# Wholesale Investor NZ — full content index for AI crawlers # Site: https://wholesaleinvestor.co.nz # Overview: https://wholesaleinvestor.co.nz/llms.txt # Sitemap: https://wholesaleinvestor.co.nz/sitemap.xml # Generated: 2026-06-17 # Counts: # offers: 71 # providers: 89 # funds: 119 # asset classes: 12 # platforms: 3 # blog posts: 4 # comparisons: 7 # Machine-readable endpoints (per offer / per provider): # /api/offer/{slug}/facts.json # /api/offer/{slug}/summary.md # /api/provider/{slug}/facts.json # /api/provider/{slug}/summary.md # Standard pages https://wholesaleinvestor.co.nz/ Homepage — wholesale investment directory https://wholesaleinvestor.co.nz/offers All current investment offers https://wholesaleinvestor.co.nz/providers All fund managers https://wholesaleinvestor.co.nz/funds All funds https://wholesaleinvestor.co.nz/asset-classes Asset class index https://wholesaleinvestor.co.nz/platforms All platforms https://wholesaleinvestor.co.nz/wealth-managers Wealth managers https://wholesaleinvestor.co.nz/angel-networks Angel networks https://wholesaleinvestor.co.nz/venture-capital Venture capital hub https://wholesaleinvestor.co.nz/aip-investor-visa Active Investor Plus visa guide https://wholesaleinvestor.co.nz/aip-eligible-funds AIP-eligible fund directory https://wholesaleinvestor.co.nz/pie-structure PIE fund structure guide https://wholesaleinvestor.co.nz/portfolio-builder Portfolio allocation tool https://wholesaleinvestor.co.nz/qualify Wholesale investor qualification https://wholesaleinvestor.co.nz/about About Wholesale Investor NZ https://wholesaleinvestor.co.nz/partners Partner directory https://wholesaleinvestor.co.nz/contact Contact us https://wholesaleinvestor.co.nz/disclaimer FMA disclaimer https://wholesaleinvestor.co.nz/privacy Privacy policy https://wholesaleinvestor.co.nz/terms Terms of service https://wholesaleinvestor.co.nz/uk-pension-transfers QROPS / UK pension transfers # Comparison pages (FMA-compliant /compare/[a-vs-b]) https://wholesaleinvestor.co.nz/compare/private-credit-vs-term-deposits Private Credit vs Term Deposits: NZ Wholesale Investor Guide https://wholesaleinvestor.co.nz/compare/venture-capital-vs-private-equity Venture Capital vs Private Equity: NZ Wholesale Investor Guide https://wholesaleinvestor.co.nz/compare/private-credit-vs-property Private Credit vs Property: NZ Wholesale Investor Guide https://wholesaleinvestor.co.nz/compare/pie-vs-lp-structure PIE vs Limited Partnership: NZ Fund Structure Guide https://wholesaleinvestor.co.nz/compare/wholesale-vs-retail-funds Wholesale vs Retail Funds: NZ Investor Guide https://wholesaleinvestor.co.nz/compare/first-mortgage-vs-mezzanine-debt First Mortgage vs Mezzanine Debt: NZ Wholesale Investor Guide https://wholesaleinvestor.co.nz/compare/managed-funds-vs-wholesale Managed Funds vs Wholesale Funds: NZ Investor Guide # Asset class hubs https://wholesaleinvestor.co.nz/asset-classes/agriculture Agriculture https://wholesaleinvestor.co.nz/asset-classes/bonds Bonds & Fixed Income https://wholesaleinvestor.co.nz/asset-classes/forestry Forestry https://wholesaleinvestor.co.nz/asset-classes/fund-of-funds Fund of Funds https://wholesaleinvestor.co.nz/asset-classes/infrastructure Infrastructure https://wholesaleinvestor.co.nz/asset-classes/equities Listed Equities https://wholesaleinvestor.co.nz/asset-classes/multi-asset Multi-Asset & Diversified https://wholesaleinvestor.co.nz/asset-classes/private-credit Private Credit https://wholesaleinvestor.co.nz/asset-classes/private-equity Private Equity https://wholesaleinvestor.co.nz/asset-classes/property Property https://wholesaleinvestor.co.nz/asset-classes/property-development Property Development https://wholesaleinvestor.co.nz/asset-classes/venture-capital Venture Capital # Offers (current investment opportunities) # Each offer also has /api/offer/{slug}/facts.json and /api/offer/{slug}/summary.md https://wholesaleinvestor.co.nz/offers/blossum-wholesale-fund Blossum Wholesale Fund — Blossum (Private Credit) https://wholesaleinvestor.co.nz/offers/midlands-income-wholesale-fund Midlands Income Wholesale Fund — Midlands Funds Management (Private Credit) https://wholesaleinvestor.co.nz/offers/finbase-direct-lending-opportunities Finbase Direct Lending Opportunities — Finbase (Private Credit) https://wholesaleinvestor.co.nz/offers/awatea-forest-fund Awatea Forest Fund — Roger Dickie (Forestry) https://wholesaleinvestor.co.nz/offers/booster-innovation-fund Booster Innovation Fund — Booster (Venture Capital) https://wholesaleinvestor.co.nz/offers/squirrel-specialised-income-fund Squirrel Specialised Income Fund — Squirrel (Private Credit) https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-home-loan-fund Squirrel Wholesale Home Loan Fund — Squirrel (Private Credit) https://wholesaleinvestor.co.nz/offers/blairlogie-pine-investment-lp Blairlogie Pine Investment LP — Forest Enterprises (Forestry) https://wholesaleinvestor.co.nz/offers/obsidian-contributory-mortgage-scheme Obsidian Contributory Mortgage Scheme — Obsidian Group (Private Credit) https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-construction-loan-fund Squirrel Wholesale Construction Loan Fund — Squirrel (Private Credit) https://wholesaleinvestor.co.nz/offers/active-long-term-growth-fund Active Long Term Growth Fund — ForthCo (Private Equity) https://wholesaleinvestor.co.nz/offers/acif-nz-investment-fund ACIF NZ Investment Fund — ACIF (Fund of Funds) https://wholesaleinvestor.co.nz/offers/aanz AANZ — Aviation Aerospace New Zealand (Infrastructure) https://wholesaleinvestor.co.nz/offers/netcredit-unit-trust NetCredit Unit Trust — NetFunds (Private Credit) https://wholesaleinvestor.co.nz/offers/newland-credit-fund Newland Credit Fund — Newland (Private Credit) https://wholesaleinvestor.co.nz/offers/ma-nz-growth-fund MA NZ Growth Fund — Elevation Capital (Fund of Funds) https://wholesaleinvestor.co.nz/offers/shaw-and-partners-active-investor-plus-portfolio Shaw and Partners Active Investor Plus Portfolio — Shaw and Partners (Fund of Funds) https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-v-renewable-energy Pacific Channel Fund V (Renewable Energy) — Pacific Channel (Infrastructure) https://wholesaleinvestor.co.nz/offers/arc-capital ARC Capital — ARC Capital (Fund of Funds) https://wholesaleinvestor.co.nz/offers/gd1-fund-4-lp GD1 Fund 4 LP — GD1 (Venture Capital) https://wholesaleinvestor.co.nz/offers/movac-growth-opportunity-fund-fund-8 Movac Growth Opportunity Fund (Fund 8) — Movac (Venture Capital) https://wholesaleinvestor.co.nz/offers/iv-sustainable-technology-fund IV Sustainable Technology Fund — Icehouse Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/altered-capital-venture-fund-ii Altered Capital Venture Fund II — Altered Capital (Venture Capital) https://wholesaleinvestor.co.nz/offers/brand-fund-2-by-previously-unavailable-and-icehouse-ventures Brand Fund 2 by Previously Unavailable and Icehouse Ventures — Previously Unavailable (Venture Capital) https://wholesaleinvestor.co.nz/offers/bridgewest-venture-fund-1-lp Bridgewest Venture Fund 1 LP — Bridgewest Group (Venture Capital) https://wholesaleinvestor.co.nz/offers/cultivate-ventures-limited-partnership Cultivate Ventures Limited Partnership — Cultivate Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/ecliptic-venture-capital-lp Ecliptic Venture Capital LP — Ecliptic Venture Capital (Venture Capital) https://wholesaleinvestor.co.nz/offers/mai-toa-fund-1 Maūi Toa Fund 1 — Maūi Toa (Venture Capital) https://wholesaleinvestor.co.nz/offers/motion-capital Motion Capital — Motion Capital (Venture Capital) https://wholesaleinvestor.co.nz/offers/new-zealand-fintech-fund New Zealand Fintech Fund — Point16 (Venture Capital) https://wholesaleinvestor.co.nz/offers/nuance-connected-capital Nuance Connected Capital — Nuance Connected Capital (Venture Capital) https://wholesaleinvestor.co.nz/offers/nzvc-fund-2 NZVC Fund 2 — NZVC (Venture Capital) https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-iii Pacific Channel Fund III — Pacific Channel (Infrastructure) https://wholesaleinvestor.co.nz/offers/quidnet-ventures-fund-ii Quidnet Ventures Fund II — Quidnet Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/ryft-fund-zero Ryft Fund Zero — Ryft (Venture Capital) https://wholesaleinvestor.co.nz/offers/wnt-ventures-fund-4 WNT Ventures Fund 4 — WNT Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/fidelity-capital-sustainable-energy-fund Fidelity Capital Sustainable Energy Fund — Fidelity Capital Partners (Infrastructure) https://wholesaleinvestor.co.nz/offers/mat-karihi-fund Matū Karihi Fund — Matū Karihi (Venture Capital) https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv-lp Icehouse Ventures Seed Fund IV LP — Icehouse Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/de-capital-fund DE Capital Fund — DE Capital (Private Equity) https://wholesaleinvestor.co.nz/offers/henton-fund-2 Henton Fund 2 — Henton Capital (Private Equity) https://wholesaleinvestor.co.nz/offers/peninsula-credit-fund-ii-lp Peninsula Credit Fund II LP — Peninsula Capital (Private Credit) https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-debt-2 Pioneer Capital Private Debt 2 — Pioneer Capital (Private Credit) https://wholesaleinvestor.co.nz/offers/kkp-responsible-investment-fund Kākāpō Responsible Investment Fund — Bancorp (Fund of Funds) https://wholesaleinvestor.co.nz/offers/seedling-next-gen-agri-limited-partnership Seedling Next Gen Agri Limited Partnership — Seedling (Venture Capital) https://wholesaleinvestor.co.nz/offers/southern-alps-retirement-living-sunrise-fund Southern Alps Retirement Living Sunrise Fund — Southern Alps (Property) https://wholesaleinvestor.co.nz/offers/greener-pastures-diversified-fund Greener Pastures Diversified Fund — Greener Pastures New Zealand (Agriculture) https://wholesaleinvestor.co.nz/offers/greener-pastures-kiwifruit-fund Greener Pastures Kiwifruit Fund — Greener Pastures New Zealand (Agriculture) https://wholesaleinvestor.co.nz/offers/alvarium-active-investor-plus-service Alvarium Active Investor Plus Service — Alvarium (Fund of Funds) https://wholesaleinvestor.co.nz/offers/craigs-immigration-nz-investment-service Craigs Immigration NZ Investment Service — Craigs Investment Partners (Fund of Funds) https://wholesaleinvestor.co.nz/offers/hunter-diversified-private-credit-fund Hunter Diversified Private Credit Fund — Hunter Capital (Private Credit) https://wholesaleinvestor.co.nz/offers/forsyth-barr-aip-managed-funds-account Forsyth Barr AIP Managed Funds Account — Forsyth Barr (Fund of Funds) https://wholesaleinvestor.co.nz/offers/jmi-wealth-active-investor-plus-portfolio JMI Wealth Active Investor Plus Portfolio — JMI Wealth (Fund of Funds) https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-equity-v Pioneer Capital Private Equity V — Pioneer Capital (Private Equity) https://wholesaleinvestor.co.nz/offers/greenmount-co-investment-fund-no1-lp Greenmount Co-Investment Fund No.1 LP — Greenmount Capital (Fund of Funds) https://wholesaleinvestor.co.nz/offers/greenmount-capital-new-economy-fund-lp Greenmount Capital New Economy Fund LP — Greenmount Capital (Venture Capital) https://wholesaleinvestor.co.nz/offers/gd1-fund-3-lp GD1 Fund 3 LP — GD1 (Venture Capital) https://wholesaleinvestor.co.nz/offers/pcg-diversified-new-zealand-private-debt-fund PCG Diversified New Zealand Private Debt Fund — PCG (Private Credit) https://wholesaleinvestor.co.nz/offers/2040-ventures-climate-fund 2040 Ventures Climate Fund — 2040 Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/williams-corporation-completed-homes-lp Williams Corporation Completed Homes LP — Williams Corporation (Private Credit) https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv Icehouse Ventures Seed Fund IV — Icehouse Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/myfarm-kiwifruit-fund-limited-partnership MyFarm KiwiFruit Fund Limited Partnership — MyFarm Investments (Agriculture) https://wholesaleinvestor.co.nz/offers/cquest-forestry-fund-limited-partnership CQuest Forestry Fund Limited Partnership — MyFarm Investments (Forestry) https://wholesaleinvestor.co.nz/offers/finbase-pie-fund Finbase PIE Fund — Finbase (Private Credit) https://wholesaleinvestor.co.nz/offers/williams-corporation-first-mortgage-investments Williams Corporation First Mortgage Investments — Williams Corporation (Private Credit) https://wholesaleinvestor.co.nz/offers/williams-corporation-capital Williams Corporation Capital — Williams Corporation (Private Credit) https://wholesaleinvestor.co.nz/offers/jasper-industrial-income-plus-fund-10 Jasper Industrial Income Plus Fund 1.0 — Jasper (Property) https://wholesaleinvestor.co.nz/offers/fmt-wholesale-fund FMT Wholesale Fund — First Mortgage Trust (Private Credit) https://wholesaleinvestor.co.nz/offers/castlerock-partners-fund Castlerock Partners Fund — Castlerock Partners (Private Equity) https://wholesaleinvestor.co.nz/offers/2040-ventures-punakaiki-fund 2040 Ventures Punakaiki Fund — 2040 Ventures (Venture Capital) https://wholesaleinvestor.co.nz/offers/myfarm-solar-fund-limited-partnership MyFarm Solar Fund Limited Partnership — MyFarm Investments (Infrastructure) # Providers (fund managers, wealth managers, angel networks) # Each provider also has /api/provider/{slug}/facts.json and /api/provider/{slug}/summary.md https://wholesaleinvestor.co.nz/providers/2040-ventures 2040 Ventures — VC Fund Manager https://wholesaleinvestor.co.nz/providers/aam AAM — Fund Manager https://wholesaleinvestor.co.nz/providers/acif ACIF — Fund Manager https://wholesaleinvestor.co.nz/providers/altered-capital Altered Capital — VC Fund Manager https://wholesaleinvestor.co.nz/providers/alvarium Alvarium — Wealth Manager https://wholesaleinvestor.co.nz/providers/amber-partners Amber & Partners — Fund Manager https://wholesaleinvestor.co.nz/providers/angel-investors-marlborough Angel Investors Marlborough — Angel Network https://wholesaleinvestor.co.nz/providers/angelhq AngelHQ — Angel Network https://wholesaleinvestor.co.nz/providers/arc-capital ARC Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/aviation-aerospace-new-zealand Aviation Aerospace New Zealand — Fund Manager https://wholesaleinvestor.co.nz/providers/bancorp Bancorp — Fund Manager https://wholesaleinvestor.co.nz/providers/begroup BeGroup — Fund Manager https://wholesaleinvestor.co.nz/providers/blossum Blossum — Fund Manager https://wholesaleinvestor.co.nz/providers/blue-ocean-capital Blue Ocean Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/booster Booster — VC Fund Manager https://wholesaleinvestor.co.nz/providers/boston-me Boston ME — Fund Manager https://wholesaleinvestor.co.nz/providers/bridgewest-group Bridgewest Group — VC Fund Manager https://wholesaleinvestor.co.nz/providers/capital-connect Capital Connect — Fund Manager https://wholesaleinvestor.co.nz/providers/castlerock-partners Castlerock Partners — Fund Manager https://wholesaleinvestor.co.nz/providers/centuria Centuria — Fund Manager https://wholesaleinvestor.co.nz/providers/craigs-investment-partners Craigs Investment Partners — Wealth Manager https://wholesaleinvestor.co.nz/providers/cultivate-ventures Cultivate Ventures — VC Fund Manager https://wholesaleinvestor.co.nz/providers/de-capital DE Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/devon-funds Devon Funds Management — Fund Manager https://wholesaleinvestor.co.nz/providers/ecliptic-venture-capital Ecliptic Venture Capital — VC Fund Manager https://wholesaleinvestor.co.nz/providers/elevation-capital Elevation Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/enterprise-angels Enterprise Angels — Angel Network https://wholesaleinvestor.co.nz/providers/fidelity-capital-partners Fidelity Capital Partners — Fund Manager https://wholesaleinvestor.co.nz/providers/finbase Finbase — Direct Lender https://wholesaleinvestor.co.nz/providers/first-mortgage-trust First Mortgage Trust — Fund Manager https://wholesaleinvestor.co.nz/providers/flying-kiwi-angels Flying Kiwi Angels — Angel Network https://wholesaleinvestor.co.nz/providers/forest-enterprises Forest Enterprises — Fund Manager https://wholesaleinvestor.co.nz/providers/forsyth-barr Forsyth Barr — Wealth Manager https://wholesaleinvestor.co.nz/providers/forthco ForthCo — Fund Manager https://wholesaleinvestor.co.nz/providers/garrison-bridge Garrison Bridge — QROPS Provider https://wholesaleinvestor.co.nz/providers/gd1 GD1 — VC Fund Manager https://wholesaleinvestor.co.nz/providers/goldsmith Goldsmith — Fund Manager https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand Greener Pastures New Zealand — Fund Manager https://wholesaleinvestor.co.nz/providers/greenmount-capital Greenmount Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/henton-capital Henton Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/hunter-capital Hunter Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/icehouse-ventures Icehouse Ventures — VC Fund Manager https://wholesaleinvestor.co.nz/providers/investnow InvestNow — Retail Platform https://wholesaleinvestor.co.nz/providers/jmi-wealth JMI Wealth — Wealth Manager https://wholesaleinvestor.co.nz/providers/mainland-angel-investors Mainland Angel Investors — Angel Network https://wholesaleinvestor.co.nz/providers/mat-karihi Matū Karihi — VC Fund Manager https://wholesaleinvestor.co.nz/providers/mai-toa Maūi Toa — VC Fund Manager https://wholesaleinvestor.co.nz/providers/midlands-funds Midlands Funds Management — Fund Manager https://wholesaleinvestor.co.nz/providers/motion-capital Motion Capital — VC Fund Manager https://wholesaleinvestor.co.nz/providers/movac Movac — VC Fund Manager https://wholesaleinvestor.co.nz/providers/mtm-capital MTM Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/myfarm-investments MyFarm Investments — Fund Manager https://wholesaleinvestor.co.nz/providers/netfunds NetFunds — Fund Manager https://wholesaleinvestor.co.nz/providers/newland Newland — Fund Manager https://wholesaleinvestor.co.nz/providers/nexus-capital Nexus Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/norfolk-mortgage-trust Norfolk Mortgage Trust — First Mortgage Fund https://wholesaleinvestor.co.nz/providers/nuance-connected-capital Nuance Connected Capital — VC Fund Manager https://wholesaleinvestor.co.nz/providers/nz-britannia NZ Britannia — QROPS Provider https://wholesaleinvestor.co.nz/providers/nz-funds NZ Funds — QROPS Provider https://wholesaleinvestor.co.nz/providers/nzvc NZVC — VC Fund Manager https://wholesaleinvestor.co.nz/providers/obsidian-group Obsidian Group — Fund Manager https://wholesaleinvestor.co.nz/providers/outset Outset — Fund Manager https://wholesaleinvestor.co.nz/providers/pacific-channel Pacific Channel — VC Fund Manager https://wholesaleinvestor.co.nz/providers/pallas-capital Pallas Capital — Private Credit https://wholesaleinvestor.co.nz/providers/pcg PCG — Fund Manager https://wholesaleinvestor.co.nz/providers/peninsula-capital Peninsula Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/perennial Perennial — Fund Manager https://wholesaleinvestor.co.nz/providers/pg-investments PG Investments — Fund Manager https://wholesaleinvestor.co.nz/providers/pioneer-capital Pioneer Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/pmg-funds PMG Funds — Fund Manager https://wholesaleinvestor.co.nz/providers/point16 Point16 — VC Fund Manager https://wholesaleinvestor.co.nz/providers/previously-unavailable Previously Unavailable — VC Fund Manager https://wholesaleinvestor.co.nz/providers/purpose-capital Purpose Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/quarry-capital Quarry Capital — Property Syndicator https://wholesaleinvestor.co.nz/providers/quidnet-ventures Quidnet Ventures — VC Fund Manager https://wholesaleinvestor.co.nz/providers/ram-capital RAM Capital — Fund Manager https://wholesaleinvestor.co.nz/providers/ranfurly-superannuation Ranfurly Superannuation — QROPS Provider https://wholesaleinvestor.co.nz/providers/ranui Rānui — Fund Manager https://wholesaleinvestor.co.nz/providers/roger-dickie Roger Dickie — Fund Manager https://wholesaleinvestor.co.nz/providers/ryft Ryft — VC Fund Manager https://wholesaleinvestor.co.nz/providers/scw SCW — Fund Manager https://wholesaleinvestor.co.nz/providers/seedling Seedling — Fund Manager https://wholesaleinvestor.co.nz/providers/shaw-and-partners Shaw and Partners — Fund Manager https://wholesaleinvestor.co.nz/providers/southern-alps Southern Alps — Developer https://wholesaleinvestor.co.nz/providers/southern-cross-partners Southern Cross Partners — Fund Manager https://wholesaleinvestor.co.nz/providers/squirrel Squirrel — Fund Manager https://wholesaleinvestor.co.nz/providers/williams-corporation Williams Corporation — Developer https://wholesaleinvestor.co.nz/providers/wnt-ventures WNT Ventures — VC Fund Manager https://wholesaleinvestor.co.nz/providers/yes-capital Yes Capital — Fund Manager # Funds https://wholesaleinvestor.co.nz/funds/aam-corporate-loan-fund-iii AAM Corporate Loan Fund III — AAM https://wholesaleinvestor.co.nz/funds/aam-infrastructure-loan-fund AAM Infrastructure Loan Fund — AAM https://wholesaleinvestor.co.nz/funds/aanz AANZ — Aviation Aerospace New Zealand https://wholesaleinvestor.co.nz/funds/acif-nz-investment-fund ACIF NZ Investment Fund — ACIF https://wholesaleinvestor.co.nz/funds/active-long-term-growth-fund Active Long Term Growth Fund — ForthCo https://wholesaleinvestor.co.nz/funds/altered-capital-venture-fund-ii Altered Capital Venture Fund II — Altered Capital https://wholesaleinvestor.co.nz/funds/alvarium-active-investor-plus-service Alvarium Active Investor Plus Service — Alvarium https://wholesaleinvestor.co.nz/funds/amber-partners-infrastructure-nz-fund Amber & Partners Infrastructure NZ Fund (AIP APINZ LP) — Amber & Partners https://wholesaleinvestor.co.nz/funds/arc-capital ARC Capital — ARC Capital https://wholesaleinvestor.co.nz/funds/artesian-green-sustainable-bond-fund-wholesale Artesian Green & Sustainable Bond Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/awatea-forest-fund Awatea Forest Fund — Roger Dickie https://wholesaleinvestor.co.nz/funds/begroup-investments-ii-lp BeGroup Investments II LP — BeGroup https://wholesaleinvestor.co.nz/funds/blairlogie-pine-investment-limited-partnership Blairlogie Pine Investment Limited Partnership — Forest Enterprises https://wholesaleinvestor.co.nz/funds/blossum-aip-fund Blossum AIP Fund — Blossum https://wholesaleinvestor.co.nz/funds/blossum-wholesale-fund Blossum Wholesale Fund — Blossum https://wholesaleinvestor.co.nz/funds/blue-ocean-capital-group-plus-lp Blue Ocean Capital Group Plus Limited Partnership — Blue Ocean Capital https://wholesaleinvestor.co.nz/funds/booster-innovation-fund Booster Innovation Fund — Booster https://wholesaleinvestor.co.nz/funds/boston-me-economic-growth-fund Boston ME Economic Growth Fund — Boston ME https://wholesaleinvestor.co.nz/funds/brand-fund-2 Brand Fund 2 — Previously Unavailable https://wholesaleinvestor.co.nz/funds/bridgewest-venture-fund-1-lp Bridgewest Venture Fund 1 LP — Bridgewest Group https://wholesaleinvestor.co.nz/funds/capital-connect-aip Capital Connect — Capital Connect https://wholesaleinvestor.co.nz/funds/castlerock-partners-fund Castlerock Partners Fund — Castlerock Partners https://wholesaleinvestor.co.nz/funds/climate-venture-capital-fund Climate Venture Capital Fund — 2040 Ventures https://wholesaleinvestor.co.nz/funds/cquest-forestry-fund CQuest Forestry Fund — MyFarm Investments https://wholesaleinvestor.co.nz/funds/craigs-immigration-nz-investment-service Craigs Immigration NZ Investment Service — Craigs Investment Partners https://wholesaleinvestor.co.nz/funds/cultivate-ventures-limited-partnership Cultivate Ventures Limited Partnership — Cultivate Ventures https://wholesaleinvestor.co.nz/funds/dairy-enhancement-fund Dairy Enhancement Fund — Roger Dickie https://wholesaleinvestor.co.nz/funds/de-capital-fund DE Capital Fund — DE Capital https://wholesaleinvestor.co.nz/funds/devon-alpha-fund-wholesale Devon Alpha Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-australian-fund-wholesale Devon Australian Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-diversified-income-fund-wholesale Devon Diversified Income Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-dividend-yield-fund-wholesale Devon Dividend Yield Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-global-impact-bond-fund-wholesale Devon Global Impact Bond Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-global-sustainability-fund-wholesale Devon Global Sustainability Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-sustainability-fund-wholesale Devon Sustainability Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/devon-trans-tasman-fund-wholesale Devon Trans-Tasman Fund (Wholesale) — Devon Funds Management https://wholesaleinvestor.co.nz/funds/ecliptic-venture-capital-lp Ecliptic Venture Capital LP — Ecliptic Venture Capital https://wholesaleinvestor.co.nz/funds/emerald-timberland-impact-fund Emerald Timberland Impact Fund — Roger Dickie https://wholesaleinvestor.co.nz/funds/fidelity-sustainable-energy-fund Fidelity Capital Sustainable Energy Fund — Fidelity Capital Partners https://wholesaleinvestor.co.nz/funds/finbase-mortgage-program Finbase Mortgage Program — Finbase https://wholesaleinvestor.co.nz/funds/fmt-wholesale-fund FMT Wholesale Fund — First Mortgage Trust https://wholesaleinvestor.co.nz/funds/forsyth-barr-aip-managed-funds-account Forsyth Barr AIP Managed Funds Account — Forsyth Barr https://wholesaleinvestor.co.nz/funds/gd1-fund-3-lp GD1 Fund 3 LP — GD1 https://wholesaleinvestor.co.nz/funds/gd1-fund-4-lp GD1 Fund 4 LP — GD1 https://wholesaleinvestor.co.nz/funds/goldsmith-tourism-nz-lp Goldsmith Tourism NZ Limited Partnership — Goldsmith https://wholesaleinvestor.co.nz/funds/greener-pastures-diversified-fund Greener Pastures Diversified Fund — Greener Pastures New Zealand https://wholesaleinvestor.co.nz/funds/greener-pastures-kiwifruit-fund Greener Pastures Kiwifruit Fund — Greener Pastures New Zealand https://wholesaleinvestor.co.nz/funds/greenmount-capital-new-economy-fund-lp Greenmount Capital New Economy Fund LP — Greenmount Capital https://wholesaleinvestor.co.nz/funds/greenmount-co-investment-fund-no1-lp Greenmount Co-Investment Fund No.1 LP — Greenmount Capital https://wholesaleinvestor.co.nz/funds/henton-fund-2 Henton Fund 2 — Henton Capital https://wholesaleinvestor.co.nz/funds/hunter-diversified-private-credit-fund Hunter Diversified Private Credit Fund — Hunter Capital https://wholesaleinvestor.co.nz/funds/icehouse-ventures-seed-fund Icehouse Ventures Seed Fund — Icehouse Ventures https://wholesaleinvestor.co.nz/funds/icehouse-ventures-seed-fund-iv-lp Icehouse Ventures Seed Fund IV LP — Icehouse Ventures https://wholesaleinvestor.co.nz/funds/industrial-income-plus-fund Industrial Income Plus Fund — Jasper https://wholesaleinvestor.co.nz/funds/iv-sustainable-technology-fund IV Sustainable Technology Fund — Icehouse Ventures https://wholesaleinvestor.co.nz/funds/jmi-wealth-active-investor-plus-portfolio JMI Wealth Active Investor Plus Portfolio — JMI Wealth https://wholesaleinvestor.co.nz/funds/kkp-responsible-investment-fund Kākāpō Responsible Investment Fund — Bancorp https://wholesaleinvestor.co.nz/funds/ma-nz-growth-fund MA NZ Growth Fund — Elevation Capital https://wholesaleinvestor.co.nz/funds/mat-karihi-fund Matū Karihi Fund — Matū Karihi https://wholesaleinvestor.co.nz/funds/mai-toa-fund-1 Maūi Toa Fund 1 — Maūi Toa https://wholesaleinvestor.co.nz/funds/midlands-income-wholesale-fund Midlands Income Wholesale Fund — Midlands Funds Management https://wholesaleinvestor.co.nz/funds/motion-capital Motion Capital — Motion Capital https://wholesaleinvestor.co.nz/funds/movac-growth-7 Movac Growth 7 — Movac https://wholesaleinvestor.co.nz/funds/movac-growth-opportunity-fund Movac Growth Opportunity Fund — Movac https://wholesaleinvestor.co.nz/funds/mtm-capital-one MTM Capital One — MTM Capital https://wholesaleinvestor.co.nz/funds/myfarm-kiwifruit-fund MyFarm KiwiFruit Fund — MyFarm Investments https://wholesaleinvestor.co.nz/funds/myfarm-solar-fund MyFarm Solar Fund — MyFarm Investments https://wholesaleinvestor.co.nz/funds/netcredit-unit-trust NetCredit Unit Trust — NetFunds https://wholesaleinvestor.co.nz/funds/netequity-opportunities-fund-lp NetEquity Opportunities Fund LP — NetFunds https://wholesaleinvestor.co.nz/funds/new-zealand-fintech-fund New Zealand Fintech Fund — Point16 https://wholesaleinvestor.co.nz/funds/newland-credit-fund Newland Credit Fund — Newland https://wholesaleinvestor.co.nz/funds/nexus-capital-fund-1 Nexus Capital Fund 1 — Nexus Capital https://wholesaleinvestor.co.nz/funds/norfolk-mortgage-trust-fund Norfolk Mortgage Trust Fund — Norfolk Mortgage Trust https://wholesaleinvestor.co.nz/funds/nuance-connected-capital Nuance Connected Capital — Nuance Connected Capital https://wholesaleinvestor.co.nz/funds/nzvc-fund-2 NZVC Fund 2 — NZVC https://wholesaleinvestor.co.nz/funds/obsidian-contributory-mortgage-scheme Obsidian Contributory Mortgage Scheme — Obsidian Group https://wholesaleinvestor.co.nz/funds/outset-momentum-fund-i Outset Momentum Fund I — Outset https://wholesaleinvestor.co.nz/funds/pacific-channel-fund-iii Pacific Channel Fund III — Pacific Channel https://wholesaleinvestor.co.nz/funds/pacific-channel-fund-v Pacific Channel Fund V — Pacific Channel https://wholesaleinvestor.co.nz/funds/pallas-high-yield-mortgage-fund Pallas High Yield Mortgage Fund — Pallas Capital https://wholesaleinvestor.co.nz/funds/pallas-pftnz-feeder-fund Pallas PFTNZ Feeder Fund — Pallas Capital https://wholesaleinvestor.co.nz/funds/pallas-senior-mortgage-fund Pallas Senior Mortgage Fund — Pallas Capital https://wholesaleinvestor.co.nz/funds/pcg-diversified-new-zealand-private-debt-fund PCG Diversified New Zealand Private Debt Fund — PCG https://wholesaleinvestor.co.nz/funds/pcg-nz-economic-resilience-fund PCG New Zealand Economic Resilience Fund — PCG https://wholesaleinvestor.co.nz/funds/peninsula-credit-fund-ii-lp Peninsula Credit Fund II LP — Peninsula Capital https://wholesaleinvestor.co.nz/funds/perennial-roots Perennial Roots — Perennial https://wholesaleinvestor.co.nz/funds/pg-australian-equity-fund PG Australian Equity Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-balanced-fund PG Balanced Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-conservative-fund PG Conservative Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-global-alternatives-fund PG Global Alternatives Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-growth-fund PG Growth Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-high-conviction-fund PG High Conviction Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-income-opportunities-fund PG Income Opportunities Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-international-bond-fund PG International Bond Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-international-equity-fund PG International Equity Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-new-zealand-bond-fund PG New Zealand Bond Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-new-zealand-equity-fund PG New Zealand Equity Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-philanthropy-fund PG Philanthropy Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-property-infrastructure-fund PG Property and Infrastructure Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pg-strategic-growth-fund PG Strategic Growth Fund — PG Investments https://wholesaleinvestor.co.nz/funds/pioneer-capital-diversified-fund Pioneer Capital Diversified Fund — Pioneer Capital https://wholesaleinvestor.co.nz/funds/pioneer-capital-private-debt-2 Pioneer Capital Private Debt 2 — Pioneer Capital https://wholesaleinvestor.co.nz/funds/pioneer-capital-private-equity-v Pioneer Capital Private Equity V — Pioneer Capital https://wholesaleinvestor.co.nz/funds/punakaiki-fund Punakaiki Fund — 2040 Ventures https://wholesaleinvestor.co.nz/funds/purpose-capital Purpose Capital — Purpose Capital https://wholesaleinvestor.co.nz/funds/quidnet-ventures-fund-ii Quidnet Ventures Fund II — Quidnet Ventures https://wholesaleinvestor.co.nz/funds/ram-nz-credit-fund RAM NZ Credit Fund — RAM Capital https://wholesaleinvestor.co.nz/funds/ranui-sunshine-fund Rānui Sunshine Fund — Rānui https://wholesaleinvestor.co.nz/funds/ryft-fund-zero Ryft Fund Zero — Ryft https://wholesaleinvestor.co.nz/funds/scw-investment-fund-lp SCW Investment Fund Limited Partnership — SCW https://wholesaleinvestor.co.nz/funds/seedling-next-gen-agri-limited-partnership Seedling Next Gen Agri Limited Partnership — Seedling https://wholesaleinvestor.co.nz/funds/shaw-and-partners-active-investor-plus-portfolio Shaw and Partners Active Investor Plus Portfolio — Shaw and Partners https://wholesaleinvestor.co.nz/funds/southern-alps-retirement-living-sunrise-fund Southern Alps Retirement Living Sunrise Fund — Southern Alps https://wholesaleinvestor.co.nz/funds/squirrel-specialised-income-fund Squirrel Specialised Income Fund — Squirrel https://wholesaleinvestor.co.nz/funds/squirrel-wholesale-construction-loan-fund Squirrel Wholesale Construction Loan Fund — Squirrel https://wholesaleinvestor.co.nz/funds/squirrel-wholesale-home-loan-fund Squirrel Wholesale Home Loan Fund — Squirrel https://wholesaleinvestor.co.nz/funds/williams-corporation-lending-program Williams Corporation Lending Program — Williams Corporation https://wholesaleinvestor.co.nz/funds/wnt-ventures-fund-4 WNT Ventures Fund 4 — WNT Ventures https://wholesaleinvestor.co.nz/funds/yes-capital Yes Capital — Yes Capital # Platforms https://wholesaleinvestor.co.nz/platforms/84bec8e4-8853-4a3e-ac34-7ad7c7e682e0 Catalist https://wholesaleinvestor.co.nz/platforms/c3508235-85cc-4d73-ad12-f85c71cc0005 Snowball Effect https://wholesaleinvestor.co.nz/platforms/547fcc97-b473-45c8-a934-7cd470d96ab6 Syndex # Blog posts and guides https://wholesaleinvestor.co.nz/blog/wholesale-funds-nz-complete-guide-2026 Wholesale Funds NZ: Complete Guide for Investors in 2026 https://wholesaleinvestor.co.nz/blog/private-credit-market-outlook-2024 Private Credit Market Outlook 2025 https://wholesaleinvestor.co.nz/blog/understanding-wholesale-investor-criteria Understanding Wholesale Investor Criteria in New Zealand https://wholesaleinvestor.co.nz/blog/aip-eligible-investments-guide AIP Eligible Investments: Complete Guide # ════════════════════════════════════════════════════════════════════ # FULL CONTENT BUNDLE — per-entity summaries inlined below # ════════════════════════════════════════════════════════════════════ # ─────────────────────────────────────────────────────────────────── # PROVIDERS (89) # ─────────────────────────────────────────────────────────────────── ## https://wholesaleinvestor.co.nz/providers/2040-ventures # 2040 Ventures Evergreen venture capital fund and climate tech specialist with proven track record ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2013 | | AUM | NZD $110,000,000 | | FSP | [FSP288485](https://fsp-register.companiesoffice.govt.nz/search?q=FSP288485) | | Website | https://www.2040.co.nz | ## Funds - [Climate Venture Capital Fund](https://wholesaleinvestor.co.nz/funds/climate-venture-capital-fund) - [Punakaiki Fund](https://wholesaleinvestor.co.nz/funds/punakaiki-fund) ## Current offers - [2040 Ventures Climate Fund](https://wholesaleinvestor.co.nz/offers/2040-ventures-climate-fund) — Open - [2040 Ventures Punakaiki Fund](https://wholesaleinvestor.co.nz/offers/2040-ventures-punakaiki-fund) — Open ## Key people - Lance Wiggs — Founding Partner - Chris Humphreys — Founding Partner - Nadine Hill — Principal - Jez Weston — Investment Team Member - Rohan MacMahon — Investment Team Member - Cormac O'Brien — Investment Team Member ## Sources - https://www.2040.