01About

A New Zealand wholesale investment manager.

Carlisle-APW is a wholesale financial services and investment management business in New Zealand, registered on the Financial Service Providers Register and built on tectonic discipline. We invest not only to capture the value of today, but to secure multi-generational wealth and well-being for the generations of tomorrow.

—Mandates

Engineered for permanence.

iPrivate Capital

Direct exposure to New Zealand private equity, private credit and real-asset opportunities across agriculture, forestry, biotechnology, health, infrastructure, construction and real estate, sourced and structured for wholesale investors seeking diversified, long-duration capital deployment beyond public markets.

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iiLiquid Fund

Our principal investment vehicle, Carlisle-APW Total Return Sovereign & Listed Securities Fund L.P., is focused on New Zealand sovereign securities, listed bonds and listed equities, managed through an active investment and risk-management approach.

We serve wholesale clients, including those seeking qualifying investments aligned with the New Zealand Active Investor Plus Visa — Balanced Category (NZ$10 million investment), subject to applicable rules and individual eligibility.

Our discipline is drawn from the New Zealand landscape itself: vast, quiet, and permanent. We reject opaque clutter in favour of high-fidelity transparency, treating regulatory clarity as a feature, not a footnote.

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02Operating Principles

Three load-bearing pillars.

01

Tectonic discipline

A risk-managed, active approach anchored to New Zealand sovereign securities, listed bonds and listed equities. Stability of process before pursuit of return.

02

Regulatory integrity

Registered on the Financial Service Providers Register. Capabilities delivered on a wholesale basis, with institutional-grade transparency.

03

Alignment of interest

Strategy designed for wholesale investors and Active Investor Plus Visa — Balanced Category applicants seeking NZ$10 million qualifying investment exposure.

New Zealand fiord at blue hour
New Zealand · Aotearoa
03Regulatory Identity

Registered. Transparent. Accountable.

Entity
Carlisle-APW
FSP Number
FSP1013230
NZBN
9429053874931
Register
Financial Service Providers Register (FSPR)
Basis
Wholesale financial services
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04Industry Membership

A member of the global alternative investment community.

Member of
AIMA — The Alternative Investment Management Association
The Alternative Investment Management Association

Carlisle-APW is a member of the Alternative Investment Management Association (AIMA) — the global representative of the alternative investment industry, with over 2,100 corporate members in more than 60 countries.

AIMA membership reflects our commitment to industry best practice, sound governance and the highest standards of professional conduct across alternative investment management, including private capital and absolute-return strategies.

Through AIMA, we engage with global peers, regulators and industry bodies, contributing to the development of sound practice and standards within the alternative investment community.

Learn more about AIMA

Carlisle-APW provides financial services on a wholesale basis only. Services are not available to retail clients. Eligibility as a wholesale client is determined in accordance with the Financial Markets Conduct Act 2013. This information is general in nature and does not constitute regulated financial advice, an offer of securities, or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investment involves risk, including the potential loss of capital.

Carlisle-APW

Carlisle-APW Total Return Fund. A wholesale investment management business registered on the New Zealand Financial Service Providers Register.

Wholesale Only · FSP1013230
Regulatory Ledger
Entity
Carlisle-APW
FSP No.
FSP1013230
NZBN
9429053874931
Status
FSPR Registered

Carlisle-APW provides financial services on a wholesale basis only. Services are not available to retail clients. Eligibility as a wholesale client is determined in accordance with the Financial Markets Conduct Act 2013. This information is general in nature and does not constitute regulated financial advice, an offer of securities, or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investment involves risk, including the potential loss of capital.

The investment strategy is designed to be capable of meeting the relevant Listed Equities and Bonds requirements for the New Zealand Active Investor Plus Visa — Balanced Category (NZ$10 million investment). Visa eligibility is determined solely by Immigration New Zealand and is subject to the applicable rules and individual circumstances. No representation or warranty is made as to visa approval, and this information does not constitute immigration advice.

© 2026 Carlisle-APW · FSP1013230 · NZBN 9429053874931
New Zealand