AAM
Fund Manager based in Auckland
Key Facts
- Provider type
- Fund Manager
- Headquarters
- Auckland
- Established
- 2015 (10 yrs)
- FSP number
- FSP1001167 ↗
- NZBN
- 9429049199208 ↗
- AIP status
- Approved
- Funds listed
- 2
- Website
- www.aotea-am.co.nz
Last reviewed: 19 May 2026
About AAM
Leading NZ private credit manager focused on corporate lending
Location
Auckland
Established
2015
10 years track record
AIP Approved
Eligible for Active Investor Plus visa
Funds Managed (2)
AAM Corporate Loan Fund III
AAM Corporate Loan Fund III is a New Zealand private credit fund managed by Aotea Asset Management (AAM) in Auckland. The fund provides floating-rate corporate lending, with returns linked to a margin above the Official Cash Rate. It is structured as an evergreen, open-ended vehicle and is available to wholesale investors only under the FMCA Clause 3 exemption.
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.
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Frequently Asked Questions
What is AAM?
Leading NZ private credit manager focused on corporate lending
Where is AAM based?
AAM is based in Auckland. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).
Is AAM registered with the FMA?
AAM is registered on the FMA's Financial Service Providers Register (FSPR) under FSP1001167 and holds NZBN 9429049199208. FSPR registration is a legal requirement for entities providing financial services in New Zealand and does not itself constitute an endorsement. Verify current standing at the FSP register before investing.
How long has AAM been operating?
AAM was established in 2015 and has a 10-year track record. Past performance and operational history are not reliable indicators of future returns — review the fund's Information Memorandum and audited financial statements before investing.
How much capital does AAM manage?
AAM reports assets under management of approximately NZD $200.0 million as last published. AUM figures are sourced from the manager's own disclosures and may include committed-but-uncalled capital depending on definition — confirm the basis with the manager directly.
What funds does AAM manage?
AAM currently lists 2 funds on Wholesale Investor NZ, of which 1 is evergreen (permanently open for subscription rather than time-bounded vintages). 1 fund is flagged as Active Investor Plus (AIP) visa eligible per NZTE's Acceptable Managed Funds criteria.
Are AAM's funds eligible for the Active Investor Plus (AIP) visa?
AAM is flagged as AIP-approved on Wholesale Investor NZ, with 1 fund carrying the NZTE-pre-approved AIP eligibility marker. AIP visa applicants must invest at least NZ$5 million in Growth Category investments held for 36 months (or NZ$10 million Balanced held for 60 months) per Immigration New Zealand's current rules. Eligibility determination sits with NZTE + Immigration NZ — confirm against the live NZTE Acceptable Managed Funds list before relying on this classification.