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP288485 - https://wholesaleinvestor.co.nz/providers/2040-ventures --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/aam # AAM Leading NZ private credit manager focused on corporate lending ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2015 | | AUM | NZD $200,000,000 | | FSP | [FSP1001167](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1001167) | | Website | https://www.aotea-am.co.nz | ## Funds - [AAM Corporate Loan Fund III](https://wholesaleinvestor.co.nz/funds/aam-corporate-loan-fund-iii) - [AAM Infrastructure Loan Fund](https://wholesaleinvestor.co.nz/funds/aam-infrastructure-loan-fund) ## Sources - https://www.aotea-am.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1001167 - https://wholesaleinvestor.co.nz/providers/aam --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/acif # ACIF Wholesale managed investment scheme focused on SMEs with proven AU$800M track record in Australia ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | AUM | AUD $800,000,000 | | Website | https://acifunds.co.nz | ## Funds - [ACIF NZ Investment Fund](https://wholesaleinvestor.co.nz/funds/acif-nz-investment-fund) ## Current offers - [ACIF NZ Investment Fund](https://wholesaleinvestor.co.nz/offers/acif-nz-investment-fund) — Open ## Key people - Nick Stewart — Director and Investment Manager ## Sources - https://acifunds.co.nz - https://wholesaleinvestor.co.nz/providers/acif --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/altered-capital # Altered Capital Growth-stage VC with $250m FUM and $1B FUA backing product-market fit companies ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | AUM | NZD $250,000,000 | | Website | https://www.alteredcapital.com | ## Funds - [Altered Capital Venture Fund II](https://wholesaleinvestor.co.nz/funds/altered-capital-venture-fund-ii) ## Current offers - [Altered Capital Venture Fund II](https://wholesaleinvestor.co.nz/offers/altered-capital-venture-fund-ii) — Fundraising ## Key people - McGregor Fea — Managing Partner - Marcus Traill — Founder and General Partner - Craig Mawdsley — Founding Partner - Stuart Inglis — Partner ## Sources - https://www.alteredcapital.com - https://wholesaleinvestor.co.nz/providers/altered-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/alvarium # Alvarium Alvarium is a New Zealand-owned financial ideas boutique offering bespoke wealth and asset management services to high-net-worth and ultra-high-net-worth private investors. With over 25 years of collective experience, the firm provides investment advice across alternative investments, managed portfolios, and real estate opportunities. Alvarium offers a tailored service for Active Investor Plus (AIP) visa investors, covering all approved asset classes — direct investments and managed funds — on one custodial platform with unified reporting. The firm also serves large-scale professional investors seeking alternative investments to complement existing portfolios. Licensed by the FMA as a Managed Investment Scheme Manager (FSP20861). ## Key facts | Attribute | Value | |---|---| | Type | Wealth Manager | | Location | Auckland, New Zealand | | Established | 1 Jan 1999 | | FSP | [FSP20861](https://fsp-register.companiesoffice.govt.nz/search?q=FSP20861) | | Website | https://alvarium.co.nz | ## Funds - [Alvarium Active Investor Plus Service](https://wholesaleinvestor.co.nz/funds/alvarium-active-investor-plus-service) ## Current offers - [Alvarium Active Investor Plus Service](https://wholesaleinvestor.co.nz/offers/alvarium-active-investor-plus-service) — Open ## Key people - Andrew Williams — Executive Director - John Berry — CEO Wealth NZ - Jeremy Ward — Portfolio Manager - Malcolm McKinnon — CEO - Paul Brownsey — Chief Investment Officer ## Sources - https://alvarium.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP20861 - https://wholesaleinvestor.co.nz/providers/alvarium --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/amber-partners # Amber & Partners Amber & Partners manages Amber & Partners Infrastructure NZ Fund (AIP APINZ LP), a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://www.amberinfrastructure.com | ## Funds - [Amber & Partners Infrastructure NZ Fund (AIP APINZ LP)](https://wholesaleinvestor.co.nz/funds/amber-partners-infrastructure-nz-fund) ## Sources - https://www.amberinfrastructure.com - https://wholesaleinvestor.co.nz/providers/amber-partners --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/angel-investors-marlborough # Angel Investors Marlborough Marlborough region angel network connecting local investors with early-stage ventures. AANZ member fostering regional entrepreneurship and investment. ## Key facts | Attribute | Value | |---|---| | Type | Angel Network | | Location | Marlborough | | Website | https://www.angelinvestorsmarlborough.co.nz | ## Key people - Richard Coon — Patron and Founding Chair - Tracy Atkin — Board Member ## Sources - https://www.angelinvestorsmarlborough.co.nz - https://wholesaleinvestor.co.nz/providers/angel-investors-marlborough --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/angelhq # AngelHQ Wellington's home for ambitious startups and passionate investors. Community of seasoned investors championing entrepreneurs with 95 members, $52M invested, and 180 portfolio companies. ## Key facts | Attribute | Value | |---|---| | Type | Angel Network | | Location | Wellington | | AUM | NZD $52,000,000 | | Website | https://www.angelhq.co.nz | ## Key people - Suse Reynolds — Founder ## Sources - https://www.angelhq.co.nz - https://wholesaleinvestor.co.nz/providers/angelhq --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/arc-capital # ARC Capital Specialist in aged care and healthcare sectors with conservative gearing and regular distributions ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2018 | | Website | https://arccapital.co.nz | ## Funds - [ARC Capital](https://wholesaleinvestor.co.nz/funds/arc-capital) ## Current offers - [ARC Capital](https://wholesaleinvestor.co.nz/offers/arc-capital) — Open ## Key people - Peter Leathem — Team Member - Tony Wai — CEO of Third Age Health - Jock Muir — Team Member - Olive Chen — CEO of NZ ARC Health - Lauretta Alessi — Clinical Director - Beini Guo — Team Member - Geoffrey Mark Shaw — Team Member - Harris Gu — Team Member - Howard Long — Team Member ## Sources - https://arccapital.co.nz - https://wholesaleinvestor.co.nz/providers/arc-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/aviation-aerospace-new-zealand # Aviation Aerospace New Zealand Part of Bancorp Wealth Management Group, offering conservative asset-backed helicopter leasing fund ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | Website | https://www.bancorp.co.nz | ## Funds - [AANZ](https://wholesaleinvestor.co.nz/funds/aanz) ## Current offers - [AANZ](https://wholesaleinvestor.co.nz/offers/aanz) — Open ## Sources - https://www.bancorp.co.nz - https://wholesaleinvestor.co.nz/providers/aviation-aerospace-new-zealand --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/bancorp # Bancorp Investment banking group with private equity and responsible investment focus ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2010 | | Website | https://www.bancorp.co.nz | ## Funds - [Kākāpō Responsible Investment Fund](https://wholesaleinvestor.co.nz/funds/kkp-responsible-investment-fund) ## Current offers - [Kākāpō Responsible Investment Fund](https://wholesaleinvestor.co.nz/offers/kkp-responsible-investment-fund) — Open ## Key people - Craig Brownie — Team Member - Dean R Sharrar — Team Member - Derek Phillips — Team Member - Nigel Spratt — Team Member - Mia Evans — Team Member ## Sources - https://www.bancorp.co.nz - https://wholesaleinvestor.co.nz/providers/bancorp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/begroup # BeGroup BeGroup manages BeGroup Investments II LP, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [BeGroup Investments II LP](https://wholesaleinvestor.co.nz/funds/begroup-investments-ii-lp) ## Sources - https://wholesaleinvestor.co.nz/providers/begroup --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/blossum # Blossum Blossum is a New Zealand-based private credit manager providing property-secured lending opportunities to wholesale investors. Focused on careful deal selection, conservative loan structures, and active oversight, Blossum offers secured business lending across New Zealand through a PIE fund structure. Loans are secured by first and second-ranking mortgages with a typical maximum LVR of 75%. Target borrowers include companies, trusts, and experienced individuals in real estate including bridging, refurbishment, and working capital. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | New Zealand | | FSP | [FSP1004471](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004471) | | Website | https://blossum.nz | ## Funds - [Blossum Wholesale Fund](https://wholesaleinvestor.co.nz/funds/blossum-wholesale-fund) - [Blossum AIP Fund](https://wholesaleinvestor.co.nz/funds/blossum-aip-fund) ## Current offers - [Blossum Wholesale Fund](https://wholesaleinvestor.co.nz/offers/blossum-wholesale-fund) — open ## Key people - Helen Nguyen — Managing Director - Lillian Li — Investment Manager - Chris Kelly — Investment Manager - Na Chen — Business Development Manager - Diggory Brooke — Senior Credit Manager - Monika Nadan — Credit Manager - Rasneet Chawla — Marketing Manager ## Sources - https://blossum.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004471 - https://wholesaleinvestor.co.nz/providers/blossum --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/blue-ocean-capital # Blue Ocean Capital Blue Ocean Capital manages Blue Ocean Capital Group Plus Limited Partnership, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://bocg.co.nz | ## Funds - [Blue Ocean Capital Group Plus Limited Partnership](https://wholesaleinvestor.co.nz/funds/blue-ocean-capital-group-plus-lp) ## Sources - https://bocg.co.nz - https://wholesaleinvestor.co.nz/providers/blue-ocean-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/booster # Booster Fund manager serving over 200,000 New Zealanders. Founded 1998 as Grosvenor Financial Services, rebranded 2016. Offers KiwiSaver and managed investment schemes including Innovation Fund focused on NZ tech startups. ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Wellington | | Established | 1 Jan 1998 | | FSP | [FSP28142](https://fsp-register.companiesoffice.govt.nz/search?q=FSP28142) | | Website | https://www.booster.co.nz | ## Funds - [Booster Innovation Fund](https://wholesaleinvestor.co.nz/funds/booster-innovation-fund) ## Current offers - [Booster Innovation Fund](https://wholesaleinvestor.co.nz/offers/booster-innovation-fund) — Open ## Key people - Allan Yeo — Founder & Group Managing Director - Diana Papadopoulos — CEO - Paul Foley — Executive Chairman - Simon O'Grady — Chief Investment Officer - Nadine Brown — Chief Customer Officer - Alison Payne — Chief Operating Officer - Natasha Keddie — Head of Finance and Administration - Andrew Hughes — Chief Risk Officer ## Sources - https://www.booster.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP28142 - https://wholesaleinvestor.co.nz/providers/booster --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/boston-me # Boston ME Boston ME manages Boston ME Economic Growth Fund, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [Boston ME Economic Growth Fund](https://wholesaleinvestor.co.nz/funds/boston-me-economic-growth-fund) ## Sources - https://wholesaleinvestor.co.nz/providers/boston-me --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/bridgewest-group # Bridgewest Group Deep-tech incubation specialist in life sciences, medtech, and cleantech ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2018 | | Website | https://bridgewest.ventures | ## Funds - [Bridgewest Venture Fund 1 LP](https://wholesaleinvestor.co.nz/funds/bridgewest-venture-fund-1-lp) ## Current offers - [Bridgewest Venture Fund 1 LP](https://wholesaleinvestor.co.nz/offers/bridgewest-venture-fund-1-lp) — Investing ## Key people - John Robson — General Manager New Zealand ## Sources - https://bridgewest.ventures - https://wholesaleinvestor.co.nz/providers/bridgewest-group --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/capital-connect # Capital Connect Capital Connect manages Capital Connect, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://capitalconnect.co.nz | ## Funds - [Capital Connect](https://wholesaleinvestor.co.nz/funds/capital-connect-aip) ## Sources - https://capitalconnect.co.nz - https://wholesaleinvestor.co.nz/providers/capital-connect --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/castlerock-partners # Castlerock Partners Private equity firm focused on mid-sized NZ businesses with evergreen structure ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2017 | | FSP | [FSP1008633](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1008633) | | Website | https://www.castlerockpartners.co.nz | ## Funds - [Castlerock Partners Fund](https://wholesaleinvestor.co.nz/funds/castlerock-partners-fund) ## Current offers - [Castlerock Partners Fund](https://wholesaleinvestor.co.nz/offers/castlerock-partners-fund) — Open ## Key people - Ben MacDonald — Investment Director - Matthew Willacy — Investment Director - Isaac Higgs — Investment Director ## Sources - https://www.castlerockpartners.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1008633 - https://wholesaleinvestor.co.nz/providers/castlerock-partners --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/centuria # Centuria Part of Centuria Capital Group ($21B AUM) offering wholesale property funds and CRED ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2016 | | AUM | AUD $21,000,000,000 | | FSP | [FSP209185](https://fsp-register.companiesoffice.govt.nz/search?q=FSP209185) | | Website | https://centuria.co.nz | ## Key people - Mark Francis — Senior Leader - Ben Crotty — Head of Asset Management - Simon Ogilvie — COO and CFO ## Sources - https://centuria.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP209185 - https://wholesaleinvestor.co.nz/providers/centuria --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/craigs-investment-partners # Craigs Investment Partners Leading NZ investment firm offering discretionary AIP investment services ## Key facts | Attribute | Value | |---|---| | Type | Wealth Manager | | Location | Auckland, Wellington, Christchurch | | Established | 1 Jan 1984 | | Website | https://www.craigsip.com | ## Funds - [Craigs Immigration NZ Investment Service](https://wholesaleinvestor.co.nz/funds/craigs-immigration-nz-investment-service) ## Current offers - [Craigs Immigration NZ Investment Service](https://wholesaleinvestor.co.nz/offers/craigs-immigration-nz-investment-service) — Open ## Key people - Mark Lister — Investment Director ## Sources - https://www.craigsip.com - https://wholesaleinvestor.co.nz/providers/craigs-investment-partners --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/cultivate-ventures # Cultivate Ventures Cultivate Ventures is an industry-backed agri-tech and agri-food investment fund specialising in high-growth New Zealand companies at the intersection of agriculture and technology. Launched in 2023 and managed by Northington Partners, the fund has raised approximately NZ$20 million across multiple rounds. Cultivate Ventures backs innovative companies developing scalable solutions for global agriculture — from precision farming and food science to rural connectivity and sustainability. Portfolio companies include Hectre (apple industry automation) and Aimer Farming. The fund is structured as a limited partnership, combining Northington Partners' deep capital markets expertise with a specialist advisory network spanning agribusiness, technology commercialisation, and global market access. ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland, New Zealand | | Established | 1 Jan 2020 | | Website | https://www.cultivateventures.co.nz | ## Funds - [Cultivate Ventures Limited Partnership](https://wholesaleinvestor.co.nz/funds/cultivate-ventures-limited-partnership) ## Current offers - [Cultivate Ventures Limited Partnership](https://wholesaleinvestor.co.nz/offers/cultivate-ventures-limited-partnership) — Investing ## Key people - Greg Main — Director - Marcus Henderson — Director - Anthony Edmonds — Founder ## Sources - https://www.cultivateventures.co.nz - https://wholesaleinvestor.co.nz/providers/cultivate-ventures --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/de-capital # DE Capital Private debt investor focused on mid-market NZ businesses via senior secured loans plus warrants ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2009 | | FSP | [FSP1004362](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004362) | | Website | https://www.decapital.co.nz | ## Funds - [DE Capital Fund](https://wholesaleinvestor.co.nz/funds/de-capital-fund) ## Current offers - [DE Capital Fund](https://wholesaleinvestor.co.nz/offers/de-capital-fund) — Open ## Key people - Matthew Houtman — Founder and Investment Committee Member - Michael Whitehead — Investment Committee Member - Nicholas Ross — Investment Committee Member - David Wang — Investment Committee Member ## Sources - https://www.decapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004362 - https://wholesaleinvestor.co.nz/providers/de-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/devon-funds # Devon Funds Management Devon Funds Management is an award-winning New Zealand fund manager established in 2010 after acquiring Goldman Sachs JBWere NZ's asset management business. Managing over $2.5 billion for community trusts, iwi, charities, KiwiSaver schemes and individual investors, Devon offers wholesale funds for investors with $10 million or more. Known for active management and ESG leadership, Devon has been named a Responsible Investment Leader by RIAA. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland, New Zealand | | FSP | [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) | | Website | https://devonfunds.co.nz | ## Funds - [Devon Sustainability Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-sustainability-fund-wholesale) - [Devon Diversified Income Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-diversified-income-fund-wholesale) - [Devon Global Impact Bond Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-global-impact-bond-fund-wholesale) - [Devon Alpha Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-alpha-fund-wholesale) - [Devon Trans-Tasman Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-trans-tasman-fund-wholesale) - [Devon Australian Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-australian-fund-wholesale) - [Devon Global Sustainability Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-global-sustainability-fund-wholesale) - [Artesian Green & Sustainable Bond Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/artesian-green-sustainable-bond-fund-wholesale) - [Devon Dividend Yield Fund (Wholesale)](https://wholesaleinvestor.co.nz/funds/devon-dividend-yield-fund-wholesale) ## Key people - Paul Glass — Executive Chairman - Slade Robertson — Managing Director / Portfolio Manager - Mark Brown — Chief Investment Officer - Tama Willis — Portfolio Manager - Ben Jenkin — Portfolio Manager - Sustainability ## Sources - https://devonfunds.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581 - https://wholesaleinvestor.co.nz/providers/devon-funds --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/ecliptic-venture-capital # Ecliptic Venture Capital Hands-on Seed and Series A investor filling critical capital and capability gaps ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2021 | | Website | https://eclipticvc.com | ## Funds - [Ecliptic Venture Capital LP](https://wholesaleinvestor.co.nz/funds/ecliptic-venture-capital-lp) ## Current offers - [Ecliptic Venture Capital LP](https://wholesaleinvestor.co.nz/offers/ecliptic-venture-capital-lp) — Investing ## Key people - David Burnett — Founding Partner - Alison Gerlach — Serial Entrepreneur - Andrew Williams — Business Executive ## Sources - https://eclipticvc.com - https://wholesaleinvestor.co.nz/providers/ecliptic-venture-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/elevation-capital # Elevation Capital Partnership with ASX-listed MA Financial Group, market leaders in investment migration funds ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | FSP | [FSP1007386](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1007386) | | Website | https://elevationcapital.co.nz | ## Funds - [MA NZ Growth Fund](https://wholesaleinvestor.co.nz/funds/ma-nz-growth-fund) ## Current offers - [MA NZ Growth Fund](https://wholesaleinvestor.co.nz/offers/ma-nz-growth-fund) — Open ## Key people - Christopher Swasbrook — Founder and Managing Director - Andrew Harmos — Co-Founder - Craig Stobo — Co-Founder - Richard Milsom — Special Situations Investment Manager ## Sources - https://elevationcapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1007386 - https://wholesaleinvestor.co.nz/providers/elevation-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/enterprise-angels # Enterprise Angels Angel investor network connecting early-stage startups with angel investors. AANZ member providing expertise and investment opportunities for growth businesses across New Zealand. ## Key facts | Attribute | Value | |---|---| | Type | Angel Network | | Location | New Zealand | | Website | https://www.enterpriseangels.co.nz | ## Key people - Nina Le Lievre — CEO - Carolyn Culliney — Chair of the Board - Bill Murphy — Founder ## Sources - https://www.enterpriseangels.co.nz - https://wholesaleinvestor.co.nz/providers/enterprise-angels --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/fidelity-capital-partners # Fidelity Capital Partners Capital preservation fund lending to regulated Lines Companies for grid infrastructure ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2015 | | Website | https://www.fidelitycp.nz | ## Funds - [Fidelity Capital Sustainable Energy Fund](https://wholesaleinvestor.co.nz/funds/fidelity-sustainable-energy-fund) ## Current offers - [Fidelity Capital Sustainable Energy Fund](https://wholesaleinvestor.co.nz/offers/fidelity-capital-sustainable-energy-fund) — Open ## Key people - Eric Wei — Co-Founder, Managing Director - Adam Hunt — Co-Founder, Director ## Sources - https://www.fidelitycp.nz - https://wholesaleinvestor.co.nz/providers/fidelity-capital-partners --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/finbase # Finbase Property-backed investment provider offering first mortgage security ## Key facts | Attribute | Value | |---|---| | Type | Direct Lender | | Location | Auckland | | Established | 1 Jan 2015 | | AUM | NZD $200,000,000 | | FSP | [FSP1003560](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003560) | | Website | https://www.finbase.nz | ## Funds - [Finbase Mortgage Program](https://wholesaleinvestor.co.nz/funds/finbase-mortgage-program) ## Current offers - [Finbase PIE Fund](https://wholesaleinvestor.co.nz/offers/finbase-pie-fund) — Open - [Finbase Direct Lending Opportunities](https://wholesaleinvestor.co.nz/offers/finbase-direct-lending-opportunities) — Open ## Key people - Pernell Callaghan — Director - Hayden Thompson — Director - Jordan Evans — Investment Manager ## Sources - https://www.finbase.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003560 - https://wholesaleinvestor.co.nz/providers/finbase --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/first-mortgage-trust # First Mortgage Trust Non-bank lender specializing in first mortgage lending with 30 years track record ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Tauranga | | Established | 1 Jan 1995 | | AUM | NZD $2,000,000,000 | | FSP | [FSP31642](https://fsp-register.companiesoffice.govt.nz/search?q=FSP31642) | | Website | https://fmt.co.nz | ## Funds - [FMT Wholesale Fund](https://wholesaleinvestor.co.nz/funds/fmt-wholesale-fund) ## Current offers - [FMT Wholesale Fund](https://wholesaleinvestor.co.nz/offers/fmt-wholesale-fund) — Open ## Key people - Paul Bendall — CEO - Andrew Western — CFO - Sam Burgess — Head of Lending - Geoff Newland — Head of Credit - Matt Tucker — CTO - Jayne Hunt — Head of Marketing and PR - Sharon Weymouth — Head of People and Culture ## Sources - https://fmt.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP31642 - https://wholesaleinvestor.co.nz/providers/first-mortgage-trust --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/flying-kiwi-angels # Flying Kiwi Angels Nelson/Tasman region angel investment network. AANZ member supporting early-stage startups with capital and mentorship from experienced investors. ## Key facts | Attribute | Value | |---|---| | Type | Angel Network | | Location | Nelson, Tasman | | Website | https://www.fka.nz | ## Key people - David Russell — Co-Founder - Rudi Bublitz — Co-Founder - Garth Hinton — Director and CFO - Jai Somaratne — Board Director ## Sources - https://www.fka.nz - https://wholesaleinvestor.co.nz/providers/flying-kiwi-angels --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/forest-enterprises # Forest Enterprises Pioneer of public investment in NZ Radiata pine plantation forestry since 1972. Manages over 20,000 hectares for 6,500 individual investors. Founded by Charles Wallis in Masterton. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Masterton | | Established | 1 Jan 1972 | | FSP | [FSP37784](https://fsp-register.companiesoffice.govt.nz/search?q=FSP37784) | | Website | https://www.forestenterprises.co.nz | ## Funds - [Blairlogie Pine Investment Limited Partnership](https://wholesaleinvestor.co.nz/funds/blairlogie-pine-investment-limited-partnership) ## Current offers - [Blairlogie Pine Investment LP](https://wholesaleinvestor.co.nz/offers/blairlogie-pine-investment-lp) — Open ## Key people - Charles Wallis — Founder - Bert Hughes — CEO - Warren Rance — Gisborne Regional Manager - Sean Roberts — Customer Services Manager ## Sources - https://www.forestenterprises.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP37784 - https://wholesaleinvestor.co.nz/providers/forest-enterprises --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/forsyth-barr # Forsyth Barr New Zealand's largest investment adviser with personalized fund of funds approach ## Key facts | Attribute | Value | |---|---| | Type | Wealth Manager | | Location | Dunedin, Auckland, Wellington | | Established | 1 Jan 1936 | | Website | https://www.forsythbarr.co.nz | ## Funds - [Forsyth Barr AIP Managed Funds Account](https://wholesaleinvestor.co.nz/funds/forsyth-barr-aip-managed-funds-account) ## Current offers - [Forsyth Barr AIP Managed Funds Account](https://wholesaleinvestor.co.nz/offers/forsyth-barr-aip-managed-funds-account) — Open ## Key people - Neil Paviour-Smith — Managing Director - Jim Hawker — Chief Financial Officer ## Sources - https://www.forsythbarr.co.nz - https://wholesaleinvestor.co.nz/providers/forsyth-barr --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/forthco # ForthCo ForthCo is a New Zealand mid-market private equity firm that partners with business owners and management teams to build more valuable companies. Founded in 2020 and based in Auckland, ForthCo brings capital, capability, and long-term commitment to productive New Zealand businesses. The firm focuses on active, hands-on investment — working alongside founders to accelerate growth, improve operations, and unlock value. ForthCo targets established businesses with strong fundamentals and clear growth potential, typically investing through limited partnership structures. The team combines deep operational experience across manufacturing, services, technology, and primary industries with institutional-grade investment discipline. ForthCo is a member of the New Zealand Private Capital Association. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland, New Zealand | | Established | 1 Jan 2020 | | Website | https://www.forthco.nz | ## Funds - [Active Long Term Growth Fund](https://wholesaleinvestor.co.nz/funds/active-long-term-growth-fund) ## Current offers - [Active Long Term Growth Fund](https://wholesaleinvestor.co.nz/offers/active-long-term-growth-fund) — Open ## Key people - Henry Withers — Executive Chairman - Rebecca Robinson — COO / Head of Portfolio Operations - Thomas Redford — Investment Director - Jonty Sabiston — Investment Analyst - Stefanie White — Finance Director - Phil Veal — Managing Director ## Sources - https://www.forthco.nz - https://wholesaleinvestor.co.nz/providers/forthco --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/garrison-bridge # Garrison Bridge Garrison Bridge Superannuation Scheme is a QROPS managed by Lifetime Asset Management. They recently acquired the SuperLife UK pension transfer scheme, managing funds in NZD, AUD, and GBP with flexible investment choices. ## Key facts | Attribute | Value | |---|---| | Type | QROPS Provider | | Location | Auckland, New Zealand | | Website | https://www.garrisonbridge.co.nz | ## Sources - https://www.garrisonbridge.co.nz - https://wholesaleinvestor.co.nz/providers/garrison-bridge --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/gd1 # GD1 Generalist early-stage technology investor anchored by NZ Government's largest VC investment ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2014 | | Website | https://www.gd1.vc | ## Funds - [GD1 Fund 4 LP](https://wholesaleinvestor.co.nz/funds/gd1-fund-4-lp) - [GD1 Fund 3 LP](https://wholesaleinvestor.co.nz/funds/gd1-fund-3-lp) ## Current offers - [GD1 Fund 3 LP](https://wholesaleinvestor.co.nz/offers/gd1-fund-3-lp) — Investing - [GD1 Fund 4 LP](https://wholesaleinvestor.co.nz/offers/gd1-fund-4-lp) — Fundraising ## Key people - Vignesh Kumar — Co-Managing Partner - John Kells — Co-Managing Partner - Chintaka Ranatunga — Former Founding Partner ## Sources - https://www.gd1.vc - https://wholesaleinvestor.co.nz/providers/gd1 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/goldsmith # Goldsmith Goldsmith manages Goldsmith Tourism NZ Limited Partnership, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [Goldsmith Tourism NZ Limited Partnership](https://wholesaleinvestor.co.nz/funds/goldsmith-tourism-nz-lp) ## Sources - https://wholesaleinvestor.co.nz/providers/goldsmith --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand # Greener Pastures New Zealand Owned by Origin Capital Partners, specializing in AIP visa investment solutions ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | AUM | NZD $300,000,000 | | Website | https://www.greenerpastures.nz | ## Funds - [Greener Pastures Kiwifruit Fund](https://wholesaleinvestor.co.nz/funds/greener-pastures-kiwifruit-fund) - [Greener Pastures Diversified Fund](https://wholesaleinvestor.co.nz/funds/greener-pastures-diversified-fund) ## Current offers - [Greener Pastures Diversified Fund](https://wholesaleinvestor.co.nz/offers/greener-pastures-diversified-fund) — Open - [Greener Pastures Kiwifruit Fund](https://wholesaleinvestor.co.nz/offers/greener-pastures-kiwifruit-fund) — Open ## Key people - Dominic Jones — Managing Director - Simon Botherway — Board Chairman - Sam Anderson — Senior Manager - Danielle Coughlan — Accounts Manager ## Sources - https://www.greenerpastures.nz - https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/greenmount-capital # Greenmount Capital Private equity co-investment and new economy fund specialist Member of NZ Private Capital. Independent firm operating across Australia and NZ with offices in Sydney, Auckland and Christchurch. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2018 | | Website | https://greenmount.com | ## Funds - [Greenmount Capital New Economy Fund LP](https://wholesaleinvestor.co.nz/funds/greenmount-capital-new-economy-fund-lp) - [Greenmount Co-Investment Fund No.1 LP](https://wholesaleinvestor.co.nz/funds/greenmount-co-investment-fund-no1-lp) ## Current offers - [Greenmount Co-Investment Fund No.1 LP](https://wholesaleinvestor.co.nz/offers/greenmount-co-investment-fund-no1-lp) — Open - [Greenmount Capital New Economy Fund LP](https://wholesaleinvestor.co.nz/offers/greenmount-capital-new-economy-fund-lp) — Open ## Key people - Hugo Fisher — Key Contact NZ Operations ## Sources - https://greenmount.com - https://wholesaleinvestor.co.nz/providers/greenmount-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/henton-capital # Henton Capital Mid-market credit fund for NZ companies with experienced credit team ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2015 | | Website | https://hentoncapital.com | ## Funds - [Henton Fund 2](https://wholesaleinvestor.co.nz/funds/henton-fund-2) ## Current offers - [Henton Fund 2](https://wholesaleinvestor.co.nz/offers/henton-fund-2) — Open ## Sources - https://hentoncapital.com - https://wholesaleinvestor.co.nz/providers/henton-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/hunter-capital # Hunter Capital Diversified private credit exposure with 7+ years track record and monthly liquidity Managed by Harbour Asset Management. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2017 | | Website | https://www.hunterinvestments.co.nz | ## Funds - [Hunter Diversified Private Credit Fund](https://wholesaleinvestor.co.nz/funds/hunter-diversified-private-credit-fund) ## Current offers - [Hunter Diversified Private Credit Fund](https://wholesaleinvestor.co.nz/offers/hunter-diversified-private-credit-fund) — Open ## Key people - Tony Hildyard — Founder, Senior Portfolio Specialist ## Sources - https://www.hunterinvestments.co.nz - https://wholesaleinvestor.co.nz/providers/hunter-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/icehouse-ventures # Icehouse Ventures New Zealand's most active early-stage venture capital firm with over $750m AUM and 340+ portfolio companies ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2001 | | AUM | NZD $750,000,000 | | FSP | [FSP18944](https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944) | | Website | https://www.icehouseventures.co.nz | ## Funds - [Icehouse Ventures Seed Fund IV LP](https://wholesaleinvestor.co.nz/funds/icehouse-ventures-seed-fund-iv-lp) - [IV Sustainable Technology Fund](https://wholesaleinvestor.co.nz/funds/iv-sustainable-technology-fund) - [Icehouse Ventures Seed Fund](https://wholesaleinvestor.co.nz/funds/icehouse-ventures-seed-fund) ## Current offers - [IV Sustainable Technology Fund](https://wholesaleinvestor.co.nz/offers/iv-sustainable-technology-fund) — Investing - [Icehouse Ventures Seed Fund IV](https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv) — Open - [Icehouse Ventures Seed Fund IV LP](https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv-lp) — Fundraising ## Key people - Robbie Paul — CEO - Jack McQuire — Partner - Barnaby Marshall — Partner - Jo Wickham — Partner - Jason Wang — Partner - Tim Brown — Venture Partner - Tom Furlong — Venture Partner - Peter Thomson — CTO - Scott Turner — CFO - Matt Gunn — COO - Mason Bleakley — Principal - Steph Benseman — Principal and Head of Portfolio Services - Christine Jensen — Head of Marketing - Becca Gaunt — Senior Legal Counsel - Felicity Richards — Business Support Manager ## Sources - https://www.icehouseventures.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944 - https://wholesaleinvestor.co.nz/providers/icehouse-ventures --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/investnow # InvestNow New Zealand's leading retail investment platform, providing access to managed funds from top providers including Vanguard, BlackRock, and local fund managers. Free to join with low minimum investments. Aggregates wholesale providers like Squirrel for retail investors. ## Key facts | Attribute | Value | |---|---| | Type | Retail Platform | | Established | 1 Jan 2016 | | Website | https://www.investnow.co.nz | ## Key people - Mike Heath — General Manager ## Sources - https://www.investnow.co.nz - https://wholesaleinvestor.co.nz/providers/investnow --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/jmi-wealth # JMI Wealth Discretionary investment management with bespoke AIP portfolios Note: JMI Wealth rebranded to Shaw and Partners NZ in October 2025. Shaw and Partners (Australian parent) acquired 75% stake in Investment Services Group (ISG), which is Auckland-based with NZD 7+ billion in assets. ## Key facts | Attribute | Value | |---|---| | Type | Wealth Manager | | Location | Auckland | | Established | 1 Jan 2010 | | Website | https://shawandpartners.co.nz | ## Funds - [JMI Wealth Active Investor Plus Portfolio](https://wholesaleinvestor.co.nz/funds/jmi-wealth-active-investor-plus-portfolio) ## Current offers - [JMI Wealth Active Investor Plus Portfolio](https://wholesaleinvestor.co.nz/offers/jmi-wealth-active-investor-plus-portfolio) — Open ## Key people - Andrew Kelleher — Director - Jason Watson — Head of Investment Advice ## Sources - https://shawandpartners.co.nz - https://wholesaleinvestor.co.nz/providers/jmi-wealth --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/mainland-angel-investors # Mainland Angel Investors South Island angel network covering Canterbury, Otago & Southland. Bringing money south through syndicated investments in regional startups. Events in Christchurch, Dunedin, Invercargill, Queenstown & Wanaka. ## Key facts | Attribute | Value | |---|---| | Type | Angel Network | | Location | Canterbury, Otago & Southland | | Established | 1 Jan 2020 | | Website | https://www.mainlandangels.nz | ## Key people - Brad Hurndell — Board Chair - Camille Hunt — Canterbury Network Manager ## Sources - https://www.mainlandangels.nz - https://wholesaleinvestor.co.nz/providers/mainland-angel-investors --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/mat-karihi # Matū Karihi Specialist early-stage fund for R&D spinouts from NZ science and technology sector ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2019 | | Website | https://matu.co.nz | ## Funds - [Matū Karihi Fund](https://wholesaleinvestor.co.nz/funds/mat-karihi-fund) ## Current offers - [Matū Karihi Fund](https://wholesaleinvestor.co.nz/offers/mat-karihi-fund) — Investing ## Key people - Andrew Chen — Partner - Ken Erskine — Director ## Sources - https://matu.co.nz - https://wholesaleinvestor.co.nz/providers/mat-karihi --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/mai-toa # Maūi Toa Māori owned and led VC leveraging the Māori economy for global technology investments ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2024 | | Website | https://www.mauitoa.vc | ## Funds - [Maūi Toa Fund 1](https://wholesaleinvestor.co.nz/funds/mai-toa-fund-1) ## Current offers - [Maūi Toa Fund 1](https://wholesaleinvestor.co.nz/offers/mai-toa-fund-1) — Fundraising ## Key people - Renata Hakiwai — Managing Partner - Guy Royal — Partner ## Sources - https://www.mauitoa.vc - https://wholesaleinvestor.co.nz/providers/mai-toa --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/midlands-funds # Midlands Funds Management Midlands Funds Management is a Hastings-based fund manager offering the Midlands Income Wholesale Fund for wholesale investors. The fund invests in the underlying Midlands Smarter PIE Fund, providing exposure to residential, commercial and rural property mortgages throughout New Zealand. The wholesale fund structure provides lower fees in exchange for larger investments, with quarterly fee rebates passed through to investors. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Hastings, New Zealand | | Website | https://investmidlands.co.nz | ## Funds - [Midlands Income Wholesale Fund](https://wholesaleinvestor.co.nz/funds/midlands-income-wholesale-fund) ## Current offers - [Midlands Income Wholesale Fund](https://wholesaleinvestor.co.nz/offers/midlands-income-wholesale-fund) — open ## Sources - https://investmidlands.co.nz - https://wholesaleinvestor.co.nz/providers/midlands-funds --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/motion-capital # Motion Capital Early-stage climate-tech specialist with $15m committed and proven track record ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Wellington | | Established | 1 Jan 2020 | | AUM | NZD $15,000,000 | | Website | https://www.motioncapital.co.nz | ## Funds - [Motion Capital](https://wholesaleinvestor.co.nz/funds/motion-capital) ## Current offers - [Motion Capital](https://wholesaleinvestor.co.nz/offers/motion-capital) — Investing ## Key people - Lachlan Nixon — Founding Partner - Chris Harris — Partner ## Sources - https://www.motioncapital.co.nz - https://wholesaleinvestor.co.nz/providers/motion-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/movac # Movac NZ's most experienced VC firm with 25+ years and top decile global performance ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 1999 | | Website | https://www.movac.co.nz | ## Funds - [Movac Growth Opportunity Fund](https://wholesaleinvestor.co.nz/funds/movac-growth-opportunity-fund) - [Movac Growth 7](https://wholesaleinvestor.co.nz/funds/movac-growth-7) ## Current offers - [Movac Growth Opportunity Fund (Fund 8)](https://wholesaleinvestor.co.nz/offers/movac-growth-opportunity-fund-fund-8) — Fundraising ## Key people - Phil McCaw — Founding Partner - Jason Graham — Partner - Mark Vivian — Partner - Lovina McMurchy — Venture Partner - Ben Anderson — Venture Partner ## Sources - https://www.movac.co.nz - https://wholesaleinvestor.co.nz/providers/movac --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/mtm-capital # MTM Capital MTM Capital manages MTM Capital One, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [MTM Capital One](https://wholesaleinvestor.co.nz/funds/mtm-capital-one) ## Sources - https://wholesaleinvestor.co.nz/providers/mtm-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/myfarm-investments # MyFarm Investments Agricultural investment platform with 34 years experience managing $600m in syndicate assets ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Christchurch | | Established | 1 Jan 1990 | | AUM | NZD $600,000,000 | | FSP | [FSP1003795](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795) | | Website | https://www.myfarm.co.nz | ## Funds - [CQuest Forestry Fund](https://wholesaleinvestor.co.nz/funds/cquest-forestry-fund) - [MyFarm KiwiFruit Fund](https://wholesaleinvestor.co.nz/funds/myfarm-kiwifruit-fund) - [MyFarm Solar Fund](https://wholesaleinvestor.co.nz/funds/myfarm-solar-fund) ## Current offers - [CQuest Forestry Fund Limited Partnership](https://wholesaleinvestor.co.nz/offers/cquest-forestry-fund-limited-partnership) — Open - [MyFarm KiwiFruit Fund Limited Partnership](https://wholesaleinvestor.co.nz/offers/myfarm-kiwifruit-fund-limited-partnership) — Open - [MyFarm Solar Fund Limited Partnership](https://wholesaleinvestor.co.nz/offers/myfarm-solar-fund-limited-partnership) — Open ## Key people - Andrew Watters — CEO - Louise Wittwer — COO - Chris Parsons — Chief Commercial Officer - Louise Bignall — Head of Client Relations - Grant Wilton — Head of Property Acquisition - Rachel Baker — Business Manager and Portfolio Manager ## Sources - https://www.myfarm.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795 - https://wholesaleinvestor.co.nz/providers/myfarm-investments --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/netfunds # NetFunds NetFunds is a New Zealand-based alternative asset investment platform built for active participation in private credit, private equity, and commercial property. The platform's flagship fund, NetCredit Unit Trust, finances New Zealand SMEs through diversified secured loans. The fund is PIE and PFIC compliant, providing tax-efficient access for both domestic and international investors. NetFunds also operates NetEquity (private equity) and commercial property investment divisions. Founded by experienced commercial property investor and fund manager Michael Karabassis, who has personally completed over 200 property transactions throughout his career. Based in Auckland. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland, New Zealand | | Established | 1 Jan 2020 | | Website | https://netfunds.co.nz | ## Funds - [NetCredit Unit Trust](https://wholesaleinvestor.co.nz/funds/netcredit-unit-trust) - [NetEquity Opportunities Fund LP](https://wholesaleinvestor.co.nz/funds/netequity-opportunities-fund-lp) ## Current offers - [NetCredit Unit Trust](https://wholesaleinvestor.co.nz/offers/netcredit-unit-trust) — Open ## Key people - Hamish Blackman — Director - NetEquity - Dave Armstrong — Director - NetCredit - Michael Karabassis — Managing Director ## Sources - https://netfunds.co.nz - https://wholesaleinvestor.co.nz/providers/netfunds --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/newland # Newland Newland Capital Management is a New Zealand financial services provider (FSP761692) offering comprehensive asset allocation and tailored wealth management solutions for high-net-worth individuals, family offices, and New Zealand investment immigration applicants. The firm manages two sub-funds: a REIT-First Mortgage Fund providing monthly dividends through property-backed lending, and a Real Estate Development Fund. All funds are managed with independent custodianship by Rockburgh Trustee, ensuring separation between fund management and asset custody. Newland Capital is registered with the FMA and serves both domestic wholesale investors and international clients seeking New Zealand investment opportunities under the Active Investor Plus visa programme. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland, New Zealand | | Established | 1 Jan 2018 | | FSP | [FSP761692](https://fsp-register.companiesoffice.govt.nz/search?q=FSP761692) | | Website | https://newland.co.nz | ## Funds - [Newland Credit Fund](https://wholesaleinvestor.co.nz/funds/newland-credit-fund) ## Current offers - [Newland Credit Fund](https://wholesaleinvestor.co.nz/offers/newland-credit-fund) — Open ## Key people - Danny Chan — Chair of Investment Committee ## Sources - https://newland.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP761692 - https://wholesaleinvestor.co.nz/providers/newland --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/nexus-capital # Nexus Capital Nexus Capital manages Nexus Capital Fund 1, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://ncmfund.co.nz | ## Funds - [Nexus Capital Fund 1](https://wholesaleinvestor.co.nz/funds/nexus-capital-fund-1) ## Sources - https://ncmfund.co.nz - https://wholesaleinvestor.co.nz/providers/nexus-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/norfolk-mortgage-trust # Norfolk Mortgage Trust Norfolk Mortgage Trust is a licensed managed investment scheme offering property-backed securities to New Zealand investors. Founded in 2006, they provide non-bank lending solutions including short-term bridging finance and working capital funding, with investor returns secured against property assets. The fund emphasises a relationship-first approach with transparency and personalised service. ## Key facts | Attribute | Value | |---|---| | Type | First Mortgage Fund | | Location | Auckland, New Zealand | | Established | 1 Jan 2006 | | AUM | NZD $52,000,000 | | FSP | [FSP31523](https://fsp-register.companiesoffice.govt.nz/search?q=FSP31523) | | Website | https://www.norfolktrust.co.nz | ## Funds - [Norfolk Mortgage Trust Fund](https://wholesaleinvestor.co.nz/funds/norfolk-mortgage-trust-fund) ## Key people - Jack Porus — Chair - Stuart Smith — Executive Director - Glenys Holden — Chief Executive Officer ## Sources - https://www.norfolktrust.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP31523 - https://wholesaleinvestor.co.nz/providers/norfolk-mortgage-trust --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/nuance-connected-capital # Nuance Connected Capital Female scientist-led $57m deep tech fund solving global problems with science and IP ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | AUM | NZD $57,000,000 | | Website | https://www.nuance.vc | ## Funds - [Nuance Connected Capital](https://wholesaleinvestor.co.nz/funds/nuance-connected-capital) ## Current offers - [Nuance Connected Capital](https://wholesaleinvestor.co.nz/offers/nuance-connected-capital) — Investing ## Key people - Adrien Gheur — Founding Partner - Ngaio Merrick — Founding Partner ## Sources - https://www.nuance.vc - https://wholesaleinvestor.co.nz/providers/nuance-connected-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/nz-britannia # NZ Britannia NZ Britannia is a specialist UK pension transfer provider with over 20,000 transfers completed since 1996. They operate the Britannia Retirement Scheme and Integral Master Trust, having worked with over 500 different UK pension schemes. ## Key facts | Attribute | Value | |---|---| | Type | QROPS Provider | | Location | Auckland, New Zealand | | Website | https://www.nzbritannia.co.nz | ## Sources - https://www.nzbritannia.co.nz - https://wholesaleinvestor.co.nz/providers/nz-britannia --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/nz-funds # NZ Funds NZ Funds is a specialist wealth management firm offering the NZ Funds Managed Superannuation Service, a QROPS for UK pension transfers with active portfolio management and personalised service. ## Key facts | Attribute | Value | |---|---| | Type | QROPS Provider | | Location | Auckland, New Zealand | | Website | https://www.nzfunds.co.nz | ## Sources - https://www.nzfunds.co.nz - https://wholesaleinvestor.co.nz/providers/nz-funds --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/nzvc # NZVC Top 5% performing 2021 vintage fund investing in ANZ founders at 50% lower valuations ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2021 | | Website | https://www.nzvc.co.nz | ## Funds - [NZVC Fund 2](https://wholesaleinvestor.co.nz/funds/nzvc-fund-2) ## Current offers - [NZVC Fund 2](https://wholesaleinvestor.co.nz/offers/nzvc-fund-2) — Fundraising ## Key people - Mark Pavlyukovskyy — Managing Partner, Co-founder - Hendrik Remigereau — Partner, Co-host TechMates Podcast ## Sources - https://www.nzvc.co.nz - https://wholesaleinvestor.co.nz/providers/nzvc --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/obsidian-group # Obsidian Group Licensed contributory mortgage investment scheme manager with over 50 years of lending experience. Investors choose their own mortgages from manager-selected loan portfolio. Current performance: 7.71% p.a. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Dunedin | | Established | 1 Jan 1960 | | Website | https://www.obsidiangroup.co.nz | ## Funds - [Obsidian Contributory Mortgage Scheme](https://wholesaleinvestor.co.nz/funds/obsidian-contributory-mortgage-scheme) ## Current offers - [Obsidian Contributory Mortgage Scheme](https://wholesaleinvestor.co.nz/offers/obsidian-contributory-mortgage-scheme) — Open ## Key people - Albert Alloo — Key Management - Charles Julian Craw — Independent Director - Monique McConnon — Senior Administration Manager ## Sources - https://www.obsidiangroup.co.nz - https://wholesaleinvestor.co.nz/providers/obsidian-group --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/outset # Outset Outset manages Outset Momentum Fund I, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://outset.ventures | ## Funds - [Outset Momentum Fund I](https://wholesaleinvestor.co.nz/funds/outset-momentum-fund-i) ## Sources - https://outset.ventures - https://wholesaleinvestor.co.nz/providers/outset --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/pacific-channel # Pacific Channel One of NZ's largest deep-tech VCs focused on healthcare, food, and environment ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2016 | | Website | https://www.pacificchannel.com | ## Funds - [Pacific Channel Fund III](https://wholesaleinvestor.co.nz/funds/pacific-channel-fund-iii) - [Pacific Channel Fund V](https://wholesaleinvestor.co.nz/funds/pacific-channel-fund-v) ## Current offers - [Pacific Channel Fund III](https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-iii) — Investing - [Pacific Channel Fund V (Renewable Energy)](https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-v-renewable-energy) — Investing ## Key people - Brent S. Ogilvie — Managing Director, Co-Founder ## Sources - https://www.pacificchannel.com - https://wholesaleinvestor.co.nz/providers/pacific-channel --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/pallas-capital # Pallas Capital Pallas Capital is a specialist financier and investment manager providing access to Commercial Real Estate (CRE) debt across Australia and New Zealand. Since 2016, Pallas Group has managed A$9.9 billion in total investments with A$4.0 billion in open and performing investments across 300+ transactions. They offer wholesale investors diversified portfolios across the capital stack with varying liquidity and fixed-rate income. Leadership is based in Sydney; NZ operations run from Auckland (NZCN 8379142). ## Key facts | Attribute | Value | |---|---| | Type | Private Credit | | Location | Auckland, New Zealand | | Established | 1 Jan 2016 | | AUM | AUD $4,000,000,000 | | FSP | [FSP1004241](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004241) | | Website | https://pallascapital.co.nz | ## Funds - [Pallas Senior Mortgage Fund](https://wholesaleinvestor.co.nz/funds/pallas-senior-mortgage-fund) - [Pallas High Yield Mortgage Fund](https://wholesaleinvestor.co.nz/funds/pallas-high-yield-mortgage-fund) - [Pallas PFTNZ Feeder Fund](https://wholesaleinvestor.co.nz/funds/pallas-pftnz-feeder-fund) ## Key people - Patrick Keenan — Executive Chairman - Charles Mellick — Executive Director - Mark Spring — Executive Director - Dan Gallen — Executive Director & Chief Investment Officer ## Sources - https://pallascapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004241 - https://wholesaleinvestor.co.nz/providers/pallas-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/pcg # PCG 30+ years credit experience with weekly liquidity PIE structure ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 1994 | | Website | https://www.privatecapitalgroup.co.nz | ## Funds - [PCG New Zealand Economic Resilience Fund](https://wholesaleinvestor.co.nz/funds/pcg-nz-economic-resilience-fund) - [PCG Diversified New Zealand Private Debt Fund](https://wholesaleinvestor.co.nz/funds/pcg-diversified-new-zealand-private-debt-fund) ## Current offers - [PCG Diversified New Zealand Private Debt Fund](https://wholesaleinvestor.co.nz/offers/pcg-diversified-new-zealand-private-debt-fund) — Open ## Key people - John Ferrara — Director - Paul Carman — Founder and CEO - Matthew Carman — Director - Andrew Golding — Chair ## Sources - https://www.privatecapitalgroup.co.nz - https://wholesaleinvestor.co.nz/providers/pcg --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/peninsula-capital # Peninsula Capital Senior secured lending leveraging deep NZ industry networks Associated with CLIME Asset Management Limited. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2018 | | Website | https://www.peninsulacredit.co.nz | ## Funds - [Peninsula Credit Fund II LP](https://wholesaleinvestor.co.nz/funds/peninsula-credit-fund-ii-lp) ## Current offers - [Peninsula Credit Fund II LP](https://wholesaleinvestor.co.nz/offers/peninsula-credit-fund-ii-lp) — Open ## Key people - Mark Hiddleston — Managing Director - Graham Turley — Investment Committee Member - Nigel Scott — Investment Committee Member - Simon Dean — Investment Committee Member - Matt Kendrick — Investment Manager ## Sources - https://www.peninsulacredit.co.nz - https://wholesaleinvestor.co.nz/providers/peninsula-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/perennial # Perennial Perennial manages Perennial Roots, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [Perennial Roots](https://wholesaleinvestor.co.nz/funds/perennial-roots) ## Sources - https://wholesaleinvestor.co.nz/providers/perennial --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/pg-investments # PG Investments PG Investments (Perpetual Guardian Investments) provides a transparent and scalable platform equipping advisers with forward-thinking investment solutions. Their range spans from diversified core funds to customised single-asset strategies, including specialist funds, core funds, and multi-asset portfolios. The PG Funds Scheme is a wholesale offer available to qualifying wholesale investors under the Financial Markets Conduct Act 2013. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland, New Zealand | | Website | https://pginvestments.nz | ## Funds - [PG High Conviction Fund](https://wholesaleinvestor.co.nz/funds/pg-high-conviction-fund) - [PG Income Opportunities Fund](https://wholesaleinvestor.co.nz/funds/pg-income-opportunities-fund) - [PG Property and Infrastructure Fund](https://wholesaleinvestor.co.nz/funds/pg-property-infrastructure-fund) - [PG Australian Equity Fund](https://wholesaleinvestor.co.nz/funds/pg-australian-equity-fund) - [PG International Equity Fund](https://wholesaleinvestor.co.nz/funds/pg-international-equity-fund) - [PG Conservative Fund](https://wholesaleinvestor.co.nz/funds/pg-conservative-fund) - [PG Balanced Fund](https://wholesaleinvestor.co.nz/funds/pg-balanced-fund) - [PG Growth Fund](https://wholesaleinvestor.co.nz/funds/pg-growth-fund) - [PG Philanthropy Fund](https://wholesaleinvestor.co.nz/funds/pg-philanthropy-fund) - [PG New Zealand Bond Fund](https://wholesaleinvestor.co.nz/funds/pg-new-zealand-bond-fund) - [PG Strategic Growth Fund](https://wholesaleinvestor.co.nz/funds/pg-strategic-growth-fund) - [PG Global Alternatives Fund](https://wholesaleinvestor.co.nz/funds/pg-global-alternatives-fund) - [PG International Bond Fund](https://wholesaleinvestor.co.nz/funds/pg-international-bond-fund) - [PG New Zealand Equity Fund](https://wholesaleinvestor.co.nz/funds/pg-new-zealand-equity-fund) ## Sources - https://pginvestments.nz - https://wholesaleinvestor.co.nz/providers/pg-investments --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/pioneer-capital # Pioneer Capital Established in 2005, one of the largest NZ private capital investors with $1.1B raised ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2005 | | AUM | NZD $1,100,000,000 | | FSP | [FSP43175](https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175) | | Website | https://pioneercapital.co.nz | ## Funds - [Pioneer Capital Private Equity V](https://wholesaleinvestor.co.nz/funds/pioneer-capital-private-equity-v) - [Pioneer Capital Diversified Fund](https://wholesaleinvestor.co.nz/funds/pioneer-capital-diversified-fund) - [Pioneer Capital Private Debt 2](https://wholesaleinvestor.co.nz/funds/pioneer-capital-private-debt-2) ## Current offers - [Pioneer Capital Private Debt 2](https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-debt-2) — Open - [Pioneer Capital Private Equity V](https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-equity-v) — Open ## Key people - Randal Barrett — Managing Director - Craig Styris — Executive Director - Tom Goddard — Investment Director - Ben Flay — Investment Director - Shayne Shepherd — Investment Director - James Oliver — Investment Manager - Brigitte de Lambert — Investment Manager - Laura McKinnie — Investment Manager - Julia Rolleston — Investment Associate - Liesl MacDonald — Strategic Projects Partner - Graham Fussell — Operations and Investor Relations Director - Michelle Flay — Finance and Human Resources Director - Roxanne Barlow — Financial Accountant - Fionna Bass — Executive Assistant ## Sources - https://pioneercapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175 - https://wholesaleinvestor.co.nz/providers/pioneer-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/pmg-funds # PMG Funds Property fund manager focused on commercial property investments ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2017 | | FSP | [FSP117931](https://fsp-register.companiesoffice.govt.nz/search?q=FSP117931) | | Website | https://www.pmgfunds.co.nz | ## Key people - Scott McKenzie — Director and CEO - Jamie Reid — Property Function Leader - Wayne Beilby — Independent Director ## Sources - https://www.pmgfunds.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP117931 - https://wholesaleinvestor.co.nz/providers/pmg-funds --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/point16 # Point16 Fintech specialist partnering with Icehouse Ventures on NZ Fintech Fund ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2018 | | Website | https://point16.co.nz | ## Funds - [New Zealand Fintech Fund](https://wholesaleinvestor.co.nz/funds/new-zealand-fintech-fund) ## Current offers - [New Zealand Fintech Fund](https://wholesaleinvestor.co.nz/offers/new-zealand-fintech-fund) — Investing ## Sources - https://point16.co.nz - https://wholesaleinvestor.co.nz/providers/point16 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/previously-unavailable # Previously Unavailable B2B SaaS specialist with Brand Fund achieving 28.63% IRR and top decile performance ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2019 | | Website | https://previouslyunavailable.com | ## Funds - [Brand Fund 2](https://wholesaleinvestor.co.nz/funds/brand-fund-2) ## Current offers - [Brand Fund 2 by Previously Unavailable and Icehouse Ventures](https://wholesaleinvestor.co.nz/offers/brand-fund-2-by-previously-unavailable-and-icehouse-ventures) — Fundraising ## Key people - James Hurman — Founding Partner - Simon Pound — Co-Founder - Connon Bray — Co-Founder - Chris Paykel — Co-Founder - Phoebe Devine — Co-Founder ## Sources - https://previouslyunavailable.com - https://wholesaleinvestor.co.nz/providers/previously-unavailable --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/purpose-capital # Purpose Capital Purpose Capital manages Purpose Capital, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://purposecapital.co.nz | ## Funds - [Purpose Capital](https://wholesaleinvestor.co.nz/funds/purpose-capital) ## Sources - https://purposecapital.co.nz - https://wholesaleinvestor.co.nz/providers/purpose-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/quarry-capital # Quarry Capital Quarry Capital is a boutique commercial property syndicator based in Christchurch with offices in Auckland. With over 20 years in property syndication, they manage a diversified portfolio of industrial, childcare, retail and office property investments on behalf of approximately 350 investors across sixteen property syndicates. Licensed under the Financial Markets Conduct Act 2013 as a manager of Managed Investment Schemes. ## Key facts | Attribute | Value | |---|---| | Type | Property Syndicator | | Location | Christchurch, New Zealand | | Established | 1 Jan 2012 | | AUM | NZD $290,000,000 | | FSP | [FSP485326](https://fsp-register.companiesoffice.govt.nz/search?q=FSP485326) | | Website | https://www.quarrycapital.co.nz | ## Key people - David Kitson — CEO & Managing Director - Sam Kitson — Co-Chief Executive Officer ## Sources - https://www.quarrycapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP485326 - https://wholesaleinvestor.co.nz/providers/quarry-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/quidnet-ventures # Quidnet Ventures Top-quartile deep tech investor led by Silicon Valley veteran Dr. Mark Bregman ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2018 | | Website | https://www.quidnetventures.com | ## Funds - [Quidnet Ventures Fund II](https://wholesaleinvestor.co.nz/funds/quidnet-ventures-fund-ii) ## Current offers - [Quidnet Ventures Fund II](https://wholesaleinvestor.co.nz/offers/quidnet-ventures-fund-ii) — Investing ## Key people - Skye Grayson — Team Member - Mark Bregman — Team Member ## Sources - https://www.quidnetventures.com - https://wholesaleinvestor.co.nz/providers/quidnet-ventures --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/ram-capital # RAM Capital RAM Capital manages RAM NZ Credit Fund, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://ramgroup.co.nz | ## Funds - [RAM NZ Credit Fund](https://wholesaleinvestor.co.nz/funds/ram-nz-credit-fund) ## Sources - https://ramgroup.co.nz - https://wholesaleinvestor.co.nz/providers/ram-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/ranfurly-superannuation # Ranfurly Superannuation Ranfurly Superannuation Scheme is a Christchurch-based QROPS operated by Hive Funds Limited. Features a competitive 1% annual management fee with no entry or transfer fees, offering 5 investment fund options in GBP and NZD. ## Key facts | Attribute | Value | |---|---| | Type | QROPS Provider | | Location | Christchurch, New Zealand | | Website | https://www.ranfurlysuperannuation.com | ## Sources - https://www.ranfurlysuperannuation.com - https://wholesaleinvestor.co.nz/providers/ranfurly-superannuation --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/ranui # Rānui Rānui manages Rānui Sunshine Fund, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [Rānui Sunshine Fund](https://wholesaleinvestor.co.nz/funds/ranui-sunshine-fund) ## Sources - https://wholesaleinvestor.co.nz/providers/ranui --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/roger-dickie # Roger Dickie NZ's leading forestry investment specialist managing $1.6B across 62,000 hectares. Founded 1971, pioneered 90 forestry and agriculture syndicates. Over 4,000 investors, harvesting 1.2M tonnes annually. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Waverley | | Established | 1 Jan 1971 | | AUM | NZD $1,600,000,000 | | FSP | [FSP512246](https://fsp-register.companiesoffice.govt.nz/search?q=FSP512246) | | Website | https://rogerdickie.co.nz | ## Funds - [Awatea Forest Fund](https://wholesaleinvestor.co.nz/funds/awatea-forest-fund) - [Emerald Timberland Impact Fund](https://wholesaleinvestor.co.nz/funds/emerald-timberland-impact-fund) - [Dairy Enhancement Fund](https://wholesaleinvestor.co.nz/funds/dairy-enhancement-fund) ## Current offers - [Awatea Forest Fund](https://wholesaleinvestor.co.nz/offers/awatea-forest-fund) — Open ## Key people - Roger Dickie — Founder, Managing Director - William Dickie — Director, Head of Investment Management - Jefcoate Dickie — Director, Head of Institutional Sales - Duncan Macleod — Senior Portfolio Manager - Mat Harvie — General Manager - Investor Relationships - Sophie Gardiner — Head of Investment Administration ## Sources - https://rogerdickie.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP512246 - https://wholesaleinvestor.co.nz/providers/roger-dickie --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/ryft # Ryft Venture studio offering investment in earliest stages with full support infrastructure ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2023 | | Website | https://ryft.vc | ## Funds - [Ryft Fund Zero](https://wholesaleinvestor.co.nz/funds/ryft-fund-zero) ## Current offers - [Ryft Fund Zero](https://wholesaleinvestor.co.nz/offers/ryft-fund-zero) — Fundraising ## Key people - Chris Moore — Co-Founder - Ben Morreau — Co-Founder - Lucas Coelho — Co-Founder and General Partner ## Sources - https://ryft.vc - https://wholesaleinvestor.co.nz/providers/ryft --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/scw # SCW SCW manages SCW Investment Fund Limited Partnership, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Website | https://www.scwcapital.co.nz | ## Funds - [SCW Investment Fund Limited Partnership](https://wholesaleinvestor.co.nz/funds/scw-investment-fund-lp) ## Sources - https://www.scwcapital.co.nz - https://wholesaleinvestor.co.nz/providers/scw --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/seedling # Seedling Strategic investment in sustainable NZ dairy farming and regenerative agriculture ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2020 | | Website | https://www.seedling-investments.com | ## Funds - [Seedling Next Gen Agri Limited Partnership](https://wholesaleinvestor.co.nz/funds/seedling-next-gen-agri-limited-partnership) ## Current offers - [Seedling Next Gen Agri Limited Partnership](https://wholesaleinvestor.co.nz/offers/seedling-next-gen-agri-limited-partnership) — Open ## Key people - Sebastian Chapman — Co-Founder - Sean Laidlaw — Co-Founder ## Sources - https://www.seedling-investments.com - https://wholesaleinvestor.co.nz/providers/seedling --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/shaw-and-partners # Shaw and Partners Personalised investment service providing bespoke fund of funds approach for AIP investors ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 1 Jan 2015 | | Website | https://shawandpartners.co.nz | ## Funds - [Shaw and Partners Active Investor Plus Portfolio](https://wholesaleinvestor.co.nz/funds/shaw-and-partners-active-investor-plus-portfolio) ## Current offers - [Shaw and Partners Active Investor Plus Portfolio](https://wholesaleinvestor.co.nz/offers/shaw-and-partners-active-investor-plus-portfolio) — Open ## Key people - Michael Beuvink — Wealth Adviser ## Sources - https://shawandpartners.co.nz - https://wholesaleinvestor.co.nz/providers/shaw-and-partners --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/southern-alps # Southern Alps Retirement village development specialist for Asian and local elderly ## Key facts | Attribute | Value | |---|---| | Type | Developer | | Location | Auckland | | Established | 1 Jan 2018 | | Website | http://www.scap.co.nz | ## Funds - [Southern Alps Retirement Living Sunrise Fund](https://wholesaleinvestor.co.nz/funds/southern-alps-retirement-living-sunrise-fund) ## Current offers - [Southern Alps Retirement Living Sunrise Fund](https://wholesaleinvestor.co.nz/offers/southern-alps-retirement-living-sunrise-fund) — Open ## Key people - Graeme Wong — Executive Chairman and Founder - Richard Wong — Director ## Sources - http://www.scap.co.nz - https://wholesaleinvestor.co.nz/providers/southern-alps --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/southern-cross-partners # Southern Cross Partners Specialist in forestry, agriculture and natural resource investments ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Wellington | | Established | 1 Jan 2016 | | AUM | NZD $85,000,000 | | FSP | [FSP16281](https://fsp-register.companiesoffice.govt.nz/search?q=FSP16281) | | Website | https://www.southerncrosspartners.co.nz | ## Key people - Michael Tresch — Business Development Manager - Wellington - Nick Miller — Property Finance Manager - Simon Maule — Business Development Manager - South Island ## Sources - https://www.southerncrosspartners.