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
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.
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
How do I verify a provider is legitimate and trustworthy?
Conduct thorough due diligence before investing with any provider: (1) Check FMA Register - Verify the provider is licensed or registered with the Financial Markets Authority (www.fma.govt.nz/compliance/entities), (2) Review track record - Research past fund performance, years in operation, total funds under management, (3) Check key personnel - Research investment team backgrounds, LinkedIn profiles, previous roles and experience, (4) Request references - Ask to speak with existing investors or portfolio companies, (5) Review documentation - Read Information Memoranda, trust deeds, audited financial statements thoroughly, (6) Understand fee structures - Ensure fees are clear, reasonable, and aligned with industry norms, (7) Check for red flags - Promises of guaranteed returns, pressure to invest quickly, unlicensed operators, lack of transparency. All providers on Wholesale Investor NZ are pre-screened for legitimacy, but always conduct your own due diligence.
What questions should I ask a fund manager before investing?
Ask fund managers these critical questions: Investment Strategy - What is your investment thesis? How do you source deals? What's your competitive advantage? Track Record - What returns have you achieved historically (gross and net)? What percentage of investments succeeded vs failed? Can I speak with investors in prior funds? Team - Who makes investment decisions? What's their background? Have there been recent departures? How is the team compensated? Risk Management - What was your worst investment and what did you learn? How do you handle conflicts of interest? What's your downside protection? Fees - Explain management fees, performance fees, and all other costs? What's the hurdle rate? Process - What's the investment committee process? How often do you report? What voting rights do I have? Exit - What's the expected timeline to liquidity? Have you returned capital to investors before? Get answers in writing and verify claims independently.
What is the difference between a fund manager and a platform?
Fund Managers directly manage pooled investment capital, making investment decisions, conducting due diligence, managing portfolio companies/assets, charging management and performance fees, and carrying fiduciary duty to investors. Examples include private equity firms, credit fund managers, property developers. Platforms provide infrastructure for accessing multiple investment opportunities, do not make direct investment decisions (investors choose from offerings), may conduct initial due diligence on providers, charge platform fees or take commissions from providers, and offer comparison and research tools. Examples include investment platforms, crowdfunding sites, syndication platforms. Some hybrid models exist - platforms with house funds. When investing via platforms, you still need to evaluate the underlying fund manager's capabilities, track record, and terms as if investing directly.