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Newly Established Hedge Funds Business Equity Stake For Sale in Hamilton, Bermuda

Regulated Scotch whisky investment fund offering institutional alternative asset exposure through premium whisky cask acquisitions.
This Business is on a Premium Plan
Established 0-1 year(s)
Employees 10 - 50
Legal Entity Limited Liability Partnership (LLP)
Reported Sales Nil
Run Rate Sales Nil
EBITDA Margin Nil
Industries Hedge Funds + 1 more
Locations  Hamilton
Local Time 12:11 AM Asia / Kolkata
Listed By Management Member
Status Active
Overall Rating
Partial Stake Sale
USD 16 million for 18.0% stake (Native Currency: INR 1,500,000,000)
Reason: Looking for like-minded individuals to join the fund. India is now the world’s largest Scotch whisky... View More
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Business Overview
- Operates a regulated closed-end alternative investment fund focused on acquisition, management, maturation, and monetization of premium Scotch whisky casks.
- Structured as a £20 million investment fund domiciled in Bermuda with an 8-year tenure extendable by up to 2 years.
- Invests in physical single malt Scotch whisky casks and bottles stored in HMRC-approved bonded warehouses in Scotland.
- Revenue and investor returns are driven through acquisition of investment-grade whisky casks, long-term maturation, portfolio management, and strategic exits through secondary markets, auction houses, bulk buyers, and institutional trading channels.
- Focuses on premium distilleries and collectible whisky assets supported by growing global demand and supply scarcity dynamics.
- Operates with institutional infrastructure including regulated fund administration, custodianship, auditing, legal advisory, and banking relationships.
- Regulated by the Bermuda Monetary Authority (BMA), which acts as the financial regulator for the fund structure.
- Holds required regulatory oversight and operational compliance through the Bermuda Monetary Authority, HMRC-approved bonded warehousing arrangements in the UK, and regulated fund administration structure.
- Custody and storage of whisky assets are managed through UK government bonded warehouses ensuring compliance, insurance coverage, and controlled storage conditions.
- Managed by an experienced global team with industry relationships across distilleries, auction houses, traders, and institutional market participants.
- Maintains sourcing access to more than 80 distilleries including premium and collectible single malt brands.
- Positioned as an alternative asset investment platform offering portfolio diversification through non-correlated luxury commodity exposure.
Products & Services Overview
- Regulated investment access to premium Scotch whisky casks for institutional and high-net-worth investors seeking alternative asset diversification.
- Asset class: Physical single malt Scotch whisky casks and bottles stored in HMRC-approved bonded warehouses in Scotland.
- Investment thesis: Scarce supply, limited distillery releases, and rising global demand driving sustained price growth; Scotch whisky prices have increased approximately 385% over the last