Trusted by 2,600+ Investors · 7 Years · Lisbon-Based

Compare 80+ Screened Funds
with a 61-Point Scorecard Directory

USA Tax Compliance Focused · SDIRA, IRA, 401(k), PFIC

Access program deep-dives on video, an ethically vetted fund scorecard, and clear mapping of U.S. tax implications. Rely on a founder-led team and boutique quality.

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How to secure your
senior-level coordination

Most fund directories exist for placement fees or lead generation. We operate differently: analysis tailored to your profile, not commission. We routinely advise against high-paying funds that fail our safety checks. The decision is yours. The guidance is ours. Start by telling us about your situation.

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Qualification Call

Video call with senior advisor to understand your goals, timeline, tax situation, investment profile.

Portal Unlocked

Qualified investors receive full access: fund scorecard, video library, fund score, U.S. tax resources, ongoing support.

“Our clients come to us because they want unbiased advice, not a sales pitch. They want a team that’s transparent, honest, and genuinely committed to their success.” — Sasha Vitez, CEO & Founder

What’s Covered:

Who is Advisors Portugal
Red flags when choosing an agency
Why independence matters
Zero cost to you

Why clients choose us over other agencies

Here is the side-by-side comparison that defines our specialist advantage.

Agencies & Multi-Program Firms	Advisors Portugal
Restricted to the 10 to 20 funds that may pay for placement or have marketing budgets.	Ethical Framework: Vets all 80+ CMVM-regulated funds in the market.
Disclaimers: “Not investment advice”	Clear Mandate: Our role is strategic coordination and vetting. The final decision is yours.
No U.S. tax integration. Risk of accidental PFIC/taxation.	US Tax Focused: PFIC, SDIRA, IRA/401(k), FATCA built into workflows.
Volume-driven operations with multiple departmental handoffs.	Senior Oversight: Founder-led boutique with dedicated senior advisor for end-to-end coordination.

Agencies & Multi-Program Firms

Restricted to the 10 to 20 funds that may pay for placement or have marketing budgets.

Disclaimers: “Not investment advice”

No U.S. tax integration. Risk of accidental PFIC/taxation.

Volume-driven operations with multiple departmental handoffs.

Advisors Portugal

Ethical Framework: Vets all 80+ CMVM-regulated funds in the market.

Clear Mandate: Our role is strategic coordination and vetting. The final decision is yours.

US Tax Focused: PFIC, SDIRA, IRA/401(k), FATCA built into workflows.

Senior Oversight: Founder-led boutique with dedicated senior advisor for end-to-end coordination.

“Don’t wait until you need a Plan B to start building one.” — Sasha Vitez, CEO & Founder

What’s inside the Investor Portal

The Investor Portal is a gated knowledge platform designed to provide clarity and guidance to our clients. Upon qualification, you will gain access to exclusive insights. The portal is not a standalone tool as it works hand in hand with our advisory services.

Fund Database	Our Ethical Framework ensures you see the full market, not just the 10 to 20 funds shown elsewhere. Access unbiased data on all 80+ CMVM-regulated Golden Visa funds once onboarded.
61-Point Vetting Scorecard	Our scorecard evaluates every fund across 9 categories across 61 verified data points total.
Video Knowledge Library	Over 2 hours of interview style briefings from our founder and senior lawyer covering program fundamentals, fund selection process, U.S. tax compliance, legal process, common pitfalls, and 2026 regulatory updates.
U.S. Tax Resources	PFIC and QEF election guidance, IRA/401(k) rollover pathways, SDIRA compatibility, FATCA and FBAR compliance. Pitfalls flagged before you invest and for discussion with your accredited tax advisor.
Legal & Process Guidance	Conversation with a partner of a vetted law firm, step-by-step timelines from consultation to residency card, and an update on Portugal’s evolving Golden Visa framework.

What is the 61-point Fund Scorecard

Each fund is evaluated across 9 categories with data verified directly with fund managers.
The table below shows how our coverage compares to industry standards.

Scorecard Categories	Industry Standard	Advisors Portugal
Fund Basics (7)
Fees & Returns (10)
Fund Size & Scale (3)
Investment Strategy (7)
Regulatory & Compliance (5)
Fund Manager Profile (5)
US Investor Specific (10)
Credibility Signals (9)
Client-Specific Alignment (5)

Who founded Advisors Portugal

Advisors Portugal is a founder-led boutique supported by senior consultants and independent Portuguese legal counsel. Every client works with a single dedicated senior advisor and is assigned a senior immigration lawyer. No call centers. No departmental handoffs.

