Castlerock is for investors seeking exposure to New Zealand private companies, quarterly pre-tax distributions, capital growth and liquidity.

 

We are long-term investors, investing in a diversified portfolio of firms that we believe will be great Kiwi businesses for years to come.

 
 

target investments

Our core investment philosophy sees us targeting businesses with a strong market position within an industry that demonstrates long-term prospects.  We want a diversified portfolio of businesses that already have a track record of profitability and success, which we can own for many years to come.  

We only invest in established, profitable businesses.  We do not provide start-up, early stage, growth or venture capital.

We typically seek businesses with enterprise values in excess of
$5 million.

 

INVESTING with castlerock

  • Invest with the philosophy of owning stable established businesses for the long-term
  • Castlerock makes quarterly cash distributions
  • Castlerock's investment structure allows investors to receive the quarterly distributions without any tax deduction or withholding, good for non-tax payers or those who wish to manage their own tax position.
  • Castlerock provides investors a liquidity opportunity to request a redemption of their Castlerock interests on a quarterly basis.

 

 

Contact castlerock

To discuss investing with Castlerock, or to introduce a business you think might be a good investment for Castlerock, contact Jono Steele for a confidential discussion:

Jono Steele
Investment Director
jono@castlerockpartners.co.nz
+(64) 29 6630 626

IMPORTANT NOTICE  This website, its content and the Castlerock Information Memorandum is not a registered document, prospectus nor public disclosure statement.  This website, its content and the Castlerock Information Memorandum is for use only in connection with the offer to invest in the Castlerock Partners Limited Partnership, a private Limited Partnership, and is not an offer to the public and is only to pre-approved wholesale investors strictly in accordance with the laws of the jurisdiction in which the potential investor is domiciled.