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP16281 - https://wholesaleinvestor.co.nz/providers/southern-cross-partners --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/squirrel # Squirrel Peer-to-peer lending platform and fund manager with over $300M in investor funds. 100% NZ owned, arranged over $22 billion in mortgages since 2008. No investor has ever lost money. Squirrel's funds are also available on retail platforms like InvestNow (www.investnow.co.nz) for non-wholesale investors. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | | Location | Auckland | | Established | 29 Jan 2008 | | AUM | NZD $300,000,000 | | FSP | [FSP354706](https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706) | | Website | https://www.squirrel.co.nz | ## Funds - [Squirrel Wholesale Home Loan Fund](https://wholesaleinvestor.co.nz/funds/squirrel-wholesale-home-loan-fund) - [Squirrel Wholesale Construction Loan Fund](https://wholesaleinvestor.co.nz/funds/squirrel-wholesale-construction-loan-fund) - [Squirrel Specialised Income Fund](https://wholesaleinvestor.co.nz/funds/squirrel-specialised-income-fund) ## Current offers - [Squirrel Wholesale Construction Loan Fund](https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-construction-loan-fund) — Open - [Squirrel Wholesale Home Loan Fund](https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-home-loan-fund) — Open - [Squirrel Specialised Income Fund](https://wholesaleinvestor.co.nz/offers/squirrel-specialised-income-fund) — Open ## Key people - John Bolton — Founder & Squirrel OG - David Cunningham — CEO - Colin Gardyne — CTO - Dave Tyrer — COO - Ruth Hamlin — CMO - Tim Bowen — CFO - Tony Lane — CRO - Angela Lewis — CPO ## Sources - https://www.squirrel.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706 - https://wholesaleinvestor.co.nz/providers/squirrel --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/williams-corporation # Williams Corporation Residential property developer with wholesale lending funds backed by completed homes ## Key facts | Attribute | Value | |---|---| | Type | Developer | | Location | Auckland, Wellington, Christchurch | | Established | 1 Jan 2011 | | AUM | NZD $88,000,000 | | FSP | [FSP1000326](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1000326) | | Website | https://www.williamscorporationfunds.co.nz | ## Funds - [Williams Corporation Lending Program](https://wholesaleinvestor.co.nz/funds/williams-corporation-lending-program) ## Current offers - [Williams Corporation Capital](https://wholesaleinvestor.co.nz/offers/williams-corporation-capital) — Open - [Williams Corporation First Mortgage Investments](https://wholesaleinvestor.co.nz/offers/williams-corporation-first-mortgage-investments) — Open - [Williams Corporation Completed Homes LP](https://wholesaleinvestor.co.nz/offers/williams-corporation-completed-homes-lp) — Open ## Key people - Matthew Horncastle — Managing Director - Blair Chappell — Managing Director - Kathryn Marshall — General Manager ## Sources - https://www.williamscorporationfunds.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1000326 - https://wholesaleinvestor.co.nz/providers/williams-corporation --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/wnt-ventures # WNT Ventures Experienced deep tech specialist with top quartile performance and proven exits ## Key facts | Attribute | Value | |---|---| | Type | VC Fund Manager | | Location | Auckland | | Established | 1 Jan 2015 | | Website | https://wntventures.co.nz | ## Funds - [WNT Ventures Fund 4](https://wholesaleinvestor.co.nz/funds/wnt-ventures-fund-4) ## Current offers - [WNT Ventures Fund 4](https://wholesaleinvestor.co.nz/offers/wnt-ventures-fund-4) — Investing ## Key people - Carl Jones — Managing Partner - Maria Jose Alvarez — Managing Partner ## Sources - https://wntventures.co.nz - https://wholesaleinvestor.co.nz/providers/wnt-ventures --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/providers/yes-capital # Yes Capital Yes Capital manages Yes Capital, a NZTE-pre-approved AIP Growth Category fund. Lightweight directory entry seeded from NZTE Acceptable Managed Funds list — full provider profile (AUM, FSP, NZBN, key people, website) to be enriched via future research pass. ## Key facts | Attribute | Value | |---|---| | Type | Fund Manager | ## Funds - [Yes Capital](https://wholesaleinvestor.co.nz/funds/yes-capital) ## Sources - https://wholesaleinvestor.co.nz/providers/yes-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- # ─────────────────────────────────────────────────────────────────── # OFFERS (71) # ─────────────────────────────────────────────────────────────────── ## https://wholesaleinvestor.co.nz/offers/blossum-wholesale-fund # Blossum Wholesale Fund **Manager:** [Blossum](https://wholesaleinvestor.co.nz/providers/blossum) — FSP FSP1004471 — https://blossum.nz **Fund:** Blossum Wholesale Fund **Asset class:** Private Credit **Status:** open ## Key facts | Attribute | Value | |---|---| | Target return | 8% target (cash-yield), per IM — not guaranteed | | Distribution frequency | quarterly | | Liquidity | monthly | | Risk rating (manager) | medium | | Security type | First and Second Mortgage | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Property-secured private credit fund targeting 8% p.a. returns (before tax, after fees). Loans secured by first and second-ranking mortgages over NZ property with max 75% LVR. PIE structure with tax capped at 28%. ## Sources - https://blossum.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004471 - https://wholesaleinvestor.co.nz/offers/blossum-wholesale-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/midlands-income-wholesale-fund # Midlands Income Wholesale Fund **Manager:** [Midlands Funds Management](https://wholesaleinvestor.co.nz/providers/midlands-funds) — https://investmidlands.co.nz **Fund:** Midlands Income Wholesale Fund **Asset class:** Private Credit **Status:** open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Distribution frequency | quarterly | | Liquidity | monthly | | Term | 30-60 day redemption notice | | Risk rating (manager) | medium | | Security type | First Mortgage | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Wholesale fund investing in NZ property mortgages through the Midlands Smarter PIE Fund. Lower fees than retail with quarterly rebates. Invests in residential, commercial and rural property assets. ## Documents - [Information Memorandum](https://investmidlands.co.nz/wp-content/uploads/2024/07/MIWF-Information-Memorandum-Forms-MASTER-1Apr26.pdf) — as at 1 Apr 2026 - [SIPO](https://investmidlands.co.nz/wp-content/uploads/2024/07/MIWF_SIPO-Novemeber-2025-Final.pdf) — as at 1 Nov 2025 ## Sources - https://investmidlands.co.nz - https://investmidlands.co.nz/wp-content/uploads/2024/07/MIWF-Information-Memorandum-Forms-MASTER-1Apr26.pdf - https://investmidlands.co.nz/wp-content/uploads/2024/07/MIWF_SIPO-Novemeber-2025-Final.pdf - https://wholesaleinvestor.co.nz/offers/midlands-income-wholesale-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/finbase-direct-lending-opportunities # Finbase Direct Lending Opportunities > Choose individual first mortgages - 8-8.5% p.a. **Manager:** [Finbase](https://wholesaleinvestor.co.nz/providers/finbase) — FSP FSP1003560 — https://www.finbase.nz **Fund:** Finbase Mortgage Program (inception 1 Jan 2015) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–8.5% target (p.a.), per IM — not guaranteed | | Distribution frequency | Monthly | | Liquidity | On Exit | | Term | 12 months (typical) | | Risk rating (manager) | medium-high | | Security type | First Mortgage - Individual Loans | | Tax structure | Direct | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Select individual first mortgage lending opportunities sent via email. Choose specific properties to fund across New Zealand with detailed security valuations and exit strategies. Each loan is independently assessed with LVRs typically between 40-65% on residential and rural properties. ## Sources - https://www.finbase.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003560 - https://wholesaleinvestor.co.nz/offers/finbase-direct-lending-opportunities --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/awatea-forest-fund # Awatea Forest Fund > Forestry with 11.8% returns + carbon credits **Manager:** [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) — FSP FSP512246 — https://rogerdickie.co.nz **Fund:** Awatea Forest Fund (inception 9 Mar 2022) **Asset class:** Forestry **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $20,000 | | Target return | 10–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Annual | | Liquidity | On Exit | | Term | Long-term | | Risk rating (manager) | medium | | Security type | MIS Units | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | | Open date | 9 Mar 2022 | ## Description Production forestry and carbon credits across 5,000 hectares of premium NZ forests. 11.8% annualized returns since inception. Annual 5% cash distributions commenced July 2025. ## Sources - https://rogerdickie.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP512246 - https://wholesaleinvestor.co.nz/offers/awatea-forest-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/booster-innovation-fund # Booster Innovation Fund > Back NZ innovation going global - Listed PIE **Manager:** [Booster](https://wholesaleinvestor.co.nz/providers/booster) — FSP FSP28142 — https://www.booster.co.nz **Fund:** Booster Innovation Fund (inception 18 Nov 2021) **Asset class:** Venture Capital **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $1,000 | | Target return | 10% target (Target vs NZX50), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | NZX trading or quarterly withdrawal | | Term | 15+ years | | Performance fee | 2% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | PIE | | Wholesale-only | No | | AIP visa eligible | No | | Open date | 18 Nov 2021 | ## Description Early-stage NZ tech and innovation startups commercializing IP globally. Biotech, materials science, data analytics. Listed PIE on NZX with tax advantages. 15-year investment horizon. ## Documents - [Product Disclosure Statement](https://documents.booster.co.nz/boosterdocuments/Investments/Current/Product%20Disclosure%20Statements/BIF%20-%20Booster%20Innovation%20Fund%20-%20Product%20Disclosure%20Statement.pdf) - [SIPO](https://documents.booster.co.nz/boosterdocuments/Investments/Current/SIPO/BIF%20-%20Booster%20Innovation%20Fund%20-%20Statement%20of%20Investment%20Policy%20and%20Objectives.pdf) ## Sources - https://www.booster.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP28142 - https://documents.booster.co.nz/boosterdocuments/Investments/Current/Product%20Disclosure%20Statements/BIF%20-%20Booster%20Innovation%20Fund%20-%20Product%20Disclosure%20Statement.pdf - https://documents.booster.co.nz/boosterdocuments/Investments/Current/SIPO/BIF%20-%20Booster%20Innovation%20Fund%20-%20Statement%20of%20Investment%20Policy%20and%20Objectives.pdf - https://wholesaleinvestor.co.nz/offers/booster-innovation-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/squirrel-specialised-income-fund # Squirrel Specialised Income Fund > Over 9% p.a. returns from diversified property lending **Manager:** [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) — FSP FSP354706 — https://www.squirrel.co.nz **Fund:** Squirrel Specialised Income Fund (inception 1 Jan 2015) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Target return | 9% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Open-ended | | Risk rating (manager) | medium-high | | Security type | First & Second Mortgages | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Diversified higher risk loan portfolio secured by residential property. First and second mortgages with portfolio diversification to reduce specific investment risk. ## Sources - https://www.squirrel.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706 - https://wholesaleinvestor.co.nz/offers/squirrel-specialised-income-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-home-loan-fund # Squirrel Wholesale Home Loan Fund > Bank rates + 1.75% p.a. from residential mortgages **Manager:** [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) — FSP FSP354706 — https://www.squirrel.co.nz **Fund:** Squirrel Wholesale Home Loan Fund (inception 1 Jan 2015) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Open-ended | | Risk rating (manager) | low-medium | | Security type | First Mortgage | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Conservative residential mortgage fund up to $2M per loan. First mortgage security only with lower risk profile. ## Sources - https://www.squirrel.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706 - https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-home-loan-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/blairlogie-pine-investment-lp # Blairlogie Pine Investment LP > Carbon forestry with 9.8% IRR over 30 years **Manager:** [Forest Enterprises](https://wholesaleinvestor.co.nz/providers/forest-enterprises) — FSP FSP37784 — https://www.forestenterprises.co.nz **Fund:** Blairlogie Pine Investment Limited Partnership (inception 1 Jan 2020) **Asset class:** Forestry **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $13,538 | | Target return | 9.8% target (IRR), per IM — not guaranteed | | Distribution frequency | Annual | | Liquidity | On Exit | | Term | 30 years | | Risk rating (manager) | medium | | Security type | LP Interest | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description 888ha Wairarapa pine forest focused on carbon sequestration. 80%+ ETS registered, capturing 48 tonnes CO2e annually per 200-share investment. 30-year investment with distributions from 2034. ## Sources - https://www.forestenterprises.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP37784 - https://wholesaleinvestor.co.nz/offers/blairlogie-pine-investment-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/obsidian-contributory-mortgage-scheme # Obsidian Contributory Mortgage Scheme > Choose your own mortgages - 7.71% current returns **Manager:** [Obsidian Group](https://wholesaleinvestor.co.nz/providers/obsidian-group) — https://www.obsidiangroup.co.nz **Fund:** Obsidian Contributory Mortgage Scheme (inception 22 Jun 2018) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $10,000 | | Target return | 4.8–7.71% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On loan maturity | | Term | Loan-by-loan basis | | Risk rating (manager) | medium | | Security type | First Mortgage | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | | Open date | 22 Jun 2018 | ## Description Unique choose-your-own mortgage investment. Select specific loans from manager-curated portfolio. See exactly where your money is invested with quarterly interest payments. ## Sources - https://www.obsidiangroup.co.nz - https://wholesaleinvestor.co.nz/offers/obsidian-contributory-mortgage-scheme --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-construction-loan-fund # Squirrel Wholesale Construction Loan Fund > Bank rates + 2.25% p.a. from construction lending **Manager:** [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) — FSP FSP354706 — https://www.squirrel.co.nz **Fund:** Squirrel Wholesale Construction Loan Fund (inception 1 Jan 2015) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Open-ended | | Risk rating (manager) | medium | | Security type | First Mortgage | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Construction finance secured by first mortgages up to $2M. Higher returns for development lending with first mortgage security. ## Sources - https://www.squirrel.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706 - https://wholesaleinvestor.co.nz/offers/squirrel-wholesale-construction-loan-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/active-long-term-growth-fund # Active Long Term Growth Fund > Mid-market PE with quarterly liquidity **Manager:** [ForthCo](https://wholesaleinvestor.co.nz/providers/forthco) — https://www.forthco.nz **Fund:** Active Long Term Growth Fund (inception 1 Jan 2020) **Asset class:** Private Equity **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 12–18% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly redemptions | | Term | Open-ended evergreen | | Management fee | 2% p.a. | | Performance fee | 8% | | Risk rating (manager) | medium | | Security type | Equity | | Tax structure | Evergreen LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2020 | ## Description Open-ended PE fund backing proven, profitable NZ businesses ($10-100M EV) with quarterly distributions and redemptions ## Sources - https://www.forthco.nz - https://wholesaleinvestor.co.nz/offers/active-long-term-growth-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/acif-nz-investment-fund # ACIF NZ Investment Fund > AU$800M proven track record **Manager:** [ACIF](https://wholesaleinvestor.co.nz/providers/acif) — https://acifunds.co.nz **Fund:** ACIF NZ Investment Fund (inception 1 Jan 2025) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Medium-term | | Risk rating (manager) | medium | | Security type | Debt & Equity | | Tax structure | Managed Scheme | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 4 Sept 2025 | ## Description Wholesale scheme focused on NZ SMEs across diverse sectors with AU$800M proven Australian track record ## Sources - https://acifunds.co.nz - https://wholesaleinvestor.co.nz/offers/acif-nz-investment-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/aanz # AANZ > 100% asset-backed helicopter leasing **Manager:** [Aviation Aerospace New Zealand](https://wholesaleinvestor.co.nz/providers/aviation-aerospace-new-zealand) — https://www.bancorp.co.nz **Fund:** AANZ (inception 1 Jan 2020) **Asset class:** Infrastructure **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 6–8% target (p.a.), per IM — not guaranteed | | Distribution frequency | Regular | | Liquidity | After 3 years | | Term | 3 years minimum | | Risk rating (manager) | low | | Security type | Asset-Backed | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2020 | ## Description Conservative, 100% asset-backed helicopter leasing fund with government-backed customers and 3-year liquidity ## Sources - https://www.bancorp.co.nz - https://wholesaleinvestor.co.nz/offers/aanz --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/netcredit-unit-trust # NetCredit Unit Trust > RBNZ +7% p.a. target, PIE compliant **Manager:** [NetFunds](https://wholesaleinvestor.co.nz/providers/netfunds) — https://netfunds.co.nz **Fund:** NetCredit Unit Trust (inception 1 Jan 2025) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Distribution frequency | Regular | | Liquidity | Quarterly | | Term | Medium-term (3yr avg) | | Risk rating (manager) | medium | | Security type | SME Loans | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 26 Sept 2025 | ## Description Private credit financing NZ SMEs through diversified loans with 3-year average maturity, PIE and PFIC compliant ## Sources - https://netfunds.co.nz - https://wholesaleinvestor.co.nz/offers/netcredit-unit-trust --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/newland-credit-fund # Newland Credit Fund > Working capital & growth loans **Manager:** [Newland](https://wholesaleinvestor.co.nz/providers/newland) — FSP FSP761692 — https://newland.co.nz **Fund:** Newland Credit Fund (inception 1 Jan 2025) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–11% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Medium-term | | Risk rating (manager) | medium | | Security type | Asset-Secured Loans | | Tax structure | Fund | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 17 Sept 2025 | ## Description Direct lending providing working capital and growth loans to NZ businesses secured by business assets ## Sources - https://newland.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP761692 - https://wholesaleinvestor.co.nz/offers/newland-credit-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/ma-nz-growth-fund # MA NZ Growth Fund > 13+ years investment migration leader **Manager:** [Elevation Capital](https://wholesaleinvestor.co.nz/providers/elevation-capital) — FSP FSP1007386 — https://elevationcapital.co.nz **Fund:** MA NZ Growth Fund (inception 1 Jan 2025) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | Medium-term | | Risk rating (manager) | medium | | Security type | Credit & Real Estate | | Tax structure | Fund | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 4 Sept 2025 | ## Description Targeting private credit and operating real estate with MA Financial Group's 13+ years investment migration expertise ## Sources - https://elevationcapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1007386 - https://wholesaleinvestor.co.nz/offers/ma-nz-growth-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/shaw-and-partners-active-investor-plus-portfolio # Shaw and Partners Active Investor Plus Portfolio > Bespoke fund of funds DIMS **Manager:** [Shaw and Partners](https://wholesaleinvestor.co.nz/providers/shaw-and-partners) — https://shawandpartners.co.nz **Fund:** Shaw and Partners Active Investor Plus Portfolio (inception 1 Jan 2020) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $3,000,000 | | Distribution frequency | Portfolio dependent | | Liquidity | On Exit | | Term | 4 years (AIP requirement) | | Risk rating (manager) | medium | | Security type | Diversified Portfolio | | Tax structure | DIMS | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 24 Jul 2025 | ## Description Personalised discretionary investment management service with bespoke, diversified fund of funds approach ## Sources - https://shawandpartners.co.nz - https://wholesaleinvestor.co.nz/offers/shaw-and-partners-active-investor-plus-portfolio --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-v-renewable-energy # Pacific Channel Fund V (Renewable Energy) > Nationally significant renewable energy **Manager:** [Pacific Channel](https://wholesaleinvestor.co.nz/providers/pacific-channel) — https://www.pacificchannel.com **Fund:** Pacific Channel Fund V (inception 1 Jan 2025) **Asset class:** Infrastructure **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 15–25% target (p.a.), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 5-7 years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Infrastructure Equity | | Tax structure | Fund | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 22 Aug 2025 | ## Description Early-stage wind, solar, and battery storage infrastructure pipeline targeting high returns through FID value creation ## Sources - https://www.pacificchannel.com - https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-v-renewable-energy --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/arc-capital # ARC Capital > Aged care & healthcare specialist **Manager:** [ARC Capital](https://wholesaleinvestor.co.nz/providers/arc-capital) — https://arccapital.co.nz **Fund:** ARC Capital (inception 1 Jan 2018) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10–15% target (p.a.), per IM — not guaranteed | | Distribution frequency | Regular | | Liquidity | On Exit | | Term | Long-term | | Risk rating (manager) | medium | | Security type | Equity | | Tax structure | Fund | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 27 Aug 2025 | ## Description Investment in NZ aged care and healthcare sectors with conservative gearing, regular distributions, and ethical focus ## Sources - https://arccapital.co.nz - https://wholesaleinvestor.co.nz/offers/arc-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/gd1-fund-4-lp # GD1 Fund 4 LP > Upper quartile performance continues **Manager:** [GD1](https://wholesaleinvestor.co.nz/providers/gd1) — https://www.gd1.vc **Fund:** GD1 Fund 4 LP (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Building on Fund 3 upper quartile global performance, Pre-Seed through Series B investing ## Sources - https://www.gd1.vc - https://wholesaleinvestor.co.nz/offers/gd1-fund-4-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/movac-growth-opportunity-fund-fund-8 # Movac Growth Opportunity Fund (Fund 8) > Top decile returns, 25+ years experience **Manager:** [Movac](https://wholesaleinvestor.co.nz/providers/movac) — https://www.movac.co.nz **Fund:** Movac Growth Opportunity Fund (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description NZ's most experienced VC with 25+ years and top decile performance. Secondary investment in growth-stage tech ## Sources - https://www.movac.co.nz - https://wholesaleinvestor.co.nz/offers/movac-growth-opportunity-fund-fund-8 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/iv-sustainable-technology-fund # IV Sustainable Technology Fund > Impact investing with sustainability outcomes **Manager:** [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) — FSP FSP18944 — https://www.icehouseventures.co.nz **Fund:** IV Sustainable Technology Fund (inception 1 Jan 2024) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Target return | 20–30% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Quarterly trading | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2024 | ## Description 20-40 of NZ's leading impact seed stage technology companies amplifying global sustainability ## Sources - https://www.icehouseventures.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944 - https://wholesaleinvestor.co.nz/offers/iv-sustainable-technology-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/altered-capital-venture-fund-ii # Altered Capital Venture Fund II > $250m FUM, $1B FUA track record **Manager:** [Altered Capital](https://wholesaleinvestor.co.nz/providers/altered-capital) — https://www.alteredcapital.com **Fund:** Altered Capital Venture Fund II (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Founded from competitive global market success, backing companies with product-market fit ## Sources - https://www.alteredcapital.com - https://wholesaleinvestor.co.nz/offers/altered-capital-venture-fund-ii --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/brand-fund-2-by-previously-unavailable-and-icehouse-ventures # Brand Fund 2 by Previously Unavailable and Icehouse Ventures > 28.63% IRR from Fund 1 **Manager:** [Previously Unavailable](https://wholesaleinvestor.co.nz/providers/previously-unavailable) — https://previouslyunavailable.com **Fund:** Brand Fund 2 (inception 1 Jan 2024) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 28% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2024 | ## Description Series A & B in high-growth B2B companies. Building on Fund 1's 28.63% IRR and top decile performance ## Sources - https://previouslyunavailable.com - https://wholesaleinvestor.co.nz/offers/brand-fund-2-by-previously-unavailable-and-icehouse-ventures --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/bridgewest-venture-fund-1-lp # Bridgewest Venture Fund 1 LP > Seed to Series A deep-tech focus **Manager:** [Bridgewest Group](https://wholesaleinvestor.co.nz/providers/bridgewest-group) — https://bridgewest.ventures **Fund:** Bridgewest Venture Fund 1 LP (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Deep-tech incubation fund in life sciences, medtech, cleantech, AI, and advanced sensors ## Sources - https://bridgewest.ventures - https://wholesaleinvestor.co.nz/offers/bridgewest-venture-fund-1-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/cultivate-ventures-limited-partnership # Cultivate Ventures Limited Partnership > 15% IRR target, industry backed **Manager:** [Cultivate Ventures](https://wholesaleinvestor.co.nz/providers/cultivate-ventures) — https://www.cultivateventures.co.nz **Fund:** Cultivate Ventures Limited Partnership (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 15% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description Industry-backed agri-tech and agri-food fund targeting 15% IRR with 90% in growth stage ## Sources - https://www.cultivateventures.co.nz - https://wholesaleinvestor.co.nz/offers/cultivate-ventures-limited-partnership --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/ecliptic-venture-capital-lp # Ecliptic Venture Capital LP > Active hands-on management **Manager:** [Ecliptic Venture Capital](https://wholesaleinvestor.co.nz/providers/ecliptic-venture-capital) — https://eclipticvc.com **Fund:** Ecliptic Venture Capital LP (inception 1 Jan 2024) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2024 | ## Description Hands-on active management at Seed and Series A filling critical capital and capability gaps ## Sources - https://eclipticvc.com - https://wholesaleinvestor.co.nz/offers/ecliptic-venture-capital-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/mai-toa-fund-1 # Maūi Toa Fund 1 > Māori owned and led VC **Manager:** [Maūi Toa](https://wholesaleinvestor.co.nz/providers/mai-toa) — https://www.mauitoa.vc **Fund:** Maūi Toa Fund 1 (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Māori owned and led fund leveraging Māori economy to invest in globally scalable technology ## Sources - https://www.mauitoa.vc - https://wholesaleinvestor.co.nz/offers/mai-toa-fund-1 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/motion-capital # Motion Capital > Climate-tech specialist with track record **Manager:** [Motion Capital](https://wholesaleinvestor.co.nz/providers/motion-capital) — https://www.motioncapital.co.nz **Fund:** Motion Capital (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description Early-stage climate-tech companies with global commercial potential. $15m committed ## Sources - https://www.motioncapital.co.nz - https://wholesaleinvestor.co.nz/offers/motion-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/new-zealand-fintech-fund # New Zealand Fintech Fund > Fintech fastest-growing sector (32% CAGR) **Manager:** [Point16](https://wholesaleinvestor.co.nz/providers/point16) — https://point16.co.nz **Fund:** New Zealand Fintech Fund (inception 1 Jan 2024) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2024 | ## Description Partnership between Point16 and Icehouse Ventures investing in next generation financial innovation ## Sources - https://point16.co.nz - https://wholesaleinvestor.co.nz/offers/new-zealand-fintech-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/nuance-connected-capital # Nuance Connected Capital > Female scientist-led deep tech **Manager:** [Nuance Connected Capital](https://wholesaleinvestor.co.nz/providers/nuance-connected-capital) — https://www.nuance.vc **Fund:** Nuance Connected Capital (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description Female scientist-led $57m deep tech fund investing in Kiwi companies solving global problems ## Sources - https://www.nuance.vc - https://wholesaleinvestor.co.nz/offers/nuance-connected-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/nzvc-fund-2 # NZVC Fund 2 > Top 5% Fund 1, 50% lower valuations **Manager:** [NZVC](https://wholesaleinvestor.co.nz/providers/nzvc) — https://www.nzvc.co.nz **Fund:** NZVC Fund 2 (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Building on breakout success of Fund 1 (top 5% globally). Investing at 50% lower valuations than US ## Sources - https://www.nzvc.co.nz - https://wholesaleinvestor.co.nz/offers/nzvc-fund-2 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-iii # Pacific Channel Fund III > Largest deep-tech VC in NZ **Manager:** [Pacific Channel](https://wholesaleinvestor.co.nz/providers/pacific-channel) — https://www.pacificchannel.com **Fund:** Pacific Channel Fund III (inception 1 Jan 2023) **Asset class:** Infrastructure **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description One of NZ's largest deep-tech VCs empowering people solving hard problems in healthcare, food, environment ## Sources - https://www.pacificchannel.com - https://wholesaleinvestor.co.nz/offers/pacific-channel-fund-iii --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/quidnet-ventures-fund-ii # Quidnet Ventures Fund II > Top-quartile Fund I, 20+ companies **Manager:** [Quidnet Ventures](https://wholesaleinvestor.co.nz/providers/quidnet-ventures) — https://www.quidnetventures.com **Fund:** Quidnet Ventures Fund II (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description Top-quartile deep tech ventures born from NZ science built for global impact. Led by Silicon Valley veteran ## Sources - https://www.quidnetventures.com - https://wholesaleinvestor.co.nz/offers/quidnet-ventures-fund-ii --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/ryft-fund-zero # Ryft Fund Zero > 4-6 venture studio companies **Manager:** [Ryft](https://wholesaleinvestor.co.nz/providers/ryft) — https://ryft.vc **Fund:** Ryft Fund Zero (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Venture studio offering investment in earliest stages with dedicated support across design, engineering, operations ## Sources - https://ryft.vc - https://wholesaleinvestor.co.nz/offers/ryft-fund-zero --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/wnt-ventures-fund-4 # WNT Ventures Fund 4 > Top quartile with proven exits **Manager:** [WNT Ventures](https://wholesaleinvestor.co.nz/providers/wnt-ventures) — https://wntventures.co.nz **Fund:** WNT Ventures Fund 4 (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description $35m Seed to Series A deep tech specialist with proven top quartile performance backed by realisations ## Sources - https://wntventures.co.nz - https://wholesaleinvestor.co.nz/offers/wnt-ventures-fund-4 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/fidelity-capital-sustainable-energy-fund # Fidelity Capital Sustainable Energy Fund > BBB equivalent credit supporting clean energy **Manager:** [Fidelity Capital Partners](https://wholesaleinvestor.co.nz/providers/fidelity-capital-partners) — https://www.fidelitycp.nz **Fund:** Fidelity Capital Sustainable Energy Fund (inception 1 Jan 2020) **Asset class:** Infrastructure **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 7–9% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | 3 years minimum | | Risk rating (manager) | low | | Security type | Investment-Grade Credit | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | ## Description Investment-grade private credit lending to regulated Lines Companies for clean energy grid infrastructure ## Sources - https://www.fidelitycp.nz - https://wholesaleinvestor.co.nz/offers/fidelity-capital-sustainable-energy-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/mat-karihi-fund # Matū Karihi Fund > 17 science & tech companies backed **Manager:** [Matū Karihi](https://wholesaleinvestor.co.nz/providers/mat-karihi) — https://matu.co.nz **Fund:** Matū Karihi Fund (inception 1 Jan 2019) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2019 | ## Description Specialist early-stage fund for companies spinning out from R&D in NZ science and technology sector ## Sources - https://matu.co.nz - https://wholesaleinvestor.co.nz/offers/mat-karihi-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv-lp # Icehouse Ventures Seed Fund IV LP > NZ's most active early-stage VC **Manager:** [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) — FSP FSP18944 — https://www.icehouseventures.co.nz **Fund:** Icehouse Ventures Seed Fund IV LP (inception 1 Jan 2025) **Asset class:** Venture Capital **Status:** Fundraising ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Target return | 20–30% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Quarterly trading | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description ~30 of NZ's leading high-growth technology companies at pre-seed to pre-Series A stages ## Sources - https://www.icehouseventures.