Sasha Vitez

CEO & Founder

Born in Brazil to a Serbian diplomatic family, Sasha has called 14 countries home across four continents. After building a career at global multinationals spanning beverage, cosmetics and technology, he settled in Lisbon and became a Portuguese citizen.

That firsthand experience navigating international relocation, compliance and bureaucracy led Sasha and his co-founder to establish Advisors Portugal. Since 2019, the firm has guided over 2,600 applicants through the Golden Visa process.

Sasha holds an Executive MBA from Loyola Marymount University and speaks five languages.

Previous Leadership Roles

Last reviewed: March 2026

Fund Name	Fund Manager	Type	PFIC/QEF
10 Marcha	C2 Capital Partners	VC	✓
AgroInova	Lince Capital	PE	✓
Albatross	Lince Capital	PE	✓
Ando Europe	Oxy Capital	PE	✓
Art	STAG Fund Management	PE	✓
Atlantic Bond Fund	3 Comma Capital	PE	✓
Atlantic Open-Ended Fund	C2 Capital Partners	PE	✓
Aurora	Magnify Capital Partners	PE	✓
Basalto	STAG Fund Management	PE	✓
BlueWater Capital	Insight Venture	VC	✓
Boards	FundBox SCR	PE	✓
Bom Porto	Quadrantis Capital	PE	✓
COREangels Atlantic	COREangels Atlantic	VC	✓
Capital Green III	Finpropcapital	PE	✓
Ceres II	Magnify Capital Partners	PE	✓
Consolidar	Inter Risco	PE	✓
Container	Celtis Venture Partners	PE	✓
Costa Vicentina	Magnify Capital Partners	PE	✓
Crown Insight	Insight Venture	PE	✓
Da Gama	Magnify Capital Partners	PE	✓
Digital Insight	Insight Venture	VC	✓
Dipalo	BlueCrow Capital	PE	✓
EQTY Global Growth II	STAG Fund Management	PE	✓
Emerald Green Capital Fund	STAG Fund Management	PE	✓
EquiMax	Quadrantis Capital	PE	✓
Europa	FundBox SCR	PE	✓
Explorer V	Explorer Investments	PE	✓
FCR Hospitality	Quadrantis Capital	PE	✓
First Pharma	STAG Fund Management	PE	✓
Flex Space Fund	Insula Capital SGOIC	PE	✓
Football Strategies	BlueCrow Capital	PE	✓
Fortitude Special Situations II	Fortitude Capital	PE	✓
Future European Financials Opportunities	Quadrantis Capital	PE	✓
Global European Cinema Fund	Quadrantis Capital	PE	✓
Golden Horizon	Quadrantis Capital	PE	✓
Golden Leisure	Green One Capital	PE	✓
Golden Prosperity	Green One Capital	PE	✓
GreenTech II	Iberis Capital	PE	✓
Greenpower	Biz Capital SGOIC	PE	✓
GreyTech III	Iberis Capital	PE	✓
Haven	Magnify Capital Partners	PE	✓
Heed Climate Tech Fund	Heed Capital SGOIC	PE	✓
Heed Top Investment Fund	Heed Capital SGOIC	PE	✓
Hermes	BlueCrow Capital	PE	✓
Horizon	Octanova	PE	✓
Hotel Invest Fund FCR	FundBox SCR	PE	✓
IRC Fund	FundBox SCR	PE	✓
Iberian Net Zero	STAG Fund Management	PE	✓
InDexed	Celtis Venture Partners	PE	✓
Indico VC Fund II	Indico Capital Partners	VC	✓
LX Launch Ventures	Celtis Venture Partners	VC	✓
Lakeview Fund	Visadoro	PE	✓
Legacy Buyout	C2 Capital Partners	PE	✓
LegacyWheels	Green One Capital	PE	✓
Lince Growth Fund I, FCR	Lince Capital	PE	✓
Lince Yield Fund, FCR	Lince Capital	PE	✓
Mercan Private Equity Fund II	Finpropcapital	PE	✓
Mercúrio Fund II, FCR	Oxy Capital	PE	✓
New Frontiers Energy	FundBox SCR	PE	✓
Next Tech	BlueCrow Capital	VC	✓
Novus	Magnify Capital Partners	PE	✓
Optimize Portugal Golden Opportunities	Optimize Investment Partners	PE	✓
PEEIF III	Quadrantis Capital	PE	✓
Pela Terra II Regenerate Fund	STAG Fund Management	PE	✓
Portugal Future Fund	Quadrantis Capital	PE	✓
Portugal Golden Growth Fund	3 Comma Capital	PE	✓
Portugal Golden Income	3 Comma Capital	PE	✓
Portugal Investment I	Saratoga Capital	PE	✓
Portugal Liquid Opportunities, FCR	Oxy Capital	PE	✓
Portugal Opportunity Fund I	STAG Fund Management	PE	✓
Portugal Panorama	FundBox SCR	PE	✓
Portugal Prime Fund	Biz Capital SGOIC	PE	✓
Portugal Select	BlueCrow Capital	PE	✓
Portuguese Agrobusiness Fund	BlueCrow Capital	PE	✓
Prime Insight Fund	Insight Venture	PE	✓
Private Equity Credits & Bonds Fund	Quadrantis Capital	PE	✓
Sharing II	Green One Capital	PE	✓
Short Term Fund	BlueCrow Capital	PE	✓
Solar Future Fund III	Green One Capital	PE	✓
Tagilde Capital	FundBox SCR	PE	✓
Terra Nova	Quadrantis Capital	PE	✓
Terralis	OW Ventures SCR	VC	✓
Unbound	3 Comma Capital	PE	✓
Valoris Capital Markets Fund	Magnify Capital Partners	PE	✓
Ventures.eu	Ventures.eu	VC	✓
Verdi	Green One Capital	PE	✓
Vida Fund II	STAG Fund Management	PE	✓
impACT NOW FCR Investment Fund	Heed Capital SGOIC	VC	✓

