investments in Iberia, with Golden Visa eligibility and CMVM regulation.
Sign in to view complete fee structure and additional details
Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.
Fortitude Special Situations II is a €150M CMVM-regulated private equity fund focused on special situations investments across Iberia. The fund employs a downside-focused investment strategy with 90% proprietary deal sourcing. Investments target 15-25% exposure per position with equity, debt, and hybrid instruments. The experienced team, led by ex-Goldman Sachs and BTG Pactual partners, leverages differentiated sourcing capabilities and a robust advisory board including Paula Amorim, José María Pacheco, and Filipe de Botton. The fund features a full catch-up carry structure, 7% IRR hurdle rate, and comprehensive portfolio management with secondments and operational value creation. Investment period is 4 years with an 8-year term plus up to 2-year extension options.
Information as reported by fund manager. Terms may vary by investor class.
Redemption terms may vary by investor class. Verify details with the fund manager.
Always confirm regulatory details with the fund manager and legal counsel before investing.
5 team members
Ex-Goldman Sachs Partner and ex-Merrill Lynch MD with 30+ years experience
Founding Partner & CIO at Atrium, ex-Santander with 30+ years experience
COO at Atrium, ex-Deutsche Bank with 30+ years experience
Senior Partner & Executive Board Member at BTG Pactual with 25+ years experience
Partner at BTG Pactual, ex-Credit Suisse and Advent with 20+ years experience
Sign in to see full team profiles, bios, and LinkedIn connections
Use our ROI calculator to estimate potential returns based on historical performance
Get expert legal support for your Golden Visa application
✨ Our experts help you navigate the Golden Visa process and secure approval efficiently
Investment in funds involves risks, including the possible loss of principal. Please read all fund documentation carefully before making any investment decisions. Past performance is not indicative of future results.
Closed-ended private equity fund targeting profitable SMEs and mid-caps in the "Blue Economy," with €28 m anchor commitment from the European Investment Fund and eligibility for the Portuguese Golden Visa (minimum €100 000 investment).
A CMVM-regulated, closed-end private equity fund investing exclusively in district.space, a Portuguese flex office operator, targeting an underdeveloped market with strong demand and guaranteed exit.
A closed-end private equity fund regulated by CMVM, investing in Portugal's thriving hospitality sector. Designed to comply fully with the Portugal Golden Visa requirements.
A closed-end venture capital fund focusing on digital economy and technology-driven businesses with high scalability potential, particularly in Portugal.
A closed-end venture capital fund focused on prime asset-backed opportunities in Portugal's real economy, including real estate development, tourism infrastructure, and renewable energy.
A closed-end venture capital fund focusing on marine economy and waterfront-related assets with strong sustainable growth prospects, particularly in Portugal's coastal regions.
If this fund is full or doesn't meet your requirements, here are similar options with comparable risk profiles and investment strategies.
A CMVM-regulated, closed-end private equity fund investing exclusively in district.space, a Portuguese flex office operator, targeting an underdeveloped market with strong demand and guaranteed exit.
A Golden Visa–eligible private equity vehicle investing in companies that finance and operate solar panel projects, focusing on stable returns from long-term lease agreements and power purchase agreements. Capital preservation strategy with attractive target returns.
Closed-ended private equity fund targeting profitable SMEs and mid-caps in the "Blue Economy," with €28 m anchor commitment from the European Investment Fund and eligibility for the Portuguese Golden Visa (minimum €100 000 investment).
Compare Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado with similar investment funds to analyze performance, fees, and investment requirements.
Project potential returns for Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado based on your investment parameters
Everything you need to know about investing in Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado
Yes, Fortitude Special Situations II is explicitly Golden Visa eligible for Portugal's residency program.
The minimum investment is €100,000.
The fund targets a gross IRR of 15-20% with a 7% hurdle rate before performance fees apply.
The fund is sector-agnostic and invests across special situations in Iberia, including agriculture, healthcare, hospitality, consumer goods, and infrastructure.
Target size is €150 million with an 8-year term, extendable up to 10 years (1+1 year extensions).
Enquire about Fortitude Portugal Special Situations II – Fundo de Capital de Risco Fechado. The fund manager will respond within 24-48 hours.