Is Castlerock the right investment fund for you?
Whether you’re a wholesale investor seeking to diversify into successful private Kiwi businesses or a Not-for-Profit looking for an equity investment that aligns with your long-term mission, Castlerock is built to meet your needs. Our evergreen fund structure provides patient capital and consistent returns, investing in real, well-run New Zealand businesses with strong fundamentals. Co-invest alongside our manager and co-investor Bancorp, drawing on their 40-year track record in financial expertise in businesses such as HELL Pizza, Vivo Hair & Skin Clinics, the Tile Depot, Brooklands Pet Products, HQ Travel Group, and Majestic Horse Floats.
Investing in Enduring Value — Not Just Short-Term Returns
Castlerock is a private investment firm backing New Zealand’s mid-sized businesses to scale and succeed for the long term. Our fund is designed for wholesale investors who seek more than just performance; they want alignment with purpose, strong governance, and tangible impact on the New Zealand economy.
Castlerock is an NZTE approved AIP+ visa managed fund under the Growth category.
Who We Partner With
We work with values-aligned investors who share our belief that great businesses take time, support, and the right partners to grow.
Common investor partners include:
- Family offices looking for steady returns and long-term capital deployment
- Philanthropic trusts and community funds seeking impact alongside yield
- Individuals and entities focused on intergenerational wealth and legacy
- Investors looking to participate in New Zealand’s real economy, not just the listed markets
What You Can Expect
Our evergreen fund model enables us to invest in the right opportunities at the right time, without being compelled to sell before a business reaches its full potential.
As an investor, you benefit from:
- Quarterly cash distributions and capital growth over time
- Exposure to a portfolio of resilient New Zealand businesses
- Strong governance and reporting, no surprises
- Redemption opportunities and no entry or exit fees
- An efficient tax structure that delivers pre-tax returns and cash flow
- Alignment with business owners who care about what they’re building