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US Investor Testimonials: Why Americans Choose Explorer’s CMVM-Regulated Funds for Portugal’s Golden Visa (2025)

By André Bandeira, Investor Relations - Explorer Investments

Real stories, real governance. Below I share verified testimonials from American investors who obtained or are pursuing Portugal’s Golden Visa through CMVM-regulated funds managed by Explorer - plus process, compliance, and frequent questions.

€1.8B

Assets Under Management

As of 17 Oct 2025

98+

Assets

38

Exits

4.9/5

Average Rating (US)

127 reviews

Context & Trust Signals

The fund route is now the preferred path among sophisticated applicants - particularly Americans seeking a clean, compliant residency plan with institutional governance and reporting.

We put Golden Visa investors alongside institutions. Same governance, same discipline - with transparent reporting and skin in the game.

US Investor Testimonials (3 Cases)

John D.

CaliforniaTech Founder • Family of 4

Governance & Clear Exit Windows

Explorer was the only manager that felt truly institutional. We saw the discipline in exits and the clarity on lock-ups/redemptions - that made the difference.

Priya S.

New YorkWealth Manager • Dual Strategy

FATCA-Aware, PFIC-Ready

The fund team understood US reporting from day one. FATCA/KYC was straightforward, PFIC statements were available - no headaches with my CPA.

Michael R.

TexasFamily Office • Diversification

Institutional Co-Investment

Co-investing alongside institutions gave us confidence on diligence and oversight. It’s not marketing - it’s a real platform.

Why Funds Lead in 2025

Investor Advantages

  • CMVM-regulated structures; professional oversight
  • Diversified exposure vs single-asset risk
  • Transparent reporting; audit & governance
  • Eligibility aligned with ARI criteria

Explorer in Practice

  • Minimum investment: €500,000
  • AUM: €1.8BExits: 38
  • Prova social: média 4.9/5 (127+ reviews)

US Compliance (FATCA/PFIC)

As a US investor, validate fund acceptance of US Persons and request FATCA/PFIC documentation. Our team coordinates with your CPA and immigration counsel to keep the file clean.

FATCA-aware onboardingPFIC statementsInstitutional KYC/AMLCustodian coordination

How the Process Works

Free Consultation

Discuss goals, timeline, family inclusion.

Compliance Review

KYC/AML, US reporting needs, fund docs.

Subscription & Filing

Fund subscription; AIMA application & biometrics.

Ongoing Support

Renewals, reporting, and path to citizenship.

FAQs (What Americans Ask Me Daily)

Minimum investment?

€500,000 into a qualifying CMVM-regulated fund.

Physical presence in Portugal?

Typically 7 days/year to maintain residency (confirm current rules).

Family inclusion?

Spouse and dependent children (and, in specific cases, dependent parents).

Citizenship timeline?

Potential eligibility after 5 years of residency, subject to language and legal requirements.

Why Explorer?

Institutional platform, disciplined governance, and investor alignment (skin in the game).

This article is general information, not legal or tax advice. Always review the prospectus and seek independent counsel.

Book a Private Consultation

Speak directly with me or a senior colleague. We’ll map your residency goals to a compliant, institution-grade investment plan.

Book a Free Strategy Session

Why Choose Explorer Investments

Real Returns

Institutional-grade performance with disciplined value creation.

Secure & Regulated

CMVM oversight and 20+ years operating in Portugal.

Minimal Stay

Maintain residency with approximately 7 days per year.

Family Coverage

Include spouse and dependent children under the same visa.

Fast Track to Citizenship

Permanent residency after 5 years; citizenship application thereafter.

Full EU Access

Live, work, and travel throughout the European Union.

Download the Golden Visa Guide 2025 - Free

Get your complete, free guide to the Portuguese Golden Visa. Learn how to invest with confidence through Explorer Investments, the country's largest private equity fund.

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