Overview
Goldenstone Partners Capital is a closed-ended, vintage private credit fund managed by Goldenstone Partners, available to wholesale investors only. It pursues a debt-based investment strategy focused on New Zealand's technology, education, renewable energy, and tourism sectors, investing primarily in projects associated with Apex Group. The fund targets a regular income return to investors, though this is a target only and not a forecast or guarantee, with capital at risk. It appears on the NZTE Acceptable Managed Funds list and is eligible for the Active Investor Plus visa under the growth category.
Fund Overview
Debt-based investment strategy focused on New Zealand's technology, education, renewable energy and tourism sectors, investing primarily in projects associated with Apex Group. Open to wholesale investors, including those seeking NZ residency under the Active Investor Plus visa. Targets a hurdle return to investors of 6.00% per annum (target only — not a forecast or guarantee; capital is at risk).
Asset Class
Private Credit
Between Vintages
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Quick Info
This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.
Frequently Asked Questions
What is Goldenstone Partners Capital?
Debt-based investment strategy focused on New Zealand's technology, education, renewable energy and tourism sectors, investing primarily in projects associated with Apex Group. Open to wholesale investors, including those seeking NZ residency under the Active Investor Plus visa. Targets a hurdle return to investors of 6.00% per annum (target only — not a forecast or guarantee; capital is at risk).
Who manages Goldenstone Partners Capital?
Goldenstone Partners Capital is managed by Goldenstone Partners (NZBN 9429053332387). Manager registration on the Financial Service Providers Register is a legal requirement under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and does not itself constitute an endorsement.
What asset class is Goldenstone Partners Capital?
Goldenstone Partners Capital is classified as Private Credit on Wholesale Investor NZ. Asset-class classification reflects the fund's stated investment focus per its Information Memorandum and is provided for navigation purposes only — review the IM for the full strategy and risk profile.
Is Goldenstone Partners Capital evergreen or a closed-end fund?
Goldenstone Partners Capital is a closed-end fund — it raises capital during a defined vintage window and runs to fund maturity. Capital is typically returned via distributions during operation and a final wind-up at fund maturity. Check whether a current vintage is open before applying.
Is Goldenstone Partners Capital wholesale-only?
Yes — Goldenstone Partners Capital is offered on a wholesale-only basis under Schedule 1 of the Financial Markets Conduct Act 2013. Subscription requires self-certification under one of the seven Schedule 1 pathways (typically the NZ$5M net-assets "large person" pathway or an accountant- or lawyer-signed eligible-investor certificate per Clauses 38-40). Wholesale-only funds do not publish a retail Product Disclosure Statement and do not appear on the Disclose Register.
Is Goldenstone Partners Capital eligible for the Active Investor Plus (AIP) visa?
Goldenstone Partners Capital is flagged as AIP-eligible on Wholesale Investor NZ, indicating it appears (or has appeared) on NZTE's Acceptable Managed Funds list for AIP visa applicants. The visa requires NZ$5M (Growth Category, 36-month hold) or NZ$10M (Balanced Category, 60-month hold) in acceptable investments held continuously for the full period. Eligibility determination sits with NZTE + Immigration NZ — verify against the live NZTE list before relying on this classification, and see our AIP eligibility guide for the full statutory framework.
Where can I read the IM or PDS for Goldenstone Partners Capital?
Goldenstone Partners Capital is a wholesale-only fund and the manager does not publish a retail-accessible Information Memorandum on Wholesale Investor NZ. Wholesale-only funds typically share the IM directly with prospective investors after a Schedule 1 self-certification under the Financial Markets Conduct Act 2013. Contact the manager to request the IM and the certification process.