Fund Name	Fund Manager	Type	US Eligible
10 Marcha	C2 Capital Partners	VC	✓
AgroInova	Lince Capital	PE	✓
Albatross	Lince Capital	PE	✓
Ando Europe	Oxy Capital	PE	✓
Art	STAG Fund Management	PE	✓
Atlantic Bond Fund	3 Comma Capital	PE	✓
Atlantic Open-Ended Fund	C2 Capital Partners	PE	✓
Aurora	Magnify Capital Partners	PE	✓
Basalto	STAG Fund Management	PE	✓
BlueWater Capital	Insight Venture	VC	✓
Boards	FundBox SCR	PE	✓
Bom Porto	Quadrantis Capital	PE	✓
COREangels Atlantic	COREangels Atlantic	VC	✓
Capital Green III	Finpropcapital	PE	✓
Ceres II	Magnify Capital Partners	PE	✓
Consolidar	Inter Risco	PE	✓
Container	Celtis Venture Partners	PE	✓
Costa Vicentina	Magnify Capital Partners	PE	✓
Crown Insight	Insight Venture	PE	✓
Da Gama	Magnify Capital Partners	PE	✓
Digital Insight	Insight Venture	VC	✓
Dipalo	BlueCrow Capital	PE	✓
EQTY Global Growth II	STAG Fund Management	PE	✓
Emerald Green Capital Fund	STAG Fund Management	PE	✓
EquiMax	Quadrantis Capital	PE	✓
Europa	FundBox SCR	PE	✓
Explorer V	Explorer Investments	PE	✓
FCR Hospitality	Quadrantis Capital	PE	✓
First Pharma	STAG Fund Management	PE	✓
Flex Space Fund	Insula Capital SGOIC	PE	✓
Football Strategies	BlueCrow Capital	PE	✓
Fortitude Special Situations II	Fortitude Capital	PE	✓
Future European Financials Opportunities	Quadrantis Capital	PE	✓
Global European Cinema Fund	Quadrantis Capital	PE	✓
Golden Horizon	Quadrantis Capital	PE	✓
Golden Leisure	Green One Capital	PE	✓
Golden Prosperity	Green One Capital	PE	✓
GreenTech II	Iberis Capital	PE	✓
Greenpower	Biz Capital SGOIC	PE	✓
GreyTech III	Iberis Capital	PE	✓
Haven	Magnify Capital Partners	PE	✓
Heed Climate Tech Fund	Heed Capital SGOIC	PE	✓
Heed Top Investment Fund	Heed Capital SGOIC	PE	✓
Hermes	BlueCrow Capital	PE	✓
Horizon	Octanova	PE	✓
Hotel Invest Fund FCR	FundBox SCR	PE	✓
IMGA Ações Portugal Fund	IMGA	PE	✗
IMGA Futurum Tech Fund	IMGA	VC	✗
IMGA Portuguese Corporate Debt Fund	IMGA	PE	✗
IMGA Silver Domus Fund	IMGA	PE	✗
IRC Fund	FundBox SCR	PE	✓
Iberian Net Zero	STAG Fund Management	PE	✓
InDexed	Celtis Venture Partners	PE	✓
Indico VC Fund II	Indico Capital Partners	VC	✓
LX Launch Ventures	Celtis Venture Partners	VC	✓
Lakeview Fund	Visadoro	PE	✓
Legacy Buyout	C2 Capital Partners	PE	✓
LegacyWheels	Green One Capital	PE	✓
Lince Growth Fund I, FCR	Lince Capital	PE	✓
Lince Yield Fund, FCR	Lince Capital	PE	✓
