Direct Investment Providers

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

Leading NZ private credit manager focused on corporate lending

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

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

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).

Marlborough region angel network connecting local investors with early-stage ventures. AANZ member fostering regional entrepreneurship and investment.

Wellington's home for ambitious startups and passionate investors. Community of seasoned investors championing entrepreneurs with 95 members, $52M invested, and 180 portfolio companies.

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

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

Investment banking group with private equity and responsible investment focus

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.

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.

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

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

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

Growth business loans to expansion phase companies with established revenue

Leading NZ investment firm offering discretionary AIP investment services

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.

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

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.

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

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

Angel investor network connecting early-stage startups with angel investors. AANZ member providing expertise and investment opportunities for growth businesses across New Zealand.

Capital preservation fund lending to regulated Lines Companies for grid infrastructure

Property-backed investment provider offering first mortgage security

Non-bank lender specializing in first mortgage lending with 30 years track record

Nelson/Tasman region angel investment network. AANZ member supporting early-stage startups with capital and mentorship from experienced investors.

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.

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

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.

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.

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

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

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.

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

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

New Zealand's most active early-stage venture capital firm with over $750m AUM and 340+ portfolio companies

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.

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.

South Island angel network covering Canterbury, Otago & Southland. Bringing money south through syndicated investments in regional startups. Events in Christchurch, Dunedin, Invercargill, Queenstown & Wanaka.

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

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

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.

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

NZ's most experienced VC firm with 25+ years and top decile global performance

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

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.

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.

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.

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

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.

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.

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

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.

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

Pallas Capital is a specialist financier and investment manager providing access to Commercial Real Estate (CRE) debt across Australia and New Zealand. Since 2016, they have managed A$8.4 billion in total investments with A$3.5 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.

30+ years credit experience with weekly liquidity PIE structure

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

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.

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

Property fund manager focused on commercial property investments

Fintech specialist partnering with Icehouse Ventures on NZ Fintech Fund

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

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.

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

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.

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.

Venture studio offering investment in earliest stages with full support infrastructure

Strategic investment in sustainable NZ dairy farming and regenerative agriculture

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

Retirement village development specialist for Asian and local elderly

Specialist in forestry, agriculture and natural resource investments

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.

Residential property developer with wholesale lending funds backed by completed homes

Experienced deep tech specialist with top quartile performance and proven exits