Fidelity Capital Partners
Fund Manager based in Auckland
Key Facts
- Provider type
- Fund Manager
- Headquarters
- Auckland
- Established
- 2015 (10 yrs)
- NZBN
- 9429048397889 ↗
- AIP status
- Approved
- Open offers
- 1 open / 1 total
- Funds listed
- 1
- Website
- www.fidelitycp.nz
Last reviewed: 19 May 2026
About Fidelity Capital Partners
Capital preservation fund lending to regulated Lines Companies for grid infrastructure
Location
Auckland
Established
2015
10 years track record
AIP Approved
Eligible for Active Investor Plus visa
Funds Managed (1)
Open Funds & Active Offers(1)
Key People (2)
Eric Wei
Co-Founder, Managing Director
Leadership
CFA, previously at Jarden, Bank of China (NZ), NZ Financial Markets Authority. Authorised Financial Adviser, Master's from Victoria University of Wellington
Adam Hunt
Co-Founder, Director
Leadership
Previously at Oracle, Turners & Growers, Inland Revenue Department, Financial Markets Authority. MBA from University of Reading Henley Business School, Chartered Director
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Quick Info
Frequently Asked Questions
What is Fidelity Capital Partners?
Capital preservation fund lending to regulated Lines Companies for grid infrastructure
Where is Fidelity Capital Partners based?
Fidelity Capital Partners 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 Fidelity Capital Partners registered with the FMA?
Fidelity Capital Partners is holds NZBN 9429048397889. 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 Fidelity Capital Partners been operating?
Fidelity Capital Partners 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.
What funds does Fidelity Capital Partners manage?
Fidelity Capital Partners currently lists 1 fund on Wholesale Investor NZ. 1 fund is flagged as Active Investor Plus (AIP) visa eligible per NZTE's Acceptable Managed Funds criteria.
What is the minimum investment in Fidelity Capital Partners's funds?
Minimum investments across Fidelity Capital Partners's currently listed offers range from NZ$100K. Minimums are set per offer and may change for new vintages — confirm the current minimum in the offer's Information Memorandum. Wholesale-only offers also require self-certification under FMCA Schedule 1 before subscription.
Are Fidelity Capital Partners's funds eligible for the Active Investor Plus (AIP) visa?
Fidelity Capital Partners 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.