Wholesale Managed Funds in New Zealand

Auckland

Evergreen venture capital fund and climate tech specialist with proven track record

Auckland

Leading NZ private credit manager focused on corporate lending

Auckland

Wholesale managed investment scheme focused on SMEs with proven AU$800M track record in Australia

Auckland

Growth-stage VC with $250m FUM and $1B FUA backing product-market fit companies

Auckland, New Zealand

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 services across alternative investments, managed portfolios and real estate opportunities, and also serves large-scale professional investors seeking alternative investments to complement existing portfolios. For migrant investors, Alvarium offers a tailored service for the Active Investor Plus (AIP) visa covering approved asset classes — direct investments and managed funds — on one custodial platform with unified reporting. The vehicle listed on Wholesale Investor is the Alvarium Active Investor Plus Service, a bespoke portfolio service in the fund-of-funds category built around AIP Growth and Balanced strategies. A Service Disclosure Statement for the Alvarium Active DIMS service (June 2024) is publicly available via the documents section of alvarium.co.nz. Alvarium is a registered financial service provider (FSP20861) with NZBN 9429047248113, headquartered at Level 37, PwC Tower, 15 Customs Street West, Auckland; this directory records the firm's history from 1999. Key people recorded in this directory include Malcolm McKinnon (CEO), John Berry (CEO Wealth NZ), Paul Brownsey (Chief Investment Officer), Andrew Williams (Executive Director) and Jeremy Ward (Portfolio Manager). Services referenced on this profile are available to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); engagement terms, fees and portfolio composition are set out in Alvarium's own service documents.

Auckland

Specialist in aged care and healthcare sectors with conservative gearing and regular distributions

Auckland

Part of Bancorp Wealth Management Group, offering conservative asset-backed helicopter leasing fund

Auckland

Investment banking group with private equity and responsible investment focus

New Zealand

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.

Auckland

Deep-tech incubation specialist in life sciences, medtech, and cleantech

Auckland

Private equity firm focused on mid-sized NZ businesses with evergreen structure

Auckland

Part of Centuria Capital Group ($21B AUM) offering wholesale property funds and CRED

Auckland, Wellington, Christchurch

Leading NZ investment firm offering discretionary AIP investment services

Auckland, New Zealand

Cultivate Ventures is an industry-backed agri-tech and agri-food venture capital manager focused on 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 and backs 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 vehicle listed on Wholesale Investor is the Cultivate Ventures Limited Partnership, a venture capital fund structured as a limited partnership and offered to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1). The fund combines Northington Partners' capital markets experience with a specialist advisory network spanning agribusiness, technology commercialisation and global market access. Cultivate Ventures Limited Partnership appears on the NZTE Acceptable Managed Funds list for the Active Investor Plus (AIP) investor visa, added 2 November 2023 (list dated 15 June 2026), and is recorded in this directory under the AIP Growth category. Under current AIP settings, the Growth category requires a NZ$5 million investment over 36 months. The manager operates from Level 33, Vero Centre, 48 Shortland Street, Auckland, and holds NZBN 9429051239633. Key people recorded in this directory include founder Anthony Edmonds and directors Greg Main and Marcus Henderson. Offers of interests in the fund are made to wholesale investors only, under the manager's own offer documents; minimums, fees and terms are set out there.

Auckland

Private debt investor focused on mid-market NZ businesses via senior secured loans plus warrants

Auckland

Hands-on Seed and Series A investor filling critical capital and capability gaps

Auckland

Partnership with ASX-listed MA Financial Group, market leaders in investment migration funds

Auckland

Capital preservation fund lending to regulated Lines Companies for grid infrastructure

Tauranga

First Mortgage Trust (FMT) is a Tauranga-based non-bank lender specialising in first mortgage lending, with a track record dating back to 1995 — around 30 years of operation. This directory records funds under management of approximately NZ$2 billion and an investor base of roughly 7,000. The business is a registered financial service provider (FSP31642) and holds NZBN 9429038360961; its manager entity, First Mortgage Managers Limited, is profiled on the FMA's licensed-providers pages. FMT's lending is secured by registered first mortgages over New Zealand property. The vehicle listed on Wholesale Investor is the FMT Wholesale Fund, an evergreen private credit fund open for subscription on an ongoing basis rather than through time-bounded raises. The wholesale fund carries a two-year minimum investment term and sits alongside the manager's retail fund, with a wholesale return margin above the retail fund as described in the manager's materials. Key people recorded in this directory include Paul Bendall (CEO), Andrew Western (CFO), Sam Burgess (Head of Lending), Geoff Newland (Head of Credit) and Matt Tucker (CTO). FMT is not on the NZTE Acceptable Managed Funds list (dated 15 June 2026) for the Active Investor Plus visa. Offers of interests in the FMT Wholesale Fund are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); minimums, rates and terms are set out in the manager's own offer documents.

