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Portugal Prime, FCR

Closed-end CMVM-regulated private equity fund investing in hospitality operators (non-real-estate) across Portugal's tourism sector; offers two tracks — 2% p.a. fixed (Capital Preservation, exit at citizenship) or ~10% target IRR (Upside, exit at maturity); Golden Visa eligible (minimum €100,000).

Fund Snapshot

Key Facts

Min Investment€100,000
RedemptionsN/A
Open to USYes
Lock-up96 months
Fund Size (AUM)N/A

Fees

Management Fee
0.2%
Performance Fee
25%

Additional Details

NAV FrequencyN/A
Established2024
Notice PeriodN/A
Regulated ByN/A

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Compliance

GV Eligible

Capital at risk. Past performance isn't indicative of future returns. This is not investment advice.

Historical Performance

No performance data available
Performance metrics will appear when data is provided

Fund Overview

About the Fund

Portugal Prime finances and operates hotel businesses (rooms, F&B, events) via operator equity/leases — no direct or indirect real-estate investment — aiming to preserve capital while delivering either a fixed 2% p.a. (citizenship exit) or ~10% IRR (maturity exit). The fund targets low risk (SRI 3/7) within Portugal's resilient tourism sector. Key Investment Highlights: • Award-winning management: Fund Manager of the Year 2024 winner • Ultra-low risk profile: Risk level 3/7 vs other GV funds at 6/7 • Proven track record: 100% success rate for Golden Visa applications • Global accessibility: Direct investments from overseas accepted (no Portuguese bank account required) • Golden Visa pathway with minimum €100,000 investment requirement • Hospitality sector focus on operators, not real estate • Two investment tracks: Capital Preservation (2% p.a. fixed) or Upside (~10% target IRR) • Ultra-low fee structure: 0.20% management fee • CMVM regulated with Bison Bank as depositary and BDO as auditor Investment Options: 1. Upside Participation: Targets net annual returns above 10%, requiring investment until maturity (8 years) 2. Capital Preservation: Capped at 5% annual return net of fees, with exit possible after obtaining permanent residency (5–6 years) Exclusive Investor Benefits: • Investors committing the full €500,000 receive one complimentary week per year in deluxe hotels or serviced apartments • Alternative: Two weeks every two years, typically aligned with biometric visits • VIP project visits in the Algarve with personalized tours and limo service The fund offers a specialized approach to Portugal's tourism sector, focusing on operational excellence rather than property investment, providing a clear Golden Visa pathway with flexible exit options and exceptional investor perks.

Key Terms

Key Terms

Minimum Investment€100,000
Fund StructurePrivate Equity
Fund Term8 years
DomicileN/A
CustodianN/A
AuditorN/A
ISINN/A
Fund Status
Open
Inception Date2024

Information as reported by fund manager. Terms may vary by investor class.

Financial Details

Fees

Fee Structure

Management Fee0.2%
Performance Fee25%

Fee Calculator

Management fee:€0
Performance fee*:€0
Estimated annual cost:€0

Geographic Allocation

Portugal100%

Fund Structure

Regulatory & Compliance

CMVM RegistrationN/A
AuditorN/A
CustodianN/A
NAV FrequencyN/A
PFIC/QEF Status
Status Unknown

Always confirm regulatory details with the fund manager and legal counsel before investing.

Team Information

Fund Team

6 team members

AN

Armando Nunes

Fund Management

Experienced fund manager specializing in hospitality sector investments

FL

Filipe Leal

Civil Engineering

Civil engineering expertise for hospitality project development

PP

Peter Pedersen

Hotel Operations

Specialist in hotel operations and hospitality management

MJ

Mathilde Jakobsen

Marketing & Sales

Marketing and sales specialist for hospitality sector

NL

Nadia Lassen

Interior Design

Interior design expert for hospitality properties

PI

Patrícia Inácio

Legal Support

Legal support specialist for fund operations and compliance

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Get in Touch with Portugal Prime, FCR

Enquire about Portugal Prime, FCR. The fund manager will respond within 24-48 hours.

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Disclaimer: This enquiry does not constitute investment advice or a commitment to invest. All investments carry risk. Past performance does not guarantee future results. By submitting this form, you agree to be contacted by the fund manager.

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Important Notice for Investors

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.

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Fund minimum: €100,000

Typical holding period

%

Fund target: 2-0% p.a.

Investment Risk Disclosure: These projections are for illustrative purposes only and do not guarantee future performance. Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. Consult with a qualified financial advisor before making investment decisions.

Frequently Asked Questions about Portugal Prime, FCR

Everything you need to know about investing in Portugal Prime, FCR

What are the two investment tracks available?

Upside Participation targets net annual returns above 10% requiring investment until maturity (8 years), while Capital Preservation is capped at 5% annual return net of fees with exit possible after obtaining permanent residency (5–6 years).

What makes this fund less risky than other Golden Visa options?

Portugal Prime has a risk level of only 3 out of 7, significantly lower than other GV funds which typically have a risk level of 6. The fund also has a 100% success rate for Golden Visa applications.

Do I need a Portuguese bank account to invest?

No, direct investments from overseas are accepted without requiring a Portuguese bank account, making the investment process more accessible for international investors.

What exclusive benefits do larger investors receive?

Investors committing the full €500,000 receive one complimentary week per year in deluxe hotels or serviced apartments, or two weeks every two years, typically aligned with biometric visits.

What recognition has the fund management received?

The fund management team was awarded Fund Manager of the Year 2024, demonstrating their expertise and excellence in the hospitality investment sector.