Mercan Private Equity Fund II	Finpropcapital	PE	✓
Mercúrio Fund II, FCR	Oxy Capital	PE	✓
New Frontiers Energy	FundBox SCR	PE	✓
Next Tech	BlueCrow Capital	VC	✓
Novus	Magnify Capital Partners	PE	✓
Optimize Portugal Golden Opportunities	Optimize Investment Partners	PE	✓
PEEIF III	Quadrantis Capital	PE	✓
Pela Terra II Regenerate Fund	STAG Fund Management	PE	✓
Portugal Future Fund	Quadrantis Capital	PE	✓
Portugal Golden Growth Fund	3 Comma Capital	PE	✓
Portugal Golden Income	3 Comma Capital	PE	✓
Portugal Investment I	Saratoga Capital	PE	✓
Portugal Liquid Opportunities, FCR	Oxy Capital	PE	✓
Portugal Opportunity Fund I	STAG Fund Management	PE	✓
Portugal Panorama	FundBox SCR	PE	✓
Portugal Prime Fund	Biz Capital SGOIC	PE	✓
Portugal Select	BlueCrow Capital	PE	✓
Portuguese Agrobusiness Fund	BlueCrow Capital	PE	✓
Prime Insight Fund	Insight Venture	PE	✓
Private Equity Credits & Bonds Fund	Quadrantis Capital	PE	✓
Sharing II	Green One Capital	PE	✓
Short Term Fund	BlueCrow Capital	PE	✓
Sixty Degrees Ações Portugal Fund	Sixty Degrees SGOIC	PE	✗
Solar Future Fund III	Green One Capital	PE	✓
Tagilde Capital	FundBox SCR	PE	✓
Terra Nova	Quadrantis Capital	PE	✓
Terralis	OW Ventures SCR	VC	✓
Unbound	3 Comma Capital	PE	✓
Valoris Capital Markets Fund	Magnify Capital Partners	PE	✓
Ventures.eu	Ventures.eu	VC	✓
Verdi	Green One Capital	PE	✓
Vida Fund II	STAG Fund Management	PE	✓
impACT NOW FCR Investment Fund	Heed Capital SGOIC	VC	✓

Category	Points
Fund Basics	7
Fees & Returns	10
Fund Size & Scale	3
Investment Strategy	7
Regulatory & Compliance	5
Fund Manager Profile	5
US Investor Specific	10
Credibility Signals	9
Client-Specific Alignment	5
Total	61

Compare 80+ Screened Funds with a 61-Point Scorecard Directory

How to secure your senior-level coordination

Why clients choose us over other agencies

What’s inside the Investor Portal

What is the 61-point Fund Scorecard

Who founded Advisors Portugal

Need Support Getting the Golden Visa?

US Eligible Golden Visa Funds (86)

Compare Golden Visa Funds (4,278 Pairs)

Portugal Golden Visa Investment Funds (93)

61-Point Due Diligence Framework

What Most Advisors Can Tell You (Tier 1)

What We Provide (Tier 2)

9 Scorecard Categories (61 Metrics Total)

Compare 80+ Screened Funds
with a 61-Point Scorecard Directory

How to secure your
senior-level coordination

Need Support Getting
the Golden Visa?