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 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.

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.

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

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.

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.

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.

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.

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.

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

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.

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

Leading NZ investment firm offering discretionary AIP investment services

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.

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.

Erskine Owen is a New Zealand property investment and syndication manager. Its vehicles include the NZ Daycare Properties Fund LP (wholesale, early-learning-centre property) and the Erskine Owen Veritas Property Fund.

Capital preservation fund lending to regulated Lines Companies for grid infrastructure

Finbase is a 100% New Zealand-owned wholesale investment manager based in Remuera, Auckland, providing property-backed lending secured by registered first mortgages over New Zealand residential and commercial real estate. With a history recorded in this directory from 2015, Finbase is a registered financial service provider (FSP1003560) with NZBN 9429052042393. It offers two structures to selected wholesale investors: a single-investment option (minimum NZD $1,000,000, offering a fixed interest rate from 7% p.a. paid monthly over typical 3-24 month terms) and a PIE fund (minimum NZD $100,000, quarterly distributions, PIE tax capped at 28%, with a stated objective of at least 5% above the 90-day bank bill rate). The vehicle listed on Wholesale Investor is the Finbase Mortgage Program, an evergreen private credit fund in the PIE structure that is open for subscription on an ongoing basis rather than through time-bounded raises. As at September 2024 the manager reported 260 loans under management, an average loan size of approximately $479,000, and an average loan-to-value ratio of 41%. Key people recorded in this directory include directors Pernell Callaghan and Hayden Thompson and investment manager Jordan Evans. Investments are offered only to selected wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1) and are not covered by the Deposit Compensation Scheme. Finbase is not on the NZTE Acceptable Managed Funds list (dated 15 June 2026) for the Active Investor Plus visa. Source: finbase.nz (2024).

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.

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 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.

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

Goldenstone Partners manages Goldenstone Partners Capital, a fund on the NZTE Acceptable Managed Funds list for the Active Investor Plus visa (added 15 June 2026). Directory entry seeded from the NZTE list; full profile (FSP, NZBN, key people) to be enriched.

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.

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

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.

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.

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.

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

Movac is a New Zealand venture capital firm founded in 1999, giving it more than 25 years of investing history. Headquartered at 12 Allen Street, Te Aro, Wellington, the firm holds NZBN 9429042545880 and invests in high-growth New Zealand technology companies with established management teams and the ambition to scale globally past NZ$100 million in revenue. The vehicle listed on Wholesale Investor is Movac Growth 7, a NZ$150-200 million venture capital fund (minimum NZ$150 million, with potential for oversubscription to NZ$250 million). Movac Growth 7 appears on the NZTE Acceptable Managed Funds list for the Active Investor Plus (AIP) visa, added 1 December 2025 with a listed close date of 1 October 2026 (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 founding partner Phil McCaw, partners Jason Graham and Mark Vivian, and venture partners Lovina McMurchy and Ben Anderson. Offers of interests in Movac Growth 7 are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); minimum commitments, fees and terms are set out in Movac's own offer documents.

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.

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

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.

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.

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.

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.

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.

Oyster Property Group (Oyster Management Limited) is a New Zealand commercial property and fund manager. Its funds include the Oyster Direct Property Fund, Oyster Large Format Retail Fund and Oyster Industrial Limited, offered under registered product disclosure statements.

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, 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).

30+ years credit experience with weekly liquidity PIE structure

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

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.

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

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.

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.

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.

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.

RAM (Real Asset Management) is an alternative asset manager investing across credit, real estate and private equity for institutional and wholesale investors. Founded in 2010, the group operates seven offices across the Asia-Pacific and is registered in New Zealand (FSP1011247). Its New Zealand funds focus on asset-backed credit and investment-grade bonds, with New Zealand-based directors and local governance. Source: RAM NZ Credit Fund and Bond Fund fact sheets (2026).

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

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.

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.

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.

Torrent Securities Limited is a New Zealand private credit investment manager specialising in senior secured property lending for qualifying wholesale investors. As manager of the NZ Property Credit Fund LP and the NZ AIP Property Development Fund LP, Torrent originates, manages and monitors property-backed private credit across commercial property, construction, residential and land development, and transitional finance, primarily secured by registered first mortgages. Led by Graeme Coutts (Managing Director) and Michael Gale (General Manager). Source: Torrent Investment Manager Overview (2026).

Residential property developer with wholesale lending funds backed by completed homes

Experienced deep tech specialist with top quartile performance and proven exits

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.