Serra Stone Portugal Fund

A CMVM-regulated private equity fund. Secure your future and unlock growth in Europe through a Golden Visa-eligible investment vehicle.

Key Metrics

€20m Target Fund Size
>15% Target IRR (All Share Classes)
€500k Minimum Investment (Golden Visa)
7 Years Fund Duration
CMVM Regulated by Portuguese Securities Commission
0–10% Withholding Tax (0% for Non-Residents)

Compelling Reasons to Invest

Portugal Golden Visa

Live, work, and study in Portugal with visa-free Schengen travel for your entire family. Only 7 days annual residency required. Pathway to EU citizenship after 5–6 years.

Potential Tax Efficiencies

Access to Portugal's Non-Habitual Resident (NHR) scheme with potential 10-year tax exemptions on income and capital gains. Non-resident investors may benefit from 0% withholding tax on dividends.

Financial Potential

Targeting >15% IRR over the fund life with distributions starting as soon as year 3. Diversified exposure to European, Euro- and Pound-denominated private equity assets.

High-Growth Market Exposure

Gain direct exposure to high-growth, mid-market businesses across Southern Europe and the UK. This strategic allocation targets a >15% IRR and a 2-3x MOIC, delivering robust returns by capitalizing on underserved market inefficiencies and rigorous operational scaling.

LP Portal

Secure access for existing investors

Contact Us

Contact our team for more information regarding the Serra Stone Portugal Fund, eligibility, and offering materials.

85 Great Portland Street
London, England W1W 7LT, GB

info@sovereignstonecap.com

This document does not replace a thorough review of the Fund's Key Investor Information Document (KIID) or Prospectus, both of which are available at www.imga.pt and www.cmvm.pt. Past performance is not indicative of future results. Investments in the Fund carry risk, including the potential loss of capital. The Fund is not a capital-guaranteed product. This Presentation is intended only for persons who may lawfully receive it under applicable laws and regulations. Additional verification is necessary; investors should not rely solely on this information without conducting their own research and consulting with appropriate advisors.