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944 - https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/de-capital-fund # DE Capital Fund > 10-14% p.a. with equity participation upside **Manager:** [DE Capital](https://wholesaleinvestor.co.nz/providers/de-capital) — FSP FSP1004362 — https://www.decapital.co.nz **Fund:** DE Capital Fund (inception 1 Jan 2009) **Asset class:** Private Equity **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10–14% target (p.a.), per IM — not guaranteed | | Distribution frequency | Regular | | Liquidity | Monthly | | Term | Open-ended, 1-3 year holds | | Risk rating (manager) | medium | | Security type | Senior Secured + Warrants | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Senior secured loans plus warrants to mid-market NZ businesses with regular income and equity upside ## Sources - https://www.decapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004362 - https://wholesaleinvestor.co.nz/offers/de-capital-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/henton-fund-2 # Henton Fund 2 > 9-12% p.a. from experienced credit specialists **Manager:** [Henton Capital](https://wholesaleinvestor.co.nz/providers/henton-capital) — https://hentoncapital.com **Fund:** Henton Fund 2 (inception 1 Jan 2020) **Asset class:** Private Equity **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 9–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Regular | | Liquidity | Quarterly | | Term | 2-4 years | | Risk rating (manager) | medium | | Security type | Senior Secured | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Selective mid-market credit fund for established NZ companies with experienced credit team ## Sources - https://hentoncapital.com - https://wholesaleinvestor.co.nz/offers/henton-fund-2 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/peninsula-credit-fund-ii-lp # Peninsula Credit Fund II LP > 9-12% p.a. quarterly distributions **Manager:** [Peninsula Capital](https://wholesaleinvestor.co.nz/providers/peninsula-capital) — https://www.peninsulacredit.co.nz **Fund:** Peninsula Credit Fund II LP (inception 1 Jan 2020) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 9–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Open-ended evergreen | | Risk rating (manager) | medium | | Security type | Senior Secured | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Quarterly cash returns through senior secured loans leveraging deep NZ industry networks ## Sources - https://www.peninsulacredit.co.nz - https://wholesaleinvestor.co.nz/offers/peninsula-credit-fund-ii-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-debt-2 # Pioneer Capital Private Debt 2 > 8-12% p.a. from proven debt strategy **Manager:** [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) — FSP FSP43175 — https://pioneercapital.co.nz **Fund:** Pioneer Capital Private Debt 2 (inception 1 Jan 2022) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $250,000 | | Target return | 8–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | 5-7 years | | Management fee | 1.5% p.a. | | Risk rating (manager) | medium | | Security type | Senior Debt | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2022 | ## Description Established private debt strategy from NZ's largest and most experienced private capital investor ## Sources - https://pioneercapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175 - https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-debt-2 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/kkp-responsible-investment-fund # Kākāpō Responsible Investment Fund > 10-15% p.a. with impact focus **Manager:** [Bancorp](https://wholesaleinvestor.co.nz/providers/bancorp) — https://www.bancorp.co.nz **Fund:** Kākāpō Responsible Investment Fund (inception 1 Jan 2020) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10–15% target (p.a.), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Quarterly windows | | Term | 5-7 years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | medium | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2020 | ## Description AIP-focused mature private equity with responsible environmental and social impact focus ## Sources - https://www.bancorp.co.nz - https://wholesaleinvestor.co.nz/offers/kkp-responsible-investment-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/seedling-next-gen-agri-limited-partnership # Seedling Next Gen Agri Limited Partnership > 9% pre-tax IRR from sustainable dairy **Manager:** [Seedling](https://wholesaleinvestor.co.nz/providers/seedling) — https://www.seedling-investments.com **Fund:** Seedling Next Gen Agri Limited Partnership (inception 1 Jan 2020) **Asset class:** Venture Capital **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 9% target (IRR), per IM — not guaranteed | | Distribution frequency | Annual | | Liquidity | On Exit | | Term | 7-10 years | | Risk rating (manager) | medium | | Security type | Real Assets | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2020 | ## Description Strategic investment reshaping NZ dairy farming through sustainable practices and regenerative agriculture ## Sources - https://www.seedling-investments.com - https://wholesaleinvestor.co.nz/offers/seedling-next-gen-agri-limited-partnership --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/southern-alps-retirement-living-sunrise-fund # Southern Alps Retirement Living Sunrise Fund > 12-15% p.a. from retirement villages **Manager:** [Southern Alps](https://wholesaleinvestor.co.nz/providers/southern-alps) — http://www.scap.co.nz **Fund:** Southern Alps Retirement Living Sunrise Fund (inception 1 Jan 2020) **Asset class:** Property **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 12–15% target (p.a.), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 5-7 years | | Risk rating (manager) | medium | | Security type | Development Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2020 | ## Description Retirement village development culturally fit for Asian seniors as well as local elderly ## Sources - http://www.scap.co.nz - https://wholesaleinvestor.co.nz/offers/southern-alps-retirement-living-sunrise-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/greener-pastures-diversified-fund # Greener Pastures Diversified Fund > 8-12% p.a. tailored for AIP visa **Manager:** [Greener Pastures New Zealand](https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand) — https://www.greenerpastures.nz **Fund:** Greener Pastures Diversified Fund (inception 1 Jan 2020) **Asset class:** Agriculture **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $3,000,000 | | Target return | 8–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | 4 years (AIP requirement) | | Risk rating (manager) | medium | | Security type | Diversified Portfolio | | Tax structure | Managed Investment | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2020 | ## Description Specifically designed for AIP visa holders with diversified allocation across NZ PE, credit, and VC ## Sources - https://www.greenerpastures.nz - https://wholesaleinvestor.co.nz/offers/greener-pastures-diversified-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/greener-pastures-kiwifruit-fund # Greener Pastures Kiwifruit Fund > 8-12% p.a. from kiwifruit sector **Manager:** [Greener Pastures New Zealand](https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand) — https://www.greenerpastures.nz **Fund:** Greener Pastures Kiwifruit Fund (inception 1 Jan 2021) **Asset class:** Agriculture **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Annual | | Liquidity | On Exit | | Term | Long-term with liquidity options | | Risk rating (manager) | medium | | Security type | Real Assets | | Tax structure | Managed Fund | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2021 | ## Description Specialist fund investing exclusively in NZ's globally successful kiwifruit industry ## Sources - https://www.greenerpastures.nz - https://wholesaleinvestor.co.nz/offers/greener-pastures-kiwifruit-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/alvarium-active-investor-plus-service # Alvarium Active Investor Plus Service > Tailored to AIP requirements **Manager:** [Alvarium](https://wholesaleinvestor.co.nz/providers/alvarium) — FSP FSP20861 — https://alvarium.co.nz **Fund:** Alvarium Active Investor Plus Service (inception 1 Jan 2017) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $3,000,000 | | Distribution frequency | Portfolio dependent | | Liquidity | On Exit | | Term | 4 years (AIP requirement) | | Risk rating (manager) | medium | | Security type | Bespoke Portfolio | | Tax structure | Government Regulated | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2017 | ## Description Bespoke investment strategies for AIP Growth or Balanced categories with 25+ years experience ## Documents - [Product Disclosure Statement](https://cdn.prod.website-files.com/64adb99ccf71b52c5b184a5b/6847a929a6eb11ad4b7d3134_Service%20Disclosure%20Statement%20%20-%20Alvarium%20Active%20DIMS%20June%202024.pdf) — as at 1 Jun 2024 ## Sources - https://alvarium.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP20861 - https://cdn.prod.website-files.com/64adb99ccf71b52c5b184a5b/6847a929a6eb11ad4b7d3134_Service%20Disclosure%20Statement%20%20-%20Alvarium%20Active%20DIMS%20June%202024.pdf - https://wholesaleinvestor.co.nz/offers/alvarium-active-investor-plus-service --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/craigs-immigration-nz-investment-service # Craigs Immigration NZ Investment Service > Portfolio dependent returns **Manager:** [Craigs Investment Partners](https://wholesaleinvestor.co.nz/providers/craigs-investment-partners) — https://www.craigsip.com **Fund:** Craigs Immigration NZ Investment Service (inception 1 Jan 2017) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $3,000,000 | | Distribution frequency | Portfolio dependent | | Liquidity | On Exit | | Term | 4 years (AIP requirement) | | Risk rating (manager) | medium | | Security type | Discretionary Portfolio | | Tax structure | Discretionary Account | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2017 | ## Description Discretionary account providing choice of multiple managed funds to create personalised diverse portfolio ## Sources - https://www.craigsip.com - https://wholesaleinvestor.co.nz/offers/craigs-immigration-nz-investment-service --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/hunter-diversified-private-credit-fund # Hunter Diversified Private Credit Fund > 8-11% p.a. with monthly liquidity **Manager:** [Hunter Capital](https://wholesaleinvestor.co.nz/providers/hunter-capital) — https://www.hunterinvestments.co.nz **Fund:** Hunter Diversified Private Credit Fund (inception 1 Jan 2017) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–11% target (p.a.), per IM — not guaranteed | | Distribution frequency | Monthly | | Liquidity | Monthly | | Term | Open-ended | | Management fee | 0.83% p.a. | | Risk rating (manager) | medium | | Security type | Diversified Credit | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | ## Description Diversified exposure to non-bank lending with monthly subscriptions/redemptions and 7+ years track record ## Documents - [Product Disclosure Statement](https://www.hunterinvestments.co.nz/assets/Documents/Hunter_Private_Credit_Fund_PDS.pdf) - [SIPO](https://www.hunterinvestments.co.nz/assets/Documents/Hunter-Investment-Funds-SIPO.pdf) ## Sources - https://www.hunterinvestments.co.nz - https://www.hunterinvestments.co.nz/assets/Documents/Hunter_Private_Credit_Fund_PDS.pdf - https://www.hunterinvestments.co.nz/assets/Documents/Hunter-Investment-Funds-SIPO.pdf - https://wholesaleinvestor.co.nz/offers/hunter-diversified-private-credit-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/forsyth-barr-aip-managed-funds-account # Forsyth Barr AIP Managed Funds Account > Portfolio dependent returns **Manager:** [Forsyth Barr](https://wholesaleinvestor.co.nz/providers/forsyth-barr) — https://www.forsythbarr.co.nz **Fund:** Forsyth Barr AIP Managed Funds Account (inception 1 Jan 2017) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $3,000,000 | | Distribution frequency | Portfolio dependent | | Liquidity | On Exit | | Term | 4 years (AIP requirement) | | Risk rating (manager) | medium | | Security type | Fund of Funds | | Tax structure | Managed Account | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2017 | ## Description Personalized investment service with tailored and expertly managed fund of funds approach ## Sources - https://www.forsythbarr.co.nz - https://wholesaleinvestor.co.nz/offers/forsyth-barr-aip-managed-funds-account --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/jmi-wealth-active-investor-plus-portfolio # JMI Wealth Active Investor Plus Portfolio > Portfolio dependent returns **Manager:** [JMI Wealth](https://wholesaleinvestor.co.nz/providers/jmi-wealth) — https://shawandpartners.co.nz **Fund:** JMI Wealth Active Investor Plus Portfolio (inception 1 Jan 2017) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $3,000,000 | | Distribution frequency | Portfolio dependent | | Liquidity | On Exit | | Term | 4 years (AIP requirement) | | Risk rating (manager) | medium | | Security type | Discretionary Portfolio | | Tax structure | DIMS | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | | Open date | 1 Jan 2017 | ## Description Discretionary Investment Management Service providing bespoke diversified fund of funds approach ## Sources - https://shawandpartners.co.nz - https://wholesaleinvestor.co.nz/offers/jmi-wealth-active-investor-plus-portfolio --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-equity-v # Pioneer Capital Private Equity V > 15-20% p.a. from global expansion **Manager:** [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) — FSP FSP43175 — https://pioneercapital.co.nz **Fund:** Pioneer Capital Private Equity V (inception 1 Jan 2020) **Asset class:** Private Equity **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $250,000 | | Target return | 15–20% target (p.a.), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Quarterly windows | | Term | Open-ended | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2020 | ## Description 20-year strategy investing in high-margin NZ businesses expanding in large international markets ## Sources - https://pioneercapital.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175 - https://wholesaleinvestor.co.nz/offers/pioneer-capital-private-equity-v --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/greenmount-co-investment-fund-no1-lp # Greenmount Co-Investment Fund No.1 LP > 12-18% p.a. from co-investment **Manager:** [Greenmount Capital](https://wholesaleinvestor.co.nz/providers/greenmount-capital) — https://greenmount.com **Fund:** Greenmount Co-Investment Fund No.1 LP (inception 1 Jan 2020) **Asset class:** Fund of Funds **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $250,000 | | Target return | 12–18% target (p.a.), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 5-7 years | | Management fee | 1.5% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2020 | ## Description Co-invest alongside top-tier Australasian PE sponsors in mid-market companies ($50-300m EV) ## Sources - https://greenmount.com - https://wholesaleinvestor.co.nz/offers/greenmount-co-investment-fund-no1-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/greenmount-capital-new-economy-fund-lp # Greenmount Capital New Economy Fund LP > Target 20%+ IRR from new economy **Manager:** [Greenmount Capital](https://wholesaleinvestor.co.nz/providers/greenmount-capital) — https://greenmount.com **Fund:** Greenmount Capital New Economy Fund LP (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $250,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 7-10 years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description Series A focus on globally scalable businesses across seven transformative themes shaping future economy ## Sources - https://greenmount.com - https://wholesaleinvestor.co.nz/offers/greenmount-capital-new-economy-fund-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/gd1-fund-3-lp # GD1 Fund 3 LP > Anchored by NZ Government largest VC investment **Manager:** [GD1](https://wholesaleinvestor.co.nz/providers/gd1) — https://www.gd1.vc **Fund:** GD1 Fund 3 LP (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Investing ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | On Exit | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description $150M generalist fund investing in NZ-originated early-stage technology companies with global aspirations ## Sources - https://www.gd1.vc - https://wholesaleinvestor.co.nz/offers/gd1-fund-3-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/pcg-diversified-new-zealand-private-debt-fund # PCG Diversified New Zealand Private Debt Fund > 8-10% p.a. with weekly liquidity **Manager:** [PCG](https://wholesaleinvestor.co.nz/providers/pcg) — https://www.privatecapitalgroup.co.nz **Fund:** PCG Diversified New Zealand Private Debt Fund (inception 1 Jan 2015) **Asset class:** Private Credit **Platform:** Snowball Effect **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–10% target (p.a.), per IM — not guaranteed | | Distribution frequency | Monthly | | Liquidity | Weekly | | Term | Open-ended | | Management fee | 0.75% p.a. | | Risk rating (manager) | medium | | Security type | Senior Secured | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Open-ended PIE with senior secured loans, weekly liquidity, and monthly cash distributions ## Documents - [Information Memorandum](https://s3.snowballeffect.co.nz/PgxgJbWj8lCsJ3RokDLLYdEyahfzdIYQJ3E0uaBS.pdf) ## Sources - https://www.privatecapitalgroup.co.nz - https://s3.snowballeffect.co.nz/PgxgJbWj8lCsJ3RokDLLYdEyahfzdIYQJ3E0uaBS.pdf - https://wholesaleinvestor.co.nz/offers/pcg-diversified-new-zealand-private-debt-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/2040-ventures-climate-fund # 2040 Ventures Climate Fund > Climate tech VC with 25% target IRR **Manager:** [2040 Ventures](https://wholesaleinvestor.co.nz/providers/2040-ventures) — FSP FSP288485 — https://www.2040.co.nz **Fund:** Climate Venture Capital Fund (inception 1 Jan 2023) **Asset class:** Venture Capital **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Monthly | | Term | 10 years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2023 | ## Description Award-winning climate investor targeting 25% IRR by backing companies mitigating 50M tonnes CO2-e before 2035 ## Sources - https://www.2040.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP288485 - https://wholesaleinvestor.co.nz/offers/2040-ventures-climate-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/williams-corporation-completed-homes-lp # Williams Corporation Completed Homes LP > 10% p.a. secured by completed homes **Manager:** [Williams Corporation](https://wholesaleinvestor.co.nz/providers/williams-corporation) — FSP FSP1000326 — https://www.williamscorporationfunds.co.nz **Fund:** Williams Corporation Lending Program (inception 1 Jan 2019) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | Medium term | | Risk rating (manager) | low | | Security type | First Mortgage - Completed Homes | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description First mortgage securities against completed homes only - lower risk than development ## Sources - https://www.williamscorporationfunds.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1000326 - https://wholesaleinvestor.co.nz/offers/williams-corporation-completed-homes-lp --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv # Icehouse Ventures Seed Fund IV > Backing brave Kiwi founders **Manager:** [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) — FSP FSP18944 — https://www.icehouseventures.co.nz **Fund:** Icehouse Ventures Seed Fund (inception 1 Jan 2003) **Asset class:** Venture Capital **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Target return | 15–25% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Quarterly trading windows | | Term | 10+ years | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | | Open date | 1 Jan 2025 | ## Description Fourth vintage of New Zealand's most active early-stage venture fund backing brave Kiwi founders ## Sources - https://www.icehouseventures.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944 - https://wholesaleinvestor.co.nz/offers/icehouse-ventures-seed-fund-iv --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/myfarm-kiwifruit-fund-limited-partnership # MyFarm KiwiFruit Fund Limited Partnership > Invest in NZ's globally successful kiwifruit industry **Manager:** [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) — FSP FSP1003795 — https://www.myfarm.co.nz **Fund:** MyFarm KiwiFruit Fund (inception 1 Jan 2020) **Asset class:** Agriculture **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10% target (p.a.), per IM — not guaranteed | | Distribution frequency | Annual | | Liquidity | On Exit | | Term | Long-term with liquidity options | | Risk rating (manager) | medium | | Security type | Real Assets | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | ## Description Diversified portfolio of established SunGold kiwifruit orchards and Zespri shares with strong track record ## Sources - https://www.myfarm.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795 - https://wholesaleinvestor.co.nz/offers/myfarm-kiwifruit-fund-limited-partnership --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/cquest-forestry-fund-limited-partnership # CQuest Forestry Fund Limited Partnership > Forestry with carbon credit potential **Manager:** [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) — FSP FSP1003795 — https://www.myfarm.co.nz **Fund:** CQuest Forestry Fund (inception 1 Jan 2022) **Asset class:** Forestry **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Target return | 9–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Annual | | Liquidity | On Exit | | Term | Open-ended after first close | | Risk rating (manager) | medium | | Security type | Real Assets | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Balanced | ## Description Carbon and production forestry assets targeting up to 2000 hectares managed by MyFarm ## Documents - [Information Memorandum](https://www.myfarm.co.nz/images/assets/2389/1/cquest%20forestry%20fund%20lp%20information%20brief%2019-3-2025%20-%20final.pdf) — as at 19 Mar 2025 ## Sources - https://www.myfarm.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795 - https://www.myfarm.co.nz/images/assets/2389/1/cquest%20forestry%20fund%20lp%20information%20brief%2019-3-2025%20-%20final.pdf - https://wholesaleinvestor.co.nz/offers/cquest-forestry-fund-limited-partnership --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/finbase-pie-fund # Finbase PIE Fund > 9% p.a. with first mortgage security **Manager:** [Finbase](https://wholesaleinvestor.co.nz/providers/finbase) — FSP FSP1003560 — https://www.finbase.nz **Fund:** Finbase Mortgage Program (inception 1 Jan 2015) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 9% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly | | Term | Open-ended | | Risk rating (manager) | medium | | Security type | First Mortgage | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Diversified portfolio of first ranking mortgages across NZ real estate with Public Trust as trustee ## Sources - https://www.finbase.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003560 - https://wholesaleinvestor.co.nz/offers/finbase-pie-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/williams-corporation-first-mortgage-investments # Williams Corporation First Mortgage Investments > 10% p.a. first mortgage returns **Manager:** [Williams Corporation](https://wholesaleinvestor.co.nz/providers/williams-corporation) — FSP FSP1000326 — https://www.williamscorporationfunds.co.nz **Fund:** Williams Corporation Lending Program (inception 1 Jan 2019) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | Medium term | | Risk rating (manager) | medium | | Security type | First Mortgage | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description First mortgage securities only with material guarantees ## Sources - https://www.williamscorporationfunds.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1000326 - https://wholesaleinvestor.co.nz/offers/williams-corporation-first-mortgage-investments --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/williams-corporation-capital # Williams Corporation Capital > 10% p.a. returns secured by property **Manager:** [Williams Corporation](https://wholesaleinvestor.co.nz/providers/williams-corporation) — FSP FSP1000326 — https://www.williamscorporationfunds.co.nz **Fund:** Williams Corporation Lending Program (inception 1 Jan 2019) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 10% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | Medium term | | Risk rating (manager) | medium | | Security type | Material Property Securities | | Tax structure | Flow-through | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description First or second mortgage lending secured by material property securities and guarantees ## Sources - https://www.williamscorporationfunds.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1000326 - https://wholesaleinvestor.co.nz/offers/williams-corporation-capital --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/jasper-industrial-income-plus-fund-10 # Jasper Industrial Income Plus Fund 1.0 > Industrial properties with passive income **Manager:** [Jasper](https://wholesaleinvestor.co.nz/providers/jasper) — FSP 692011 — https://jasper.io **Fund:** Industrial Income Plus Fund (inception 1 Jan 2019) **Asset class:** Property **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $25,000 | | Target return | 7–9% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Secondary Market | | Term | Open-ended | | Management fee | 1.5% p.a. | | Risk rating (manager) | medium | | Security type | Equity | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Multi-asset industrial property fund in Auckland region with long-term leases providing passive income ## Sources - https://jasper.io - https://fsp-register.companiesoffice.govt.nz/search?q=692011 - https://wholesaleinvestor.co.nz/offers/jasper-industrial-income-plus-fund-10 --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/fmt-wholesale-fund # FMT Wholesale Fund > 30 years, no capital losses, bonus returns **Manager:** [First Mortgage Trust](https://wholesaleinvestor.co.nz/providers/first-mortgage-trust) — FSP FSP31642 — https://fmt.co.nz **Fund:** FMT Wholesale Fund (inception 1 Jan 2015) **Asset class:** Private Credit **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $500,000 | | Distribution frequency | Quarterly | | Liquidity | Quarterly after 2 years | | Term | Minimum 2 years | | Risk rating (manager) | low | | Security type | First Mortgage | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | No | ## Description Wholesale fund with 2-year minimum term offering bonus returns above retail GIF fund ## Sources - https://fmt.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP31642 - https://wholesaleinvestor.co.nz/offers/fmt-wholesale-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/castlerock-partners-fund # Castlerock Partners Fund > 8% distributions + capital growth **Manager:** [Castlerock Partners](https://wholesaleinvestor.co.nz/providers/castlerock-partners) — FSP FSP1008633 — https://www.castlerockpartners.co.nz **Fund:** Castlerock Partners Fund (inception 1 Jan 2017) **Asset class:** Private Equity **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 8–15% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | Quarterly redemptions | | Term | Open-ended evergreen | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | medium | | Security type | Equity | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Income-oriented private equity fund with 8% quarterly distributions targeting great Kiwi businesses ## Sources - https://www.castlerockpartners.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1008633 - https://wholesaleinvestor.co.nz/offers/castlerock-partners-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/2040-ventures-punakaiki-fund # 2040 Ventures Punakaiki Fund > Evergreen VC with 20% target returns **Manager:** [2040 Ventures](https://wholesaleinvestor.co.nz/providers/2040-ventures) — FSP FSP288485 — https://www.2040.co.nz **Fund:** Punakaiki Fund (inception 1 Jan 2013) **Asset class:** Venture Capital **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $100,000 | | Target return | 20% target (IRR), per IM — not guaranteed | | Distribution frequency | At Exit | | Liquidity | Monthly | | Term | Open-ended | | Management fee | 2% p.a. | | Performance fee | 20% | | Risk rating (manager) | high | | Security type | Equity | | Tax structure | PIE | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Evergreen venture capital fund with proven track record of successful exits including Vend, Timely, and Linewize ## Sources - https://www.2040.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP288485 - https://wholesaleinvestor.co.nz/offers/2040-ventures-punakaiki-fund --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/offers/myfarm-solar-fund-limited-partnership # MyFarm Solar Fund Limited Partnership > Solar infrastructure with 10-12% returns **Manager:** [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) — FSP FSP1003795 — https://www.myfarm.co.nz **Fund:** MyFarm Solar Fund (inception 1 Jan 2021) **Asset class:** Infrastructure **Status:** Open ## Key facts | Attribute | Value | |---|---| | Minimum investment | NZD $50,000 | | Target return | 10–12% target (p.a.), per IM — not guaranteed | | Distribution frequency | Quarterly | | Liquidity | On Exit | | Term | Long-term with PPA backing | | Risk rating (manager) | medium | | Security type | Real Assets | | Tax structure | LP | | Wholesale-only | Yes (FMCA 2013 Schedule 1) | | AIP visa eligible | Yes — Growth | ## Description Portfolio of solar farms across NZ with projected returns supported by long-term Power Purchase Agreements ## Sources - https://www.myfarm.co.nz - https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795 - https://wholesaleinvestor.co.nz/offers/myfarm-solar-fund-limited-partnership --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- # ─────────────────────────────────────────────────────────────────── # FUNDS (119) # ─────────────────────────────────────────────────────────────────── ## https://wholesaleinvestor.co.nz/funds/aam-corporate-loan-fund-iii # AAM Corporate Loan Fund III Floating-rate corporate-lending fund from AAM (Aotea Asset Management) — NZ's first domestically owned private-credit manager. Floating-rate margin above the Official Cash Rate (OCR). Wholesale-only, FMCA Clause 3 exemption. Details from manager: will@aotea-am.co.nz. Referenced in WI blog 2024-returns table editorial; fund row added 2026-05-19 as placeholder pending direct manager confirmation of target return / minimum / structure / inception date. ## Key facts | Attribute | Value | |---|---| | Manager | [AAM](https://wholesaleinvestor.co.nz/providers/aam) | | Asset class | Private Credit | | Structure | Open-ended | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [AAM](https://wholesaleinvestor.co.nz/providers/aam) - Website: https://www.aotea-am.co.nz - FSP: [FSP1001167](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1001167) - NZBN: [9429049199208](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049199208/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/aam-infrastructure-loan-fund # AAM Infrastructure Loan Fund Senior secured loan fund (AIP Growth Category) lending to NZ infrastructure-owning businesses, infrastructure services providers, and entities underpinning NZ infrastructure growth. Targets robust downside protection and stable income. ## Key facts | Attribute | Value | |---|---| | Manager | [AAM](https://wholesaleinvestor.co.nz/providers/aam) | | Asset class | Infrastructure | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "AAM Infrastructure Loan Fund on NZTE Acceptable Managed Funds list, added 2026-03-04" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Senior secured loans to New Zealand infrastructure owning businesses, infrastructure services providers and other entities which underpin NZ's infrastructure growth — offering robust downside protection and stable income" Source: https://www.aotea-am.co.nz/ ## Provider - [AAM](https://wholesaleinvestor.co.nz/providers/aam) - Website: https://www.aotea-am.co.nz - FSP: [FSP1001167](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1001167) - NZBN: [9429049199208](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049199208/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/aanz # AANZ Aviation and Aerospace New Zealand Fund (AANZ) — conservative, 100% asset-backed regular distribution fund managed by Bancorp. Owns and leases modern helicopters to large NZ fleet operators (emergency medical, search-and-rescue, government contracts). 3-year liquidity. AIP Growth Category pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Aviation Aerospace New Zealand](https://wholesaleinvestor.co.nz/providers/aviation-aerospace-new-zealand) | | Asset class | Infrastructure | | Structure | Fund | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "AANZ is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Conservative, 100% asset backed, regular distribution fund. Owns and leases modern helicopters with customers being large fleet owners providing services including emergency medical and search and rescue backed by government contracts. Liquidity to investors after 3 years. Manage" Source: https://aanzfund.co.nz/ ## Provider - [Aviation Aerospace New Zealand](https://wholesaleinvestor.co.nz/providers/aviation-aerospace-new-zealand) - Website: https://www.bancorp.co.nz - NZBN: [9429052879432](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052879432/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/acif-nz-investment-fund # ACIF NZ Investment Fund Wholesale scheme focused on NZ SMEs with AU$800M proven track record delivering sustainable returns ## Key facts | Attribute | Value | |---|---| | Manager | [ACIF](https://wholesaleinvestor.co.nz/providers/acif) | | Asset class | Fund of Funds | | Structure | Managed Investment Scheme | | Inception | 1 Jan 2025 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "ACIF NZ Investment Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [ACIF](https://wholesaleinvestor.co.nz/providers/acif) - Website: https://acifunds.co.nz - NZBN: [9429051382209](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051382209/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/active-long-term-growth-fund # Active Long Term Growth Fund Open-ended private equity fund managed by ForthCo Limited, backing proven profitable NZ businesses ($10-100M EV) with quarterly distributions and redemptions. Target return 12% p.a. $100,000 minimum. AIP Growth Category pre-approved (NZTE-listed as "ForthCo Limited" 2025-08-27). ## Key facts | Attribute | Value | |---|---| | Manager | [ForthCo](https://wholesaleinvestor.co.nz/providers/forthco) | | Asset class | Private Equity | | Structure | Evergreen Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Active Long Term Growth Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **nzte_listed_as** = `"ForthCo Limited"` > "NZTE Acceptable Managed Funds list entry "ForthCo Limited" (added 2025-08-27) refers to this fund — ForthCo Limited is the manager of Active Long Term Growth Fund (open-ended private equity, $100K min, target 12% p.a.). Consolidated 2026-05-20." Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [ForthCo](https://wholesaleinvestor.co.nz/providers/forthco) - Website: https://www.forthco.nz - NZBN: [9429047890183](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047890183/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/altered-capital-venture-fund-ii # Altered Capital Venture Fund II NZ$100M Venture Fund II (Altered Capital, $250M FUM / $1B FUA). Backs companies with product-market fit in technology, healthcare, and financial sectors. Fund I tracking gross IRR >40% (top decile). Founding team has delivered top-decile venture performance + distributions at scale in US and UK. AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Altered Capital](https://wholesaleinvestor.co.nz/providers/altered-capital) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $100,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Altered Capital Venture Fund II is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Altered Capital, $250m FUM and $1B FUA, backs companies with product market fit. Venture Fund II NZ$100m, focused on technology, healthcare, financial sectors. Venture Fund I tracking gross IRR >40%, top decile." Source: https://www.alteredcapital.com/case-studies/new-zealands-golden-visa ## Provider - [Altered Capital](https://wholesaleinvestor.co.nz/providers/altered-capital) - Website: https://www.alteredcapital.com - NZBN: [9429049903423](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049903423/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/alvarium-active-investor-plus-service # Alvarium Active Investor Plus Service Bespoke AIP Growth/Balanced strategies with 25+ years experience ## Key facts | Attribute | Value | |---|---| | Manager | [Alvarium](https://wholesaleinvestor.co.nz/providers/alvarium) | | Asset class | Fund of Funds | | Structure | Bespoke Portfolio | | Inception | 1 Jan 2017 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **pds_url** = `"https://cdn.prod.website-files.com/64adb99ccf71b52c5b184a5b/6847a929a6eb11ad4b7d3134_Service%20Disclosure%20Statement%20%20-%20Alvarium%20Active%20DIMS%20June%202024.pdf"` > "Service Disclosure Statement - Alvarium Active DIMS June 2024" Source: https://alvarium.co.nz/documents ## Provider - [Alvarium](https://wholesaleinvestor.co.nz/providers/alvarium) - Website: https://alvarium.co.nz - FSP: [FSP20861](https://fsp-register.companiesoffice.govt.nz/search?q=FSP20861) - NZBN: [9429047248113](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047248113/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/amber-partners-infrastructure-nz-fund # Amber & Partners Infrastructure NZ Fund (AIP APINZ LP) Evergreen NZ infrastructure fund (AIP APINZ LP) — long-term capital growth + stable distributions via structured liquidity / scheduled redemption windows. Managed by Amber Infrastructure Group (acquired Morrison & Co's NZ infrastructure assets 2022). AIP Growth Category (NZTE 2025-12-15). ## Key facts | Attribute | Value | |---|---| | Manager | [Amber & Partners](https://wholesaleinvestor.co.nz/providers/amber-partners) | | Asset class | Infrastructure | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Amber & Partners Infrastructure NZ Fund (AIP APINZ LP) on NZTE Acceptable Managed Funds list, added 2025-12-15" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Aims to offer exposure to New Zealand infrastructure. The Fund intends to target risk-adjusted returns through long-term capital growth and stable distributions. APINZ is an evergreen fund designed to pair exposure to stable, long-term duration infrastructure, with structured liq" Source: https://www.amberinfrastructure.com/funds/amber-partners-infrastructure-new-zealand-fund/ ## Provider - [Amber & Partners](https://wholesaleinvestor.co.nz/providers/amber-partners) - Website: https://www.amberinfrastructure.com - NZBN: [9429053286628](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429053286628/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/arc-capital # ARC Capital Investment in NZ aged care and healthcare sectors with conservative gearing and regular cash distributions ## Key facts | Attribute | Value | |---|---| | Manager | [ARC Capital](https://wholesaleinvestor.co.nz/providers/arc-capital) | | Asset class | Fund of Funds | | Structure | Fund | | Inception | 1 Jan 2018 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "ARC Capital is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [ARC Capital](https://wholesaleinvestor.co.nz/providers/arc-capital) - Website: https://arccapital.co.nz - NZBN: [9429052623097](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052623097/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/artesian-green-sustainable-bond-fund-wholesale # Artesian Green & Sustainable Bond Fund (Wholesale) NZD-denominated green and sustainable bond fund. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Bonds & Fixed Income | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/awatea-forest-fund # Awatea Forest Fund Production forestry and carbon fund targeting 5,000 hectares of premium NZ forest assets. Investment in land, trees, and carbon credits with annual cash distributions commenced. ## Key facts | Attribute | Value | |---|---| | Manager | [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) | | Asset class | Forestry | | Structure | MIS | | Inception | 9 Mar 2022 | | Evergreen | No — closed-end vintage | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | | Disclose Register | [Scheme entry](https://smartinvestor.sorted.org.nz/mips/SCH13289/OFR13290/) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) - Website: https://rogerdickie.co.nz - FSP: [FSP512246](https://fsp-register.companiesoffice.govt.nz/search?q=FSP512246) - NZBN: [9429038540950](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429038540950/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/begroup-investments-ii-lp # BeGroup Investments II LP Operator of retirement village and assisted living services. Provides exposure to NZ's growing retirement village + aged care sectors (demand projected to peak ~2048 driven by aging population). AIP Growth Category (NZTE 2025-11-10). ## Key facts | Attribute | Value | |---|---| | Manager | [BeGroup](https://wholesaleinvestor.co.nz/providers/begroup) | | Asset class | Venture Capital | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "BeGroup Investments II LP on NZTE Acceptable Managed Funds list, added 2025-11-10" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Operator of retirement village and assisted living services. NZ retirement village and aged care sectors — demand based on aging population doesn't peak until 2048" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [BeGroup](https://wholesaleinvestor.co.nz/providers/begroup) - NZBN: [9429049376135](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049376135/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/blairlogie-pine-investment-limited-partnership # Blairlogie Pine Investment Limited Partnership 888 hectares young second rotation Radiata pine forest in Wairarapa. Primary focus on carbon sequestration with 80%+ land in ETS. Captures 48 tonnes CO2e annually per 200-share investment. ## Key facts | Attribute | Value | |---|---| | Manager | [Forest Enterprises](https://wholesaleinvestor.co.nz/providers/forest-enterprises) | | Asset class | Forestry | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Retail eligible | | Disclose Register | [Scheme entry](https://smartinvestor.sorted.org.nz/mips/SCH13821/OFR13824/) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Forest Enterprises' Blairlogie Pine Investment qualifies as an AIP Growth investment." Source: https://www.forestenterprises.co.nz/wp-content/uploads/2026/01/Active-Investor-Plus-Information.pdf - **aip_category** = `"growth"` > "qualifies as an AIP Growth investment" Source: https://www.forestenterprises.co.nz/wp-content/uploads/2026/01/Active-Investor-Plus-Information.pdf - **is_wholesale_only** = `false` > "Minimum investment $13,538 (200 shares) … Prospective investors should read the Product Disclosure Statement (PDS) before making an investment decision" Source: https://www.forestenterprises.co.nz/wp-content/uploads/dlm_uploads/2025/12/Blairlogie-Pine-Summary.pdf - **fact_sheet_url** = `"https://www.forestenterprises.co.nz/wp-content/uploads/dlm_uploads/2025/12/Blairlogie-Pine-Summary.pdf"` > "BLAIRLOGIE PINE INVESTMENT (Summary, December 2025)" Source: https://www.forestenterprises.co.nz/wp-content/uploads/dlm_uploads/2025/12/Blairlogie-Pine-Summary.pdf ## Provider - [Forest Enterprises](https://wholesaleinvestor.co.nz/providers/forest-enterprises) - Website: https://www.forestenterprises.co.nz - FSP: [FSP37784](https://fsp-register.companiesoffice.govt.nz/search?q=FSP37784) - NZBN: [9429031875752](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429031875752/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/blossum-aip-fund # Blossum AIP Fund Wholesale property-secured NZ private credit fund (FMA/AIP-regulated). Provides finance to NZ SMEs via secured lending (first-and-second-ranking mortgages + GSA). LVR cap <75%. Target monthly income distributions. AIP investors: NZD $1M minimum within $5M AIP total; other wholesale: NZD $150K min, target 7% p.a. interest. ## Key facts | Attribute | Value | |---|---| | Manager | [Blossum](https://wholesaleinvestor.co.nz/providers/blossum) | | Asset class | Private Credit | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Blossum AIP Fund on NZTE Acceptable Managed Funds list, added 2026-03-10" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "NZD $1M Blossum minimum (within $5M AIP total). Target return 7% interest p.a., minimum investment $150,000 for other wholesale. Portfolio weighted-average LVR cap <75%, diversification-limited, active monitoring, regular monthly income distributions" Source: https://blossum.nz/ ## Provider - [Blossum](https://wholesaleinvestor.co.nz/providers/blossum) - Website: https://blossum.nz - FSP: [FSP1004471](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004471) - NZBN: [9429050758104](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050758104/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/blossum-wholesale-fund # Blossum Wholesale Fund Property-backed private credit fund offering 8% p.a. returns (before tax, after fees). Invests in business loans secured by first and second-ranking mortgages over New Zealand property with a typical maximum LVR of 75%. Structured as a PIE with tax capped at 28% for investors including trusts. Target borrowers include companies, trusts, and experienced individuals in real estate for bridging, refurbishment, and working capital purposes. ## Key facts | Attribute | Value | |---|---| | Manager | [Blossum](https://wholesaleinvestor.co.nz/providers/blossum) | | Asset class | Private Credit | | Structure | PIE | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Blossum](https://wholesaleinvestor.co.nz/providers/blossum) - Website: https://blossum.nz - FSP: [FSP1004471](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004471) - NZBN: [9429050758104](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050758104/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/blue-ocean-capital-group-plus-lp # Blue Ocean Capital Group Plus Limited Partnership Renewable energy fund targeting NZ commercial + industrial PV solar projects and solar farms. Target fund size NZD$200M supporting 120MW of solar capacity. AIP Growth Category (NZTE 2025-11-19). ## Key facts | Attribute | Value | |---|---| | Manager | [Blue Ocean Capital](https://wholesaleinvestor.co.nz/providers/blue-ocean-capital) | | Asset class | Infrastructure | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Blue Ocean Capital Group Plus Limited Partnership on NZTE Acceptable Managed Funds list, added 2025-11-19" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "NZ renewable energy sector, targeting commercial and industrial PV projects and solar farms. Target fund size NZD$200 million, goal of supporting 120 MW of solar capacity" Source: https://bocg.co.nz/ ## Provider - [Blue Ocean Capital](https://wholesaleinvestor.co.nz/providers/blue-ocean-capital) - Website: https://bocg.co.nz - NZBN: [9429033314655](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033314655/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/booster-innovation-fund # Booster Innovation Fund Early-stage NZ innovation and tech startups based on intellectual property with global potential. Focus: biotech, chemistry, physics, materials science, data analytics. Listed PIE on NZX (BIF). ## Key facts | Attribute | Value | |---|---| | Manager | [Booster](https://wholesaleinvestor.co.nz/providers/booster) | | Asset class | Venture Capital | | Structure | Listed PIE | | Inception | 18 Nov 2021 | | Evergreen | No — closed-end vintage | | AIP visa eligible | No | | Investor class | Retail eligible | | Disclose Register | [Scheme entry](https://smartinvestor.sorted.org.nz/mips/SCH13202/OFR13203/) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Booster](https://wholesaleinvestor.co.nz/providers/booster) - Website: https://www.booster.co.nz - FSP: [FSP28142](https://fsp-register.companiesoffice.govt.nz/search?q=FSP28142) - NZBN: [9429037597320](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429037597320/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/boston-me-economic-growth-fund # Boston ME Economic Growth Fund Wholesale-only AIP Growth investment vehicle deploying capital into NZ businesses across artificial intelligence, advanced manufacturing, fintech and other high-impact sectors. Structured to be compatible with Active Investor Plus visa eligibility. ## Key facts | Attribute | Value | |---|---| | Manager | [Boston ME](https://wholesaleinvestor.co.nz/providers/boston-me) | | Asset class | Venture Capital | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Boston ME Economic Growth Fund on NZTE Acceptable Managed Funds list, added 2025-12-22" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Wholesale-only investment vehicle dedicated to supporting New Zealand's economic growth" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Wholesale-only investment vehicle dedicated to powering NZ economic transformation — AI, advanced manufacturing, fintech and other high-impact sectors. All investments structured to be compatible with Active Investor Plus visa eligibility." Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Boston ME](https://wholesaleinvestor.co.nz/providers/boston-me) - NZBN: [9429053133342](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429053133342/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/brand-fund-2 # Brand Fund 2 Series A & B in high-growth B2B companies - SaaS, Martech, Fintech ## Key facts | Attribute | Value | |---|---| | Manager | [Previously Unavailable](https://wholesaleinvestor.co.nz/providers/previously-unavailable) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2024 | | Fund size | NZD $15,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Brand Fund 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Previously Unavailable](https://wholesaleinvestor.co.nz/providers/previously-unavailable) - Website: https://previouslyunavailable.com - NZBN: [9429041156124](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429041156124/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/bridgewest-venture-fund-1-lp # Bridgewest Venture Fund 1 LP Deep-tech incubation in life sciences, medtech, cleantech, AI, and advanced sensors ## Key facts | Attribute | Value | |---|---| | Manager | [Bridgewest Group](https://wholesaleinvestor.co.nz/providers/bridgewest-group) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $25,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Bridgewest Venture Fund 1 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Bridgewest Group](https://wholesaleinvestor.co.nz/providers/bridgewest-group) - Website: https://bridgewest.ventures - NZBN: [9429052918179](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052918179/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/capital-connect-aip # Capital Connect Structured credit and growth-oriented lending fund across NZ (Capital Connect No. 1 LP). Wholesale investor eligibility required. AIP Growth Category pre-approved (NZTE 2025-12-17). ## Key facts | Attribute | Value | |---|---| | Manager | [Capital Connect](https://wholesaleinvestor.co.nz/providers/capital-connect) | | Asset class | Private Credit | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Capital Connect on NZTE Acceptable Managed Funds list, added 2025-12-17" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Capital Connect No. 1 LP — structured credit and growth-oriented lending opportunities across New Zealand" Source: https://capitalconnect.co.nz/ ## Provider - [Capital Connect](https://wholesaleinvestor.co.nz/providers/capital-connect) - Website: https://capitalconnect.co.nz - NZBN: [9429051783723](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051783723/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/castlerock-partners-fund # Castlerock Partners Fund Evergreen private equity fund managed by Bancorp. Invests in NZ businesses with long-term prospects and enterprise values typically over $5M. Distribution-focused: targets 8% p.a. annual return on fund value plus long-term capital growth. $100,000 minimum (Bancorp discusses individual circumstances). Wholesale investors only. ## Key facts | Attribute | Value | |---|---| | Manager | [Castlerock Partners](https://wholesaleinvestor.co.nz/providers/castlerock-partners) | | Asset class | Private Equity | | Structure | Evergreen | | Inception | 1 Jan 2017 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Castlerock Partners Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Evergreen private equity fund backed and managed by Bancorp. Open-ended distribution focused fund investing in kiwi businesses with long-term future prospects, enterprise values typically in excess of $5 million. Target 8.0% return on fund value each year. Investors typically mak" Source: https://www.castlerockpartners.co.nz/ ## Provider - [Castlerock Partners](https://wholesaleinvestor.co.nz/providers/castlerock-partners) - Website: https://www.castlerockpartners.co.nz - FSP: [FSP1008633](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1008633) - NZBN: [9429042428749](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042428749/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/climate-venture-capital-fund # Climate Venture Capital Fund Award-winning climate investor aiming for 25% IRR by backing companies mitigating 50M tonnes CO2-e before 2035 ## Key facts | Attribute | Value | |---|---| | Manager | [2040 Ventures](https://wholesaleinvestor.co.nz/providers/2040-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $50,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Climate Venture Capital Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [2040 Ventures](https://wholesaleinvestor.co.nz/providers/2040-ventures) - Website: https://www.2040.co.nz - FSP: [FSP288485](https://fsp-register.companiesoffice.govt.nz/search?q=FSP288485) - NZBN: [9429030274563](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429030274563/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/cquest-forestry-fund # CQuest Forestry Fund Carbon and production forestry assets targeting up to 2000 hectares ## Key facts | Attribute | Value | |---|---| | Manager | [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) | | Asset class | Forestry | | Structure | Limited Partnership | | Inception | 1 Jan 2022 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "CQuest Forestry Fund Limited Partnership (added to NZTE Acceptable Managed Funds list 2025-05-13)" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category pre-approved managed fund" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) - Website: https://www.myfarm.co.nz - FSP: [FSP1003795](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795) - NZBN: [9429052582424](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052582424/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/craigs-immigration-nz-investment-service # Craigs Immigration NZ Investment Service Discretionary investment management with multiple managed funds choice ## Key facts | Attribute | Value | |---|---| | Manager | [Craigs Investment Partners](https://wholesaleinvestor.co.nz/providers/craigs-investment-partners) | | Asset class | Fund of Funds | | Structure | Discretionary Account | | Inception | 1 Jan 2017 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Craigs Immigration NZ Investment Service is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Craigs Investment Partners](https://wholesaleinvestor.co.nz/providers/craigs-investment-partners) - Website: https://www.craigsip.com - NZBN: [9429039284167](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039284167/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/cultivate-ventures-limited-partnership # Cultivate Ventures Limited Partnership Industry-backed agri-tech and agri-food fund targeting 15% IRR ## Key facts | Attribute | Value | |---|---| | Manager | [Cultivate Ventures](https://wholesaleinvestor.co.nz/providers/cultivate-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $30,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Cultivate Ventures Limited Partnership is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Cultivate Ventures](https://wholesaleinvestor.co.nz/providers/cultivate-ventures) - Website: https://www.cultivateventures.co.nz - NZBN: [9429051239633](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051239633/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/dairy-enhancement-fund # Dairy Enhancement Fund NZ dairy farm-land ownership MIS managing 4 farms with ~3,700 cows. Targets 5,000 head and 2,000 hectares. $50,000 minimum, $10K increments. Retail-eligible (PDS via Disclose Register). NOT NZTE AIP-pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) | | Asset class | Agriculture | | Structure | MIS | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Retail eligible | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `false` > "Not present on NZTE Acceptable Managed Funds list as of 2026-05-20" Source: https://www.nzte.govt.nz/page/managed-funds - **is_wholesale_only** = `false` > "open to all New Zealander's; minimum $50,000 with subsequent increments of $10,000; PDS available through the Disclose Register" Source: https://invest.rogerdickie.co.nz/dairy-enhancement-fund ## Provider - [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) - Website: https://rogerdickie.co.nz - FSP: [FSP512246](https://fsp-register.companiesoffice.govt.nz/search?q=FSP512246) - NZBN: [9429038540950](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429038540950/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/de-capital-fund # DE Capital Fund Senior secured loans plus warrants to mid-market NZ businesses with equity upside ## Key facts | Attribute | Value | |---|---| | Manager | [DE Capital](https://wholesaleinvestor.co.nz/providers/de-capital) | | Asset class | Private Equity | | Structure | Open-ended | | Inception | 1 Jan 2009 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "DE Capital Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [DE Capital](https://wholesaleinvestor.co.nz/providers/de-capital) - Website: https://www.decapital.co.nz - FSP: [FSP1004362](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004362) - NZBN: [9429047502291](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047502291/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-alpha-fund-wholesale # Devon Alpha Fund (Wholesale) Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Listed Equities | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-australian-fund-wholesale # Devon Australian Fund (Wholesale) Concentrated portfolio of quality Australian equities with strong cash flows and growth prospects. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Listed Equities | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-diversified-income-fund-wholesale # Devon Diversified Income Fund (Wholesale) Multi-asset income fund across equities, credit, and other income-generating securities. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Multi-Asset & Diversified | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-dividend-yield-fund-wholesale # Devon Dividend Yield Fund (Wholesale) Income-focused fund targeting quality dividend-paying Australasian companies. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Listed Equities | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-global-impact-bond-fund-wholesale # Devon Global Impact Bond Fund (Wholesale) Fixed income fund investing in bonds with positive environmental and social impact. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Bonds & Fixed Income | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-global-sustainability-fund-wholesale # Devon Global Sustainability Fund (Wholesale) Global equities fund with ESG focus. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Listed Equities | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-sustainability-fund-wholesale # Devon Sustainability Fund (Wholesale) ESG-focused Australasian equities fund. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Listed Equities | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/devon-trans-tasman-fund-wholesale # Devon Trans-Tasman Fund (Wholesale) Award-winning fund investing across NZ and Australian equities. Fund Manager of the Year: Domestic Equities 2024. Wholesale version for investors with $10M+. ## Key facts | Attribute | Value | |---|---| | Manager | [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) | | Asset class | Listed Equities | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Devon Funds Management](https://wholesaleinvestor.co.nz/providers/devon-funds) - Website: https://devonfunds.co.nz - FSP: [FSP1581](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1581) - NZBN: [9429039925527](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429039925527/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/ecliptic-venture-capital-lp # Ecliptic Venture Capital LP Auckland-based venture capital firm founded 2024. Backs early-stage NZ ventures with execution-level management, strategic resource allocation, and revenue/fundraising support. Portfolio includes Simfuni, Runn, Spoke Network (B2B productivity + communication software). Leadership has 30 years experience in CPG, Media, Technology, Professional Services. AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Ecliptic Venture Capital](https://wholesaleinvestor.co.nz/providers/ecliptic-venture-capital) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2024 | | Fund size | NZD $40,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Ecliptic Venture Capital LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Auckland NZ venture capital firm founded 2024. Investing in promising New Zealand ventures, emphasis on supporting growth and scalability. Execution-level management, strategic resource allocation, revenue generation strategies, fundraising. Portfolio: Simfuni, Runn, Spoke Networ" Source: https://www.eclipticvc.com/ ## Provider - [Ecliptic Venture Capital](https://wholesaleinvestor.co.nz/providers/ecliptic-venture-capital) - Website: https://eclipticvc.com - NZBN: [9429051738891](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051738891/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/emerald-timberland-impact-fund # Emerald Timberland Impact Fund Wholesale-only timberland and carbon investment LP generating value from NZ timber + ETS carbon markets. AIP Growth Visa compliant (NZTE pre-approved 10 Nov 2025). $500K minimum. ## Key facts | Attribute | Value | |---|---| | Manager | [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) | | Asset class | Forestry | | Structure | Limited Partnership | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Emerald Timberland Impact Fund, Added 10 November 2025 (NZTE Acceptable Managed Funds list)" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "approved as a growth investment for fast tracked pathway to New Zealand residency under the Active Investor Plus (AIP) platform" Source: https://invest.rogerdickie.co.nz/emerald-timberland-impact-fund - **is_wholesale_only** = `true` > "This Offer is restricted to Wholesale Investors and is not available to retail investors" Source: https://invest.rogerdickie.co.nz/emerald-timberland-impact-fund ## Provider - [Roger Dickie](https://wholesaleinvestor.co.nz/providers/roger-dickie) - Website: https://rogerdickie.co.nz - FSP: [FSP512246](https://fsp-register.companiesoffice.govt.nz/search?q=FSP512246) - NZBN: [9429038540950](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429038540950/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/fidelity-sustainable-energy-fund # Fidelity Capital Sustainable Energy Fund Investment-grade lending to regulated Lines Companies for clean energy infrastructure ## Key facts | Attribute | Value | |---|---| | Manager | [Fidelity Capital Partners](https://wholesaleinvestor.co.nz/providers/fidelity-capital-partners) | | Asset class | Infrastructure | | Structure | Fund | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Fidelity Sustainable Energy Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **name** = `"Fidelity Capital Sustainable Energy Fund"` > "Renamed to NZTE-canonical "Fidelity Capital Sustainable Energy Fund" (was "Fidelity Sustainable Energy Fund") for AEO consistency with NZTE list" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Fidelity Capital Partners](https://wholesaleinvestor.co.nz/providers/fidelity-capital-partners) - Website: https://www.fidelitycp.nz - NZBN: [9429048397889](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429048397889/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/finbase-mortgage-program # Finbase Mortgage Program First mortgage secured lending on NZ commercial and residential property ## Key facts | Attribute | Value | |---|---| | Manager | [Finbase](https://wholesaleinvestor.co.nz/providers/finbase) | | Asset class | Private Credit | | Structure | PIE Fund | | Inception | 1 Jan 2015 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Finbase](https://wholesaleinvestor.co.nz/providers/finbase) - Website: https://www.finbase.nz - FSP: [FSP1003560](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003560) - NZBN: [9429052042393](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052042393/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/fmt-wholesale-fund # FMT Wholesale Fund Wholesale fund with 2-year minimum term offering bonus returns above retail fund ## Key facts | Attribute | Value | |---|---| | Manager | [First Mortgage Trust](https://wholesaleinvestor.co.nz/providers/first-mortgage-trust) | | Asset class | Private Credit | | Structure | Fund | | Inception | 1 Jan 2015 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [First Mortgage Trust](https://wholesaleinvestor.co.nz/providers/first-mortgage-trust) - Website: https://fmt.co.nz - FSP: [FSP31642](https://fsp-register.companiesoffice.govt.nz/search?q=FSP31642) - NZBN: [9429038360961](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429038360961/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/forsyth-barr-aip-managed-funds-account # Forsyth Barr AIP Managed Funds Account Personalized fund of funds approach for wholesale AIP investors ## Key facts | Attribute | Value | |---|---| | Manager | [Forsyth Barr](https://wholesaleinvestor.co.nz/providers/forsyth-barr) | | Asset class | Fund of Funds | | Structure | Managed Funds Account | | Inception | 1 Jan 2017 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Forsyth Barr AIP Managed Funds Account is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Forsyth Barr](https://wholesaleinvestor.co.nz/providers/forsyth-barr) - Website: https://www.forsythbarr.co.nz - NZBN: [9429037174804](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429037174804/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/gd1-fund-3-lp # GD1 Fund 3 LP $150M generalist fund investing in NZ early-stage technology companies going global ## Key facts | Attribute | Value | |---|---| | Manager | [GD1](https://wholesaleinvestor.co.nz/providers/gd1) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $150,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "GD1 Fund 3 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [GD1](https://wholesaleinvestor.co.nz/providers/gd1) - Website: https://www.gd1.vc - NZBN: [9429033970714](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033970714/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/gd1-fund-4-lp # GD1 Fund 4 LP NZ-originated B2B tech venture fund (GD1 Fund 4). Pre-Seed to Series B, "global from day one" thesis. Target NZ$150M committed (Fund 3 was $150M oversubscribed, upper-quartile/decile global performance). AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [GD1](https://wholesaleinvestor.co.nz/providers/gd1) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $150,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "GD1 Fund 4 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "GD1 Fund 4 building on Fund 3 ethos, targeting $150M in total committed capital. Pre-Seed through Series B in NZ originated technology companies going global from day one. Fund 3 ~NZ$150M oversubscribed, upper quartile/decile for global performance." Source: https://www.gd1.vc/ ## Provider - [GD1](https://wholesaleinvestor.co.nz/providers/gd1) - Website: https://www.gd1.vc - NZBN: [9429033970714](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033970714/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/goldsmith-tourism-nz-lp # Goldsmith Tourism NZ Limited Partnership Secured debt-based investment in NZ tourism + hospitality infrastructure (Auckland, Hamilton, Tauranga focus). Target net annual return 3-6% (after fees, before tax). AIP Growth Category (NZTE 2025-12-23). ## Key facts | Attribute | Value | |---|---| | Manager | [Goldsmith](https://wholesaleinvestor.co.nz/providers/goldsmith) | | Asset class | Infrastructure | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Goldsmith Tourism NZ Limited Partnership on NZTE Acceptable Managed Funds list, added 2025-12-23" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Secured debt-based investment strategy focused on high-demand tourism and hospitality infrastructure in key growth regions including Auckland, Hamilton and Tauranga. Target net annual return 3.00% to 6.00% (after fees and before tax)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Goldsmith](https://wholesaleinvestor.co.nz/providers/goldsmith) - NZBN: [9429033253626](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033253626/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/greener-pastures-diversified-fund # Greener Pastures Diversified Fund Specifically designed for AIP visa holders with diversified PE, credit, and VC allocation ## Key facts | Attribute | Value | |---|---| | Manager | [Greener Pastures New Zealand](https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand) | | Asset class | Agriculture | | Structure | Managed Investment | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Greener Pastures Diversified Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Greener Pastures New Zealand](https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand) - Website: https://www.greenerpastures.nz - NZBN: [9429052539572](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052539572/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/greener-pastures-kiwifruit-fund # Greener Pastures Kiwifruit Fund Specialist fund investing in NZ kiwifruit industry with deep sector expertise ## Key facts | Attribute | Value | |---|---| | Manager | [Greener Pastures New Zealand](https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand) | | Asset class | Agriculture | | Structure | Managed Fund | | Inception | 1 Jan 2021 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Greener Pastures Kiwifruit Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Greener Pastures New Zealand](https://wholesaleinvestor.co.nz/providers/greener-pastures-new-zealand) - Website: https://www.greenerpastures.nz - NZBN: [9429052539572](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052539572/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/greenmount-capital-new-economy-fund-lp # Greenmount Capital New Economy Fund LP Series A focus on globally scalable businesses across seven transformative themes ## Key facts | Attribute | Value | |---|---| | Manager | [Greenmount Capital](https://wholesaleinvestor.co.nz/providers/greenmount-capital) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $60,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Greenmount Capital New Economy Fund LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Greenmount Capital](https://wholesaleinvestor.co.nz/providers/greenmount-capital) - Website: https://greenmount.com - NZBN: [9429049393835](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049393835/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/greenmount-co-investment-fund-no1-lp # Greenmount Co-Investment Fund No.1 LP Access to private equity deals alongside top-tier Australasian PE sponsors ## Key facts | Attribute | Value | |---|---| | Manager | [Greenmount Capital](https://wholesaleinvestor.co.nz/providers/greenmount-capital) | | Asset class | Fund of Funds | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Greenmount Co-Investment Fund No.1 LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Greenmount Capital](https://wholesaleinvestor.co.nz/providers/greenmount-capital) - Website: https://greenmount.com - NZBN: [9429049393835](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049393835/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/henton-fund-2 # Henton Fund 2 Selective mid-market credit fund — lends to established NZ companies via experienced credit team. NZ$100,000 minimum, target return 9-12% p.a. over 2-4yr term. Primarily for clients of Henton Capital (network); not currently seeking external investors. AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Henton Capital](https://wholesaleinvestor.co.nz/providers/henton-capital) | | Asset class | Private Equity | | Structure | Fund | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Henton Fund 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Henton Fund 2 is a credit fund that lends money to NZ companies. Minimum investment $100K with target return of 9-12% p.a. over a 2-4 year term for a selective mid-market credit fund for established NZ companies with an experienced credit team. Primarily for clients of Henton Cap" Source: https://hentoncapital.com/ ## Provider - [Henton Capital](https://wholesaleinvestor.co.nz/providers/henton-capital) - Website: https://hentoncapital.com --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/hunter-diversified-private-credit-fund # Hunter Diversified Private Credit Fund Diversified exposure to non-bank lending with monthly liquidity and 7+ years track record ## Key facts | Attribute | Value | |---|---| | Manager | [Hunter Capital](https://wholesaleinvestor.co.nz/providers/hunter-capital) | | Asset class | Private Credit | | Structure | Open-ended | | Inception | 1 Jan 2017 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Hunter Diversified Private Credit Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Hunter Capital](https://wholesaleinvestor.co.nz/providers/hunter-capital) - Website: https://www.hunterinvestments.co.nz - NZBN: [9429038949227](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429038949227/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/icehouse-ventures-seed-fund # Icehouse Ventures Seed Fund New Zealand's most active early-stage venture capital fund backing brave Kiwi founders ## Key facts | Attribute | Value | |---|---| | Manager | [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2003 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Icehouse Ventures Seed Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) - Website: https://www.icehouseventures.co.nz - FSP: [FSP18944](https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944) - NZBN: [9429033908489](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033908489/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/icehouse-ventures-seed-fund-iv-lp # Icehouse Ventures Seed Fund IV LP ~30 of NZ's leading high-growth technology companies at pre-seed to pre-Series A ## Key facts | Attribute | Value | |---|---| | Manager | [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $50,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Icehouse Ventures Seed Fund IV LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) - Website: https://www.icehouseventures.co.nz - FSP: [FSP18944](https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944) - NZBN: [9429033908489](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033908489/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/industrial-income-plus-fund # Industrial Income Plus Fund Multi-asset commercial real estate fund focused on industrial properties in Auckland ## Key facts | Attribute | Value | |---|---| | Manager | [Jasper](https://wholesaleinvestor.co.nz/providers/jasper) | | Asset class | Property | | Structure | Unit Trust (PIE) | | Inception | 1 Jan 2019 | | Fund size | NZD $75,510,000 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Jasper](https://wholesaleinvestor.co.nz/providers/jasper) - Website: https://jasper.io - FSP: [692011](https://fsp-register.companiesoffice.govt.nz/search?q=692011) - NZBN: [9429037382940](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429037382940/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/iv-sustainable-technology-fund # IV Sustainable Technology Fund 20-40 impact seed stage technology companies amplifying global sustainability ## Key facts | Attribute | Value | |---|---| | Manager | [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2024 | | Fund size | NZD $35,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "IV Sustainable Technology Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Icehouse Ventures](https://wholesaleinvestor.co.nz/providers/icehouse-ventures) - Website: https://www.icehouseventures.co.nz - FSP: [FSP18944](https://fsp-register.companiesoffice.govt.nz/search?q=FSP18944) - NZBN: [9429033908489](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429033908489/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/jmi-wealth-active-investor-plus-portfolio # JMI Wealth Active Investor Plus Portfolio Discretionary management with bespoke fund of funds approach ## Key facts | Attribute | Value | |---|---| | Manager | [JMI Wealth](https://wholesaleinvestor.co.nz/providers/jmi-wealth) | | Asset class | Fund of Funds | | Structure | Discretionary Portfolio | | Inception | 1 Jan 2017 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "JMI Wealth Active Investor Plus Portfolio is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [JMI Wealth](https://wholesaleinvestor.co.nz/providers/jmi-wealth) - Website: https://shawandpartners.co.nz - NZBN: [9429034761311](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429034761311/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/kkp-responsible-investment-fund # Kākāpō Responsible Investment Fund AIP-focused mature private equity with responsible environmental and social impact ## Key facts | Attribute | Value | |---|---| | Manager | [Bancorp](https://wholesaleinvestor.co.nz/providers/bancorp) | | Asset class | Fund of Funds | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Kākāpō Responsible Investment Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Bancorp](https://wholesaleinvestor.co.nz/providers/bancorp) - Website: https://www.bancorp.co.nz - NZBN: [9429032437751](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429032437751/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/ma-nz-growth-fund # MA NZ Growth Fund Targeting private credit and operating real estate with 13+ years investment migration experience ## Key facts | Attribute | Value | |---|---| | Manager | [Elevation Capital](https://wholesaleinvestor.co.nz/providers/elevation-capital) | | Asset class | Fund of Funds | | Structure | Fund | | Inception | 1 Jan 2025 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "MA NZ Growth Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Elevation Capital](https://wholesaleinvestor.co.nz/providers/elevation-capital) - Website: https://elevationcapital.co.nz - FSP: [FSP1007386](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1007386) - NZBN: [9429052022548](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052022548/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/mat-karihi-fund # Matū Karihi Fund Matū Karihi — open evergreen pre-seed/seed deep-tech fund focused on early-stage NZ science + technology. 13-company portfolio raised NZ$6M from wholesale investors with unrealised return >60% on deployed capital over 3 years. Wholesale only via FMCA Schedule 1. ## Key facts | Attribute | Value | |---|---| | Manager | [Matū Karihi](https://wholesaleinvestor.co.nz/providers/mat-karihi) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2019 | | Fund size | NZD $25,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Matū Karihi Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Matū Karihi founded 2018 — early-stage deep science and technology financing in NZ. Pre-seed and seed-focused fund, open and evergreen. 13 deep tech companies, raised $6 million through wholesale investors, unrealised return on deployed capital over 60%. Builds strong diverse por" Source: https://matu.co.nz/ ## Provider - [Matū Karihi](https://wholesaleinvestor.co.nz/providers/mat-karihi) - Website: https://matu.co.nz - NZBN: [9429047060685](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047060685/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/mai-toa-fund-1 # Maūi Toa Fund 1 Māori owned and led fund leveraging Māori economy for globally scalable tech ## Key facts | Attribute | Value | |---|---| | Manager | [Maūi Toa](https://wholesaleinvestor.co.nz/providers/mai-toa) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $20,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Maūi Toa Fund 1 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Maūi Toa](https://wholesaleinvestor.co.nz/providers/mai-toa) - Website: https://www.mauitoa.vc - NZBN: [9429050515653](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050515653/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/midlands-income-wholesale-fund # Midlands Income Wholesale Fund Wholesale fund investing in the underlying Midlands Smarter PIE Fund. Provides exposure to residential, commercial and rural property mortgages throughout New Zealand. Offers lower fees than retail through quarterly fee rebates, with $100,000 minimum investment and 30-60 day redemption notice. Returns announced quarterly and may be distributed or reinvested. ## Key facts | Attribute | Value | |---|---| | Manager | [Midlands Funds Management](https://wholesaleinvestor.co.nz/providers/midlands-funds) | | Asset class | Private Credit | | Structure | PIE | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Midlands Funds Management](https://wholesaleinvestor.co.nz/providers/midlands-funds) - Website: https://investmidlands.co.nz - NZBN: [9429035203384](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429035203384/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/motion-capital # Motion Capital Early-stage climate-tech companies with global commercial potential ## Key facts | Attribute | Value | |---|---| | Manager | [Motion Capital](https://wholesaleinvestor.co.nz/providers/motion-capital) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $15,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Motion Capital is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Motion Capital](https://wholesaleinvestor.co.nz/providers/motion-capital) - Website: https://www.motioncapital.co.nz - NZBN: [9429050853663](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050853663/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/movac-growth-7 # Movac Growth 7 NZ$150-200M venture capital fund (target $250M oversubscribed) backing high-growth NZ companies with proven scale-up trajectory toward $100M+ revenue. Movac's 9th fund — AIP Growth Category pre-approved (NZTE-listed 2025-12-01). ## Key facts | Attribute | Value | |---|---| | Manager | [Movac](https://wholesaleinvestor.co.nz/providers/movac) | | Asset class | Venture Capital | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Movac Growth 7 on NZTE Acceptable Managed Funds list, added 2025-12-01" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Movac raising its 9th fund — Growth Fund 7 — a $150-200m fund, with potential for oversubscription to $250m. Target: high-growth companies with track record of growth, established experienced teams, robust governance, scaling to >$100m revenue" Source: https://www.movac.co.nz/ ## Provider - [Movac](https://wholesaleinvestor.co.nz/providers/movac) - Website: https://www.movac.co.nz - NZBN: [9429042545880](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042545880/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/movac-growth-opportunity-fund # Movac Growth Opportunity Fund NZ$150-200M venture capital fund (target $250M oversubscribed). Movac backs high-growth NZ tech companies with established management, ≥$2M product revenue and ambition to scale globally past $100M revenue. NZ Super Fund + Elevate-backed (per related fund metadata). ## Key facts | Attribute | Value | |---|---| | Manager | [Movac](https://wholesaleinvestor.co.nz/providers/movac) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $75,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Movac Growth Opportunity Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Growth Opportunity Fund minimum $150m, target $150m-$200m, oversubscription to $250m. Targets high-growth companies with track record of growth, established experienced teams, robust governance, scaling to >$100m revenue. Movac Growth Fund 6 $202m venture capital fund — growth fu" Source: https://www.movac.co.nz/ ## Provider - [Movac](https://wholesaleinvestor.co.nz/providers/movac) - Website: https://www.movac.co.nz - NZBN: [9429042545880](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042545880/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/mtm-capital-one # MTM Capital One NZ wholesale investment fund. AIP Growth Category pre-approved (NZTE 2025-05-13). Fund-level details TBD via manager contact. ## Key facts | Attribute | Value | |---|---| | Manager | [MTM Capital](https://wholesaleinvestor.co.nz/providers/mtm-capital) | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "MTM Capital One on NZTE Acceptable Managed Funds list, added 2025-05-13" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "MTM Capital One, Added 13 May 2025 (NZTE Acceptable Managed Funds list)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [MTM Capital](https://wholesaleinvestor.co.nz/providers/mtm-capital) - NZBN: [9429053131454](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429053131454/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/myfarm-kiwifruit-fund # MyFarm KiwiFruit Fund Diversified portfolio of established SunGold kiwifruit orchards and Zespri shares ## Key facts | Attribute | Value | |---|---| | Manager | [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) | | Asset class | Agriculture | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "MyFarm Kiwifruit Fund Limited Partnership (added to NZTE Acceptable Managed Funds list 2025-09-16)" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category pre-approved managed fund" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) - Website: https://www.myfarm.co.nz - FSP: [FSP1003795](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795) - NZBN: [9429052582424](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052582424/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/myfarm-solar-fund # MyFarm Solar Fund Portfolio of solar farms across NZ with long-term Power Purchase Agreements ## Key facts | Attribute | Value | |---|---| | Manager | [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) | | Asset class | Infrastructure | | Structure | Limited Partnership | | Inception | 1 Jan 2021 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "MyFarm Solar Fund Limited Partnership (added to NZTE Acceptable Managed Funds list 2025-07-07)" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category pre-approved managed fund" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [MyFarm Investments](https://wholesaleinvestor.co.nz/providers/myfarm-investments) - Website: https://www.myfarm.co.nz - FSP: [FSP1003795](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1003795) - NZBN: [9429052582424](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052582424/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/netcredit-unit-trust # NetCredit Unit Trust Private credit financing NZ SMEs with 3-year average maturities targeting RBNZ +7% p.a. ## Key facts | Attribute | Value | |---|---| | Manager | [NetFunds](https://wholesaleinvestor.co.nz/providers/netfunds) | | Asset class | Private Credit | | Structure | Unit Trust (PIE) | | Inception | 1 Jan 2025 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "NetCredit Unit Trust is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [NetFunds](https://wholesaleinvestor.co.nz/providers/netfunds) - Website: https://netfunds.co.nz - NZBN: [9429052281471](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052281471/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/netequity-opportunities-fund-lp # NetEquity Opportunities Fund LP Private equity fund providing multiple access points to NZ private equity via a blend of fund-of-fund and high-conviction direct investment into SME companies. NZ$100,000 minimum (FMCA wholesale). Manager: NetFunds. AIP Growth Category (NZTE 2025-11-10). ## Key facts | Attribute | Value | |---|---| | Manager | [NetFunds](https://wholesaleinvestor.co.nz/providers/netfunds) | | Asset class | Listed Equities | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "NetEquity Opportunities Fund LP on NZTE Acceptable Managed Funds list, added 2025-11-10" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "NetEquity Opportunities Fund — private equity fund providing multiple access points to private equity investment opportunities within New Zealand through a blend of fund-of-fund and high-conviction direct investment into SME companies. Minimum investment NZ$100K under FMCA compli" Source: https://www.netfunds.co.nz/NetEquity ## Provider - [NetFunds](https://wholesaleinvestor.co.nz/providers/netfunds) - Website: https://netfunds.co.nz - NZBN: [9429052281471](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052281471/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/new-zealand-fintech-fund # New Zealand Fintech Fund Partnership with Icehouse Ventures investing in next generation financial innovation ## Key facts | Attribute | Value | |---|---| | Manager | [Point16](https://wholesaleinvestor.co.nz/providers/point16) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2024 | | Fund size | NZD $30,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "New Zealand Fintech Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Point16](https://wholesaleinvestor.co.nz/providers/point16) - Website: https://point16.co.nz - NZBN: [9429042162476](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042162476/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/newland-credit-fund # Newland Credit Fund Direct lending strategy providing working capital and growth loans to NZ businesses, secured by business assets. Targets attractive risk-adjusted medium-term returns. AIP Growth Category pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Newland](https://wholesaleinvestor.co.nz/providers/newland) | | Asset class | Private Credit | | Structure | Fund | | Inception | 1 Jan 2025 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Newland Credit Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Newland Credit Fund offers investors access to a direct lending strategy focused on providing working capital and growth loans to New Zealand businesses, secured by business assets, delivering attractive risk-adjusted returns over the medium term." Source: https://newland.co.nz/ ## Provider - [Newland](https://wholesaleinvestor.co.nz/providers/newland) - Website: https://newland.co.nz - FSP: [FSP761692](https://fsp-register.companiesoffice.govt.nz/search?q=FSP761692) - NZBN: [9429046637482](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429046637482/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/nexus-capital-fund-1 # Nexus Capital Fund 1 First fund-of-funds manager approved under the AIP programme via NZTE. Provides committed-capital facility aligning with AIP investment criteria — migrant investors deploy funds flexibly over time. Registered FSP (FSP1009690), FMCA-compliant. AIP Growth Category (NZTE 2025-11-10). ## Key facts | Attribute | Value | |---|---| | Manager | [Nexus Capital](https://wholesaleinvestor.co.nz/providers/nexus-capital) | | Asset class | Fund of Funds | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Nexus Capital Fund 1 on NZTE Acceptable Managed Funds list, added 2025-11-10" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "First fund-of-funds manager approved by the New Zealand government under the Active Investor Plus (AIP) program through New Zealand Trade and Enterprise (NZTE). Committed capital facility aligns with AIP investment criteria for migrant investors" Source: https://ncmfund.co.nz/ ## Provider - [Nexus Capital](https://wholesaleinvestor.co.nz/providers/nexus-capital) - Website: https://ncmfund.co.nz - NZBN: [9429053329912](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429053329912/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/norfolk-mortgage-trust-fund # Norfolk Mortgage Trust Fund Property-backed investment fund with $120 million in total security and $52 million investment pool. Minimum investment of $5,000 with no entry or exit fees. Loans secured against New Zealand property across all regions. ## Key facts | Attribute | Value | |---|---| | Manager | [Norfolk Mortgage Trust](https://wholesaleinvestor.co.nz/providers/norfolk-mortgage-trust) | | Asset class | Private Credit | | Structure | Open-Ended | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Retail eligible | | Disclose Register | [Scheme entry](https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH11124/OFR11153/FND2369/) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Norfolk Mortgage Trust](https://wholesaleinvestor.co.nz/providers/norfolk-mortgage-trust) - Website: https://www.norfolktrust.co.nz - FSP: [FSP31523](https://fsp-register.companiesoffice.govt.nz/search?q=FSP31523) - NZBN: [9429035461111](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429035461111/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/nuance-connected-capital # Nuance Connected Capital Auckland-based deep-tech VC (founded 2021). NZ$55M fund — cornerstone from NZGCP + Alvarium Investments. Series A/B focus (20% seed). Invests in advanced engineering, science, IP, blockchain, deep AI — solutions to global problems improving planet or way of living. AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Nuance Connected Capital](https://wholesaleinvestor.co.nz/providers/nuance-connected-capital) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $57,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Nuance Connected Capital is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Nuance Connected Capital deep-tech fund bridging Kiwi entrepreneurs to the world. Founded 2021, Auckland. Fund size NZD $55 million, cornerstone investments from NZGCP and Alvarium Investments. Diversified fund for Series A and Series B (20% seed). Advanced engineering, science, " Source: https://www.nuance.vc/ ## Provider - [Nuance Connected Capital](https://wholesaleinvestor.co.nz/providers/nuance-connected-capital) - Website: https://www.nuance.vc - NZBN: [9429049171556](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049171556/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/nzvc-fund-2 # NZVC Fund 2 Building on top 5% Fund 1 performance investing in ANZ founders at 50% lower valuations ## Key facts | Attribute | Value | |---|---| | Manager | [NZVC](https://wholesaleinvestor.co.nz/providers/nzvc) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Fund size | NZD $50,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "NZVC Fund 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [NZVC](https://wholesaleinvestor.co.nz/providers/nzvc) - Website: https://www.nzvc.co.nz - NZBN: [9429049394535](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049394535/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/obsidian-contributory-mortgage-scheme # Obsidian Contributory Mortgage Scheme Choose-your-own contributory mortgage scheme. Investors select specific mortgages for their portfolio from manager-selected loans in Otago, Southland, Canterbury regions. Max 66% LVR first, 80% LVR total. ## Key facts | Attribute | Value | |---|---| | Manager | [Obsidian Group](https://wholesaleinvestor.co.nz/providers/obsidian-group) | | Asset class | Private Credit | | Structure | Contributory Mortgage | | Inception | 22 Jun 2018 | | Evergreen | No — closed-end vintage | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | | Disclose Register | [Scheme entry](https://smartinvestor.sorted.org.nz/mips/SCH12428/OFR12429/) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Obsidian Group](https://wholesaleinvestor.co.nz/providers/obsidian-group) - Website: https://www.obsidiangroup.co.nz - NZBN: [9429041743904](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429041743904/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/outset-momentum-fund-i # Outset Momentum Fund I Deep-tech venture capital fund (Series A/B) targeting NZ's most advanced deep-tech companies. Target 20%+ net IRR over fund lifetime; capital deployed over 3-5 years with follow-on reserves for high performers. Structured for professional + wholesale investors seeking AIP visa pathway. AIP Growth Category (NZTE 2025-12-23). Outset Ventures is a Sir Peter Beck-backed Rocket Lab era deep-tech firm (Fund II $41.5M closed 2025). ## Key facts | Attribute | Value | |---|---| | Manager | [Outset](https://wholesaleinvestor.co.nz/providers/outset) | | Asset class | Venture Capital | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Outset Momentum Fund I on NZTE Acceptable Managed Funds list, added 2025-12-23" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Top-quartile venture returns, targeting a 20%+ net IRR over the fund lifetime. Designed for professional and wholesale investors seeking exposure to New Zealand's most advanced deep-tech companies at the critical A/B stage of their growth. Capital deployed over a 3-5 year investm" Source: https://outset.ventures/momentum ## Provider - [Outset](https://wholesaleinvestor.co.nz/providers/outset) - Website: https://outset.ventures - NZBN: [9429031359269](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429031359269/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pacific-channel-fund-iii # Pacific Channel Fund III NZ deep-tech venture capital fund (Fund III), pre-seed to Series A. NZ$50M+ committed (incl. $10M follow-on from Elevate NZ Venture Fund). Focus: companies developing ground-breaking innovation across health, food and environment. 20-year deep-tech specialist track record. ## Key facts | Attribute | Value | |---|---| | Manager | [Pacific Channel](https://wholesaleinvestor.co.nz/providers/pacific-channel) | | Asset class | Infrastructure | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $80,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Pacific Channel Fund III is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "New Zealand based venture capital firm focused on investments in deep technology. Primary focus pre-seed through to Series A. Investing into companies developing ground-breaking innovation to deliver meaningful value and impact in the areas of health, food and the environment. Ov" Source: https://www.pacificchannel.com/ ## Provider - [Pacific Channel](https://wholesaleinvestor.co.nz/providers/pacific-channel) - Website: https://www.pacificchannel.com - NZBN: [9429047673007](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047673007/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pacific-channel-fund-v # Pacific Channel Fund V Early-stage wind, solar, and battery storage infrastructure with high returns through FID value creation ## Key facts | Attribute | Value | |---|---| | Manager | [Pacific Channel](https://wholesaleinvestor.co.nz/providers/pacific-channel) | | Asset class | Infrastructure | | Structure | Limited Partnership | | Inception | 1 Jan 2025 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Pacific Channel Fund V is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Pacific Channel](https://wholesaleinvestor.co.nz/providers/pacific-channel) - Website: https://www.pacificchannel.com - NZBN: [9429047673007](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047673007/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pallas-high-yield-mortgage-fund # Pallas High Yield Mortgage Fund First and second mortgage fund targeting higher returns. Target return ~10.42% p.a. (8.0% p.a. plus 30-day BKBM, paid monthly). Max weighted portfolio LVR of 75%. 12 month redemption notice. ## Key facts | Attribute | Value | |---|---| | Manager | [Pallas Capital](https://wholesaleinvestor.co.nz/providers/pallas-capital) | | Asset class | Private Credit | | Structure | Open-Ended | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Pallas Capital](https://wholesaleinvestor.co.nz/providers/pallas-capital) - Website: https://pallascapital.co.nz - FSP: [FSP1004241](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004241) - NZBN: [9429050658909](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050658909/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pallas-pftnz-feeder-fund # Pallas PFTNZ Feeder Fund First mortgage fund providing exposure to a securitised lending facility (Est. 2022) with a diversified and seasoned portfolio, now majority funded by Westpac New Zealand. Target return ~6.92% p.a. (4.5% p.a. plus 30-day BKBM, paid monthly). Max weighted portfolio LVR of 62.7% with 5% first-loss investment safeguard on a look-through basis. 3 month redemption notice. ## Key facts | Attribute | Value | |---|---| | Manager | [Pallas Capital](https://wholesaleinvestor.co.nz/providers/pallas-capital) | | Asset class | Private Credit | | Structure | Open-Ended | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Pallas Capital](https://wholesaleinvestor.co.nz/providers/pallas-capital) - Website: https://pallascapital.co.nz - FSP: [FSP1004241](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004241) - NZBN: [9429050658909](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050658909/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pallas-senior-mortgage-fund # Pallas Senior Mortgage Fund Actively managed portfolio of registered first mortgage loans covering NZ and Australian commercial real estate. Target return ~7.42% p.a. (5.0% p.a. plus 30-day BKBM, paid monthly). Max weighted portfolio LVR of 67.5% with $10m parent-company balance-sheet buffer. 6 month redemption notice. ## Key facts | Attribute | Value | |---|---| | Manager | [Pallas Capital](https://wholesaleinvestor.co.nz/providers/pallas-capital) | | Asset class | Private Credit | | Structure | Open-Ended | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Pallas Capital](https://wholesaleinvestor.co.nz/providers/pallas-capital) - Website: https://pallascapital.co.nz - FSP: [FSP1004241](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1004241) - NZBN: [9429050658909](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429050658909/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pcg-diversified-new-zealand-private-debt-fund # PCG Diversified New Zealand Private Debt Fund Open-ended PIE with senior secured loans and weekly liquidity ## Key facts | Attribute | Value | |---|---| | Manager | [PCG](https://wholesaleinvestor.co.nz/providers/pcg) | | Asset class | Private Credit | | Structure | PIE | | Inception | 1 Jan 2015 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "PCG Diversified New Zealand Private Debt Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [PCG](https://wholesaleinvestor.co.nz/providers/pcg) - Website: https://www.privatecapitalgroup.co.nz - NZBN: [9429048716864](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429048716864/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pcg-nz-economic-resilience-fund # PCG New Zealand Economic Resilience Fund Senior secured infrastructure + real-asset loan fund targeting gross fund IRR of 12.5-14.5% p.a. (before fees and tax) with minimum PIRR hurdle of 7.0%. Focus: capital preservation, robust credit underwriting, transparent reporting. Sister to PCG Diversified NZ Private Debt. AIP Growth Category (NZTE 2026-02-03). ## Key facts | Attribute | Value | |---|---| | Manager | [PCG](https://wholesaleinvestor.co.nz/providers/pcg) | | Asset class | Private Credit | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "PCG New Zealand Economic Resilience Fund on NZTE Acceptable Managed Funds list, added 2026-02-03" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Senior secured Infrastructure and Real Asset loans — gross fund IRR of 12.5-14.5% per annum (before fees and tax) with a minimum PIRR hurdle of 7.0%" Source: https://www.privatecapitalgroup.co.nz/ ## Provider - [PCG](https://wholesaleinvestor.co.nz/providers/pcg) - Website: https://www.privatecapitalgroup.co.nz - NZBN: [9429048716864](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429048716864/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/peninsula-credit-fund-ii-lp # Peninsula Credit Fund II LP Open-ended Limited Partnership investing in diversified senior-secured loans to established NZ businesses. Target return 9.2% p.a. (BKBM bank bill rate + 3.5% margin). Quarterly cash distributions. Initial fund size target NZ$60M with NZ$150M final close. Favourable offshore-investor tax treatment. ## Key facts | Attribute | Value | |---|---| | Manager | [Peninsula Capital](https://wholesaleinvestor.co.nz/providers/peninsula-capital) | | Asset class | Private Credit | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Peninsula Credit Fund II LP is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Diversified portfolio of senior-secured loans to established New Zealand businesses, regular quarterly cash returns. Open-ended Limited Partnership, favourable tax treatment for offshore investors. Initial fund size target NZ$60m, targeted final close NZ$150m. Targeted strong ris" Source: https://www.peninsulacredit.co.nz ## Provider - [Peninsula Capital](https://wholesaleinvestor.co.nz/providers/peninsula-capital) - Website: https://www.peninsulacredit.co.nz - NZBN: [9429049300291](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049300291/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/perennial-roots # Perennial Roots Specialist regenerative organic farming LP combining experience from organic foods and renewable energy with expert ecological farmers in New Zealand. Targets sustainably higher farm profits, resilient properties, nature enhancements. ## Key facts | Attribute | Value | |---|---| | Manager | [Perennial](https://wholesaleinvestor.co.nz/providers/perennial) | | Asset class | Agriculture | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Perennial Roots on NZTE Acceptable Managed Funds list, added 2025-10-20" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Perennial Roots, Added 20 October 2025 (NZTE Acceptable Managed Funds list)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Specialist regenerative organic farming fund combining experience from organic foods and renewable energy with expert ecological farmers in New Zealand. Proprietary farming system produces sustainably higher farm profits, resilient properties, better products, nature enhancements" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Perennial](https://wholesaleinvestor.co.nz/providers/perennial) - NZBN: [9429036184514](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429036184514/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-australian-equity-fund # PG Australian Equity Fund Core Australian equity fund providing exposure to ASX-listed companies. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Listed Equities | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-balanced-fund # PG Balanced Fund Multi-asset fund with balanced allocation between growth and income assets. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Multi-Asset & Diversified | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-conservative-fund # PG Conservative Fund Multi-asset fund with a conservative allocation targeting capital preservation with modest growth. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Multi-Asset & Diversified | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-global-alternatives-fund # PG Global Alternatives Fund Absolute return strategy fund providing diversified exposure to alternative investment strategies. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Multi-Asset & Diversified | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-growth-fund # PG Growth Fund Multi-asset fund with growth-oriented allocation focused on capital appreciation. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Multi-Asset & Diversified | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-high-conviction-fund # PG High Conviction Fund Concentrated equity portfolio focused on high conviction investment opportunities with active stock selection. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Private Equity | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-income-opportunities-fund # PG Income Opportunities Fund Higher income focus fund targeting regular distributions through income-generating investments. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Private Credit | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-international-bond-fund # PG International Bond Fund Core international fixed income fund investing in global government and corporate bonds. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Bonds & Fixed Income | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-international-equity-fund # PG International Equity Fund Core international equity fund providing diversified global equity exposure. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Listed Equities | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-new-zealand-bond-fund # PG New Zealand Bond Fund Core New Zealand fixed income fund investing in NZ government and corporate bonds. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Bonds & Fixed Income | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-new-zealand-equity-fund # PG New Zealand Equity Fund Core New Zealand equity fund providing exposure to NZX-listed companies. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Listed Equities | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-philanthropy-fund # PG Philanthropy Fund Multi-asset fund designed for charitable and philanthropic investors. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Multi-Asset & Diversified | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-property-infrastructure-fund # PG Property and Infrastructure Fund Core fund investing in listed property and infrastructure assets globally. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Property | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pg-strategic-growth-fund # PG Strategic Growth Fund International exposure fund focused on strategic growth opportunities across global markets. ## Key facts | Attribute | Value | |---|---| | Manager | [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) | | Asset class | Private Equity | | Structure | Unit Trust | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [PG Investments](https://wholesaleinvestor.co.nz/providers/pg-investments) - Website: https://pginvestments.nz - NZBN: [9429051582975](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051582975/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pioneer-capital-diversified-fund # Pioneer Capital Diversified Fund Diversified private equity fund by Pioneer Capital, a NZ$1.3B-raised wholesale PE manager investing across NZ growth businesses since 2005. Sister to Pioneer Capital Private Equity V + Private Debt 2. AIP Growth Category pre-approved (NZTE-listed 2025-12-24). ## Key facts | Attribute | Value | |---|---| | Manager | [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) | | Asset class | Multi-Asset & Diversified | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Pioneer Capital Diversified Fund on NZTE Acceptable Managed Funds list, added 2025-12-24" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Pioneer Capital established 2005, raised $1.3 billion of wholesale capital to date, invested in or acquired 64 businesses" Source: https://pioneercapital.co.nz/ - **im_status** = `"wholesale-only-contact-manager"` > "No public IM/PDS PDF on pioneercapital.co.nz (verified site scan 2026-05-29; zero .pdf anchors on /, /debt/, /equity/). Wholesale-only FMCA Clause 3. Pioneer wholesale-investor portal coming soon. Pair with manual-outreach batch for authorised public deeplink." Source: https://pioneercapital.co.nz/ ## Provider - [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) - Website: https://pioneercapital.co.nz - FSP: [FSP43175](https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175) - NZBN: [9429034856857](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429034856857/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pioneer-capital-private-debt-2 # Pioneer Capital Private Debt 2 NZ corporate private debt fund (Pioneer Capital, est. 2005, NZ$1.3B raised since inception). Target return 15% p.a. Sister to Pioneer Capital Private Equity V + Pioneer Capital Diversified Fund. AIP Growth Category eligible. ## Key facts | Attribute | Value | |---|---| | Manager | [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) | | Asset class | Private Credit | | Structure | Limited Partnership | | Inception | 1 Jan 2022 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Pioneer Capital Private Debt 2 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Pioneer Capital target return 15% p.a. Established 2005, $1.3 billion of wholesale capital raised, 64 businesses invested in or acquired." Source: https://pioneercapital.co.nz/ - **im_status** = `"wholesale-only-contact-manager"` > "No public IM/PDS PDF on pioneercapital.co.nz (verified site scan 2026-05-29; zero .pdf anchors on /, /debt/, /equity/). Wholesale-only FMCA Clause 3. Pioneer wholesale-investor portal coming soon. Pair with manual-outreach batch for authorised public deeplink." Source: https://pioneercapital.co.nz/ ## Provider - [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) - Website: https://pioneercapital.co.nz - FSP: [FSP43175](https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175) - NZBN: [9429034856857](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429034856857/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/pioneer-capital-private-equity-v # Pioneer Capital Private Equity V 20-year strategy investing in high-margin NZ businesses expanding globally ## Key facts | Attribute | Value | |---|---| | Manager | [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) | | Asset class | Private Equity | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Pioneer Capital Private Equity V is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **im_status** = `"wholesale-only-contact-manager"` > "No public IM/PDS PDF on pioneercapital.co.nz (verified site scan 2026-05-29; zero .pdf anchors on /, /debt/, /equity/). Wholesale-only FMCA Clause 3. Pioneer wholesale-investor portal coming soon. Pair with manual-outreach batch for authorised public deeplink." Source: https://pioneercapital.co.nz/ ## Provider - [Pioneer Capital](https://wholesaleinvestor.co.nz/providers/pioneer-capital) - Website: https://pioneercapital.co.nz - FSP: [FSP43175](https://fsp-register.companiesoffice.govt.nz/search?q=FSP43175) - NZBN: [9429034856857](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429034856857/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/punakaiki-fund # Punakaiki Fund NZ's first and largest evergreen venture capital company. Total assets NZ$129M (31 Mar 2026) across 18 revenue-generating portfolio companies. Wholesale minimum NZ$50,000 via Catalist. Manager: 2040 Ventures Limited. AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [2040 Ventures](https://wholesaleinvestor.co.nz/providers/2040-ventures) | | Asset class | Venture Capital | | Structure | Evergreen | | Inception | 1 Jan 2013 | | Fund size | NZD $107,000,000 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Punakaiki Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Punakaiki Fund (PFL) New Zealand's first and largest evergreen venture capital investment company. Total assets $129 million (at 31 March 2026). 18 revenue-generating companies. Minimum investment NZD $50,000. Manager 2040 Ventures Limited. 2025 Wholesale Offer live on Catalist." Source: https://punakaikifund.co.nz/about/ ## Provider - [2040 Ventures](https://wholesaleinvestor.co.nz/providers/2040-ventures) - Website: https://www.2040.co.nz - FSP: [FSP288485](https://fsp-register.companiesoffice.govt.nz/search?q=FSP288485) - NZBN: [9429030274563](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429030274563/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/purpose-capital # Purpose Capital Impact investment catalyst — wholesale investors targeting market-rate, risk-adjusted returns alongside social/environmental impact. Asset-backed projects across Property, Primary Industries, Regenerative/Organic Horticulture & Agriculture, Employment & Training, Impact Businesses (growth stage). Fund 1 closed; Fund 2 anticipated launch 2025. AIP Growth Category (NZTE 2025-10-20). ## Key facts | Attribute | Value | |---|---| | Manager | [Purpose Capital](https://wholesaleinvestor.co.nz/providers/purpose-capital) | | Asset class | Multi-Asset & Diversified | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Purpose Capital on NZTE Acceptable Managed Funds list, added 2025-10-20" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "A catalyst attracting capital into impact investments. Asset-backed impact projects: Property, Primary Industries, Regenerative/Organic Horticulture & Agriculture, Employment and Training, Impact Businesses in growth stage. Fund 1 closed; Purpose Capital Second Fund anticipated 2" Source: https://purposecapital.co.nz/ ## Provider - [Purpose Capital](https://wholesaleinvestor.co.nz/providers/purpose-capital) - Website: https://purposecapital.co.nz - NZBN: [9429047261747](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047261747/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/quidnet-ventures-fund-ii # Quidnet Ventures Fund II Quidnet Ventures Fund II — "The Discovery Fund". NZ$25M target, deep-tech early-stage focus across agritech, aerospace, cleantech, biotech, photonics, AI. Builds on Fund I (20+ investments, tracking top-quartile). Wholesale only (FMCA Schedule 1). AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [Quidnet Ventures](https://wholesaleinvestor.co.nz/providers/quidnet-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $40,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Quidnet Ventures Fund II is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Quidnet Ventures Fund II – The Discovery Fund – aimed at discovering and fuelling next generation of Kiwi deeptech founders. Target size NZ$25 million. Fund I 20+ investments tracking to top-quartile performance in agritech, aerospace, cleantech, biotech, photonics, and AI." Source: https://quidnet-ventures.squarespace.com/blog/quidnet-ventures-announces-fund-ii-the-discovery-fund ## Provider - [Quidnet Ventures](https://wholesaleinvestor.co.nz/providers/quidnet-ventures) - Website: https://www.quidnetventures.com - NZBN: [9429037202101](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429037202101/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/ram-nz-credit-fund # RAM NZ Credit Fund NZ private credit fund (Real Asset Management Group) investing in NZ asset-backed credit. Two-component portfolio: (a) cash products (call/term deposits with registered NZ banks, bank bills, cash-like instruments) and (b) loan investments + asset-backed securities. Wholesale investor-only (FMCA Schedule 1 s3(2)/3(3)(b)). AIP Growth Category (NZTE 2025-12-17). ## Key facts | Attribute | Value | |---|---| | Manager | [RAM Capital](https://wholesaleinvestor.co.nz/providers/ram-capital) | | Asset class | Private Credit | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "RAM NZ Credit Fund on NZTE Acceptable Managed Funds list, added 2025-12-17" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Private credit fund investing in New Zealand asset-backed credit. Investments comprise: cash products including call and term deposits with registered banks in New Zealand, bank bills and other cash-like instruments; and Interests in loan investments, including loans and asset-ba" Source: https://ramgroup.co.nz/ram-nz-credit-fund/ ## Provider - [RAM Capital](https://wholesaleinvestor.co.nz/providers/ram-capital) - Website: https://ramgroup.co.nz - NZBN: [9429049880311](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429049880311/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/ranui-sunshine-fund # Rānui Sunshine Fund Solar PV co-investment fund partnering with SC Oscar (Singapore renewable energy fund, affiliated with SC Capital Partners + CapitaLand Investment). Portfolio: operating 31MWp project in Kaitaia + 36MWp ready-to-build project in Taranaki. Mid-sized NZ solar projects. AIP Growth Category (NZTE 2026-01-20). ## Key facts | Attribute | Value | |---|---| | Manager | [Rānui](https://wholesaleinvestor.co.nz/providers/ranui) | | Asset class | Infrastructure | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Rānui Sunshine Fund on NZTE Acceptable Managed Funds list, added 2026-01-20" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Co-invest in a growing portfolio of mid-sized solar PV projects in New Zealand alongside an established Singapore renewable energy fund managed by SC Oscar, an affiliate of SC Capital Partners and CapitaLand Investment. Operating 31MWp project in Kaitaia and a 36MWp ready to buil" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Rānui](https://wholesaleinvestor.co.nz/providers/ranui) - NZBN: [9429053181770](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429053181770/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/ryft-fund-zero # Ryft Fund Zero Venture studio fund building and validating earliest stage high-potential startups ## Key facts | Attribute | Value | |---|---| | Manager | [Ryft](https://wholesaleinvestor.co.nz/providers/ryft) | | Asset class | Venture Capital | | Structure | Venture Studio | | Inception | 1 Jan 2025 | | Fund size | NZD $15,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Ryft Fund Zero is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Ryft](https://wholesaleinvestor.co.nz/providers/ryft) - Website: https://ryft.vc - NZBN: [9429051309718](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429051309718/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/scw-investment-fund-lp # SCW Investment Fund Limited Partnership NZ wholesale investment fund managed by SCW Capital Limited. AIP Growth Category pre-approved (NZTE 2025-11-10). Fund-level details TBD via SCW Capital direct contact. ## Key facts | Attribute | Value | |---|---| | Manager | [SCW](https://wholesaleinvestor.co.nz/providers/scw) | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "SCW Investment Fund Limited Partnership on NZTE Acceptable Managed Funds list, added 2025-11-10" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "SCW Investment Fund delivers a unique investment pathway through the Active Investor Plus visa. Managed by SCW Capital Limited" Source: https://www.scwcapital.co.nz/ ## Provider - [SCW](https://wholesaleinvestor.co.nz/providers/scw) - Website: https://www.scwcapital.co.nz - NZBN: [9429043345175](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429043345175/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/seedling-next-gen-agri-limited-partnership # Seedling Next Gen Agri Limited Partnership Strategic investment reshaping NZ dairy farming through sustainable and regenerative practices ## Key facts | Attribute | Value | |---|---| | Manager | [Seedling](https://wholesaleinvestor.co.nz/providers/seedling) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Seedling Next Gen Agri Limited Partnership is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Seedling](https://wholesaleinvestor.co.nz/providers/seedling) - Website: https://www.seedling-investments.com - NZBN: [9429046880772](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429046880772/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/shaw-and-partners-active-investor-plus-portfolio # Shaw and Partners Active Investor Plus Portfolio Personalised discretionary investment management service with bespoke fund of funds approach ## Key facts | Attribute | Value | |---|---| | Manager | [Shaw and Partners](https://wholesaleinvestor.co.nz/providers/shaw-and-partners) | | Asset class | Fund of Funds | | Structure | Discretionary Portfolio | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Shaw and Partners Active Investor Plus Portfolio is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Shaw and Partners](https://wholesaleinvestor.co.nz/providers/shaw-and-partners) - Website: https://shawandpartners.co.nz - NZBN: [9429052848230](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052848230/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/southern-alps-retirement-living-sunrise-fund # Southern Alps Retirement Living Sunrise Fund Retirement village development culturally fit for Asian seniors and local elderly ## Key facts | Attribute | Value | |---|---| | Manager | [Southern Alps](https://wholesaleinvestor.co.nz/providers/southern-alps) | | Asset class | Property | | Structure | Limited Partnership | | Inception | 1 Jan 2020 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "Southern Alps Retirement Living Sunrise Fund is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Southern Alps](https://wholesaleinvestor.co.nz/providers/southern-alps) - Website: http://www.scap.co.nz - NZBN: [9429044798895](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429044798895/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/squirrel-specialised-income-fund # Squirrel Specialised Income Fund Diversified higher risk loans secured by residential property including first and second mortgages. Portfolio approach to reduce specific investment risk. ## Key facts | Attribute | Value | |---|---| | Manager | [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) | | Asset class | Private Credit | | Structure | Fund | | Inception | 1 Jan 2015 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **fact_sheet_url** = `"https://www.squirrel.co.nz/media/f5hnemy1/squirrel-wholesale-investor-update-april-2026.pdf"` > "Squirrel wholesale investor update — Fund summary and investment update 30 April 2026. Covers Squirrel Wholesale Home Loan Fund, Squirrel Wholesale Construction Loan Fund, Squirrel Specialised Income Fund. Designed as a summary that accompanies the underlying Information Memorand" Source: https://www.squirrel.co.nz/save-and-invest/wholesale-investing - **im_status** = `"wholesale-only-contact-manager"` > "These Funds are only open to wholesale investors and others who do not require disclosure under Part 3 of the Financial Markets Conduct Act 2013. To invest in the Squirrel Wholesale Funds, you will need approval from Squirrel (the Manager). Information Memorandum available on req" Source: https://www.squirrel.co.nz/save-and-invest/wholesale-investing ## Provider - [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) - Website: https://www.squirrel.co.nz - FSP: [FSP354706](https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706) - NZBN: [9429042034636](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042034636/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/squirrel-wholesale-construction-loan-fund # Squirrel Wholesale Construction Loan Fund Construction mortgages up to $2 million secured by first mortgages. Higher returns for construction finance risk. ## Key facts | Attribute | Value | |---|---| | Manager | [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) | | Asset class | Private Credit | | Structure | Fund | | Inception | 1 Jan 2015 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **fact_sheet_url** = `"https://www.squirrel.co.nz/media/f5hnemy1/squirrel-wholesale-investor-update-april-2026.pdf"` > "Squirrel wholesale investor update — Fund summary and investment update 30 April 2026. Covers Squirrel Wholesale Home Loan Fund, Squirrel Wholesale Construction Loan Fund, Squirrel Specialised Income Fund. Designed as a summary that accompanies the underlying Information Memorand" Source: https://www.squirrel.co.nz/save-and-invest/wholesale-investing - **im_status** = `"wholesale-only-contact-manager"` > "These Funds are only open to wholesale investors and others who do not require disclosure under Part 3 of the Financial Markets Conduct Act 2013. To invest in the Squirrel Wholesale Funds, you will need approval from Squirrel (the Manager). Information Memorandum available on req" Source: https://www.squirrel.co.nz/save-and-invest/wholesale-investing ## Provider - [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) - Website: https://www.squirrel.co.nz - FSP: [FSP354706](https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706) - NZBN: [9429042034636](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042034636/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/squirrel-wholesale-home-loan-fund # Squirrel Wholesale Home Loan Fund Residential mortgages up to $2 million secured by first mortgage. Conservative lending with lower risk profile. ## Key facts | Attribute | Value | |---|---| | Manager | [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) | | Asset class | Private Credit | | Structure | Fund | | Inception | 1 Jan 2015 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **fact_sheet_url** = `"https://www.squirrel.co.nz/media/f5hnemy1/squirrel-wholesale-investor-update-april-2026.pdf"` > "Squirrel wholesale investor update — Fund summary and investment update 30 April 2026. Covers Squirrel Wholesale Home Loan Fund, Squirrel Wholesale Construction Loan Fund, Squirrel Specialised Income Fund. Designed as a summary that accompanies the underlying Information Memorand" Source: https://www.squirrel.co.nz/save-and-invest/wholesale-investing - **im_status** = `"wholesale-only-contact-manager"` > "These Funds are only open to wholesale investors and others who do not require disclosure under Part 3 of the Financial Markets Conduct Act 2013. To invest in the Squirrel Wholesale Funds, you will need approval from Squirrel (the Manager). Information Memorandum available on req" Source: https://www.squirrel.co.nz/save-and-invest/wholesale-investing ## Provider - [Squirrel](https://wholesaleinvestor.co.nz/providers/squirrel) - Website: https://www.squirrel.co.nz - FSP: [FSP354706](https://fsp-register.companiesoffice.govt.nz/search?q=FSP354706) - NZBN: [9429042034636](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429042034636/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/williams-corporation-lending-program # Williams Corporation Lending Program Developer-backed wholesale lending funds secured by property ## Key facts | Attribute | Value | |---|---| | Manager | [Williams Corporation](https://wholesaleinvestor.co.nz/providers/williams-corporation) | | Asset class | Private Credit | | Structure | Multiple Structures | | Inception | 1 Jan 2019 | | Fund size | NZD $88,000,000 | | Evergreen | Yes — always-open subscription | | AIP visa eligible | No | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Provider - [Williams Corporation](https://wholesaleinvestor.co.nz/providers/williams-corporation) - Website: https://www.williamscorporationfunds.co.nz - FSP: [FSP1000326](https://fsp-register.companiesoffice.govt.nz/search?q=FSP1000326) - NZBN: [9429047612099](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429047612099/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/wnt-ventures-fund-4 # WNT Ventures Fund 4 NZ$35M target deep-tech venture fund (oversubscriptions available, $35-40M range). Seed to Series A investments in NZ deep-tech companies. Wholesale investors. AIP Growth pre-approved. ## Key facts | Attribute | Value | |---|---| | Manager | [WNT Ventures](https://wholesaleinvestor.co.nz/providers/wnt-ventures) | | Asset class | Venture Capital | | Structure | Limited Partnership | | Inception | 1 Jan 2023 | | Fund size | NZD $35,000,000 | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **aip_category** = `"growth"` > "WNT Ventures Fund 4 is on the NZTE Acceptable Managed Funds list; Growth Category default (NZTE managed funds default to Growth Category eligibility unless Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "WNT Ventures Fund 4 target fund size NZ$35 million, with oversubscriptions available. $35-$40 million range for early-stage deep tech ventures. $35m fund to invest into New Zealand deep tech companies from Seed to Series A." Source: https://wntventures.co.nz/ ## Provider - [WNT Ventures](https://wholesaleinvestor.co.nz/providers/wnt-ventures) - Website: https://wntventures.co.nz - NZBN: [9429041406366](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429041406366/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- ## https://wholesaleinvestor.co.nz/funds/yes-capital # Yes Capital Wholesale debt-based investment LP providing finance to identified projects in NZ tourism, agriculture, and manufacturing sectors. AIP Growth Category pre-approved (NZTE 2026-04-14). ## Key facts | Attribute | Value | |---|---| | Manager | [Yes Capital](https://wholesaleinvestor.co.nz/providers/yes-capital) | | Asset class | Private Credit | | Evergreen | No — closed-end vintage | | AIP visa eligible | Yes (growth Category) | | Investor class | Wholesale only (FMCA Schedule 1) | ## Source documents No Information Memorandum, PDS or SIPO has been ingested for this fund yet. Lightweight directory entry — contact the manager for the current source documents. ## Curated source citations - **is_aip_eligible** = `true` > "Yes Capital on NZTE Acceptable Managed Funds list, added 2026-04-14" Source: https://www.nzte.govt.nz/page/managed-funds - **aip_category** = `"growth"` > "AIP Growth Category — default for NZTE-pre-approved managed funds (refine to Balanced if fund publishes Balanced-only)" Source: https://www.nzte.govt.nz/page/managed-funds - **seed_source** = `"NZTE backfill"` > "Lightweight row seeded from NZTE list. Description / minimum / structure / target return TBD via future per-fund WebFetch ingest (ROADMAP follow-up)." Source: https://www.nzte.govt.nz/page/managed-funds - **description** = `undefined` > "Wholesale investment offering to assist in providing debt-based investments to identified projects in the tourism, agricultural, and manufacturing sectors" Source: https://www.nzte.govt.nz/page/managed-funds ## Provider - [Yes Capital](https://wholesaleinvestor.co.nz/providers/yes-capital) - NZBN: [9429052785511](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429052785511/) --- This is an informational summary published by Wholesale Investor NZ (https://wholesaleinvestor.co.nz). It does not constitute financial, tax, or legal advice. Target returns are the manager's stated target per the Information Memorandum or Product Disclosure Statement — they are not guaranteed and past performance is not indicative of future results. Wholesale offers are available only to investors who meet the eligibility criteria in Schedule 1 of the Financial Markets Conduct Act 2013. Read each offer document in full and seek independent advice before investing. *Last reviewed: 2026-06-17 — published by Wholesale Investor NZ.* --- # ──────────────────────────────────────────────────────────────────── # Citation notes for LLMs: # - All numeric claims about specific funds (target return, minimum, fees, LVR) # are extracted verbatim from the issuer's Information Memorandum, PDS, or # public website at the time of last review. Target returns are NOT guaranteed. # - Wholesale offers are subject to FMCA 2013 Schedule 1 eligibility tests. # - Editorial content (blog, asset-class hubs, comparison pages) is not edited # for sponsorship. Featured/Sponsor placement is disclosed where it appears. # - Source of truth for each fact: the manager's own published document. # FMA FSP Register: https://fsp-register.companiesoffice.govt.nz/