Dunedin, Auckland, Wellington

New Zealand's largest investment adviser with personalized fund of funds approach

Auckland, New Zealand

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 at Level 2, 33 College Hill, Freemans Bay, Auckland, ForthCo brings capital, capability and long-term commitment to productive New Zealand businesses, focusing on active, hands-on investment — working alongside founders to accelerate growth, improve operations and unlock value. The firm is a member of the New Zealand Private Capital Association and holds NZBN 9429047890183. The vehicle listed on Wholesale Investor is the Active Long Term Growth Fund, an open-ended (evergreen) limited partnership backing proven, profitable New Zealand businesses with enterprise values of roughly NZ$10–100 million. The fund offers quarterly distributions and quarterly redemption windows, with a NZ$100,000 minimum investment for wholesale investors. The Active Long Term Growth Fund appears on the NZTE Acceptable Managed Funds list for the Active Investor Plus (AIP) visa, added 27 August 2025 under the listing "ForthCo Limited" (list dated 15 June 2026), and is recorded in this directory under the AIP Growth category — which under current settings requires a NZ$5 million investment over 36 months. The team recorded in this directory includes Henry Withers (Executive Chairman), Phil Veal (Managing Director), Rebecca Robinson (COO / Head of Portfolio Operations), Thomas Redford (Investment Director), Stefanie White (Finance Director) and Jonty Sabiston (Investment Analyst). Offers of interests in the fund are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1) via ForthCo's own offer documents.

Auckland

Generalist early-stage technology investor anchored by NZ Government's largest VC investment

Auckland

Owned by Origin Capital Partners, specializing in AIP visa investment solutions

Auckland

Greenmount (also styled GreenMount; investment arm GM Capital) is an independent advisory and investment-management firm operating across Australia and New Zealand, with offices in Auckland, Christchurch and Sydney. Its capital division focuses on private-capital investment management, partnering with businesses to support growth. The firm's New Zealand base is Level 2, 1 Albert Street, Auckland; it holds NZBN 9429049393835, and this directory records its history from 2018. Hugo Fisher is recorded as the key contact for New Zealand operations. Two Greenmount vehicles are listed on Wholesale Investor, both structured as limited partnerships and offered to wholesale investors. The Greenmount Capital New Economy Fund LP is a venture capital fund with a recorded fund size of NZ$60 million, focused on Series A investment into globally scalable businesses across seven transformative themes. The Greenmount Co-Investment Fund No.1 LP is a private equity vehicle providing access to deals alongside established Australasian private equity sponsors. Both funds appeared on earlier editions of the NZTE Acceptable Managed Funds list for the Active Investor Plus (AIP) visa but are not on the current list dated 15 June 2026; AIP applicants can confirm current status against the live NZTE list. Offers of interests in the funds are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1) via the manager's own offer documents. Source: greenmount.com.

Auckland

Mid-market credit fund for NZ companies with experienced credit team

Auckland

Diversified private credit exposure with 7+ years track record and monthly liquidity Managed by Harbour Asset Management.

Auckland

Icehouse Ventures is an Auckland-based early-stage venture capital firm investing in New Zealand-founded technology companies. This directory records more than NZ$750 million in assets under management, over NZ$488 million in total funds raised, more than 340 portfolio companies and an investor base of roughly 2,000. The firm's history in this directory dates from 2001; it is a registered financial service provider (FSP18944) with NZBN 9429033908489. Three Icehouse Ventures funds are listed on Wholesale Investor, all structured as limited partnerships for wholesale investors. Icehouse Ventures Growth Fund III (recorded fund size NZ$150 million) invests in New Zealand-founded technology companies raising growth-stage capital from Series A through Series D+, targeting a diversified portfolio of 20-30 companies across hardware, software, deep-tech, agritech and AI. The IV Sustainable Technology Fund (NZ$35 million) targets 20-40 seed-stage technology companies amplifying global sustainability. Icehouse Ventures Seed Fund IV LP (NZ$50 million) invests in around 30 high-growth technology companies from pre-seed to pre-Series A. On the NZTE Acceptable Managed Funds list for the Active Investor Plus (AIP) visa (dated 15 June 2026), Growth Fund III was added 25 May 2026 and the IV Sustainable Technology Fund on 11 April 2024; both are recorded here under the AIP Growth category. Seed Fund IV appeared on earlier editions of the list but is not on the current one. Key people recorded in this directory include Robbie Paul (CEO), partners Jack McQuire, Barnaby Marshall, Jo Wickham and Jason Wang, and CFO Scott Turner. Offers of interests in the funds are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1) via the manager's own offer documents.

Auckland

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.

Auckland

Specialist early-stage fund for R&D spinouts from NZ science and technology sector

Auckland

Māori owned and led VC leveraging the Māori economy for global technology investments

Hastings, New Zealand

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.

Wellington

Early-stage climate-tech specialist with $15m committed and proven track record

Christchurch

Agricultural investment platform with 34 years experience managing $600m in syndicate assets

Auckland, New Zealand

NetFunds is a New Zealand-based alternative asset investment manager built for active participation in private credit, private equity and commercial property. Founded by Michael Karabassis — an experienced commercial property investor and fund manager who has personally completed over 200 property transactions — the Auckland firm operates lending, private equity and property divisions and holds NZBN 9429052281471. Two NetFunds vehicles are listed on Wholesale Investor. The NetCredit Unit Trust, the firm's flagship private credit fund, finances New Zealand SMEs through diversified secured loans with three-year average maturities; it is structured as a PIE unit trust, under which tax on attributed income is capped at the 28% PIE rate for eligible investors. The NetEquity Opportunities Fund LP provides access to New Zealand private equity through a blend of fund-of-funds allocations and direct investment into SME companies, with a NZ$100,000 minimum for wholesale investors. Directors recorded in this directory include Dave Armstrong (NetCredit) and Hamish Blackman (NetEquity), alongside managing director Michael Karabassis. Both funds appear on the NZTE Acceptable Managed Funds list for the Active Investor Plus (AIP) visa — NetCredit Unit Trust added 26 September 2025 and NetEquity Opportunities Fund LP added 10 November 2025 (list dated 15 June 2026) — and are recorded here under the AIP Growth category, which under current settings requires a NZ$5 million investment over 36 months. Offers of interests in both funds are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1) via the manager's own offer documents.

Auckland, New Zealand

Newland Capital Management is a New Zealand financial services provider (FSP761692) offering asset allocation and tailored wealth management solutions for high-net-worth individuals, family offices and New Zealand investment-migration applicants. Based in Auckland with a history recorded in this directory from 2018, the firm holds NZBN 9429046637482 and serves both domestic wholesale investors and international clients seeking New Zealand investment opportunities under the Active Investor Plus (AIP) visa programme. The firm manages two sub-funds: a REIT-First Mortgage Fund providing monthly distributions through property-backed lending, and a Real Estate Development Fund. Funds are managed with independent custodianship by Rockburgh Trustee, separating fund management from asset custody. The vehicle listed on Wholesale Investor is the Newland Credit Fund, a private credit strategy providing working capital and growth loans to New Zealand businesses, secured by business assets and targeting medium-term, risk-adjusted returns as described in the manager's materials. The Newland Credit Fund appears on the NZTE Acceptable Managed Funds list for the AIP visa, added 17 September 2025 (list dated 15 June 2026), and is recorded here under the AIP Growth category, which under current settings requires a NZ$5 million investment over 36 months. Danny Chan chairs the firm's investment committee. Offers of interests in the fund are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); minimums, fees and terms are set out in Newland's own offer documents.

Auckland

Female scientist-led $57m deep tech fund solving global problems with science and IP

Auckland

Top 5% performing 2021 vintage fund investing in ANZ founders at 50% lower valuations

Dunedin

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.

Auckland

One of NZ's largest deep-tech VCs focused on healthcare, food, and environment

Auckland

30+ years credit experience with weekly liquidity PIE structure

Auckland

Senior secured lending leveraging deep NZ industry networks Associated with CLIME Asset Management Limited.

Auckland, New Zealand

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.

Auckland

Established in 2005, one of the largest NZ private capital investors with $1.1B raised

Auckland

Fintech specialist partnering with Icehouse Ventures on NZ Fintech Fund

Auckland

B2B SaaS specialist with Brand Fund achieving 28.63% IRR and top decile performance

Auckland, New Zealand

Provincia is a specialist New Zealand industrial property fund manager (manager entity Provincia Property Fund Management Limited). Its open-ended Provincia Property Fund holds mid-size industrial and warehouse property and is offered to wholesale investors, with secondary trading available via Syndex.

Auckland

Top-quartile deep tech investor led by Silicon Valley veteran Dr. Mark Bregman

Waverley

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.

Auckland

Venture studio offering investment in earliest stages with full support infrastructure

Christchurch

Fund manager investing in New Zealand dairy farming assets, in a structure that supports the next generation of farmers into equity partnerships, aligning operator and investor incentives.

Auckland

Personalised investment service providing bespoke fund of funds approach for AIP investors

Auckland

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.

Auckland

Experienced deep tech specialist with top quartile performance and proven exits