Frequently asked questions
Who invests in Castlerock?
We partner with wholesale and institutional investors, from high-net-worth individuals and family offices to charitable trusts and iwi funds. Bancorp and our leadership team invest alongside you, so you are part of a community with shared long-term interests.
Is there a minimum investment required?
Our minimum investment is typically $100,000, though we’re open to discussing individual circumstances to ensure the fund remains accessible to values-aligned capital.
What is a Wholesale Investor?
The Financial Markets Conduct Act 2013 defines the criteria to be deemed a Wholesale Investor. In short, wholesale investor are either experienced or knowledgeable about investing, have net assets or control net assets with value or turnover exceeding $5 million or have an investment portfolio of $1 million or more. If you are unsure, give us a call. The Castlerock team can help you work out whether you are eligible.
Is there a minimum investment required?
Our minimum investment is typically $100,000, though we’re open to discussing individual circumstances to ensure the fund remains accessible to values-aligned capital.
Is there a minimum term to my investment?
There’s no fixed term, with our evergreen structure, you can exit when you choose. We’ll work to facilitate a sale or share redemption at the current value when you’re ready. The Information Memorandum and Limited Partnership Agreement have more details about how this works. You should discuss this with Castlerock to learn more about it.
How do dividends / distributions work?
We aim to distribute quarterly returns from the profits of our portfolio businesses. While payments have been regular since inception, the amount and timing aren’t guaranteed. Some investors opt for reinvestment via share allocations.
What do I own when I invest in Castlerock?
Investors become shareholders of Castlerock Limited Partnership.
Where can I learn more?
Download our Information Memorandum to explore our Evergreen model, investment philosophy, and current portfolio. Or contact us to request a fund overview or to discuss how Castlerock can fit into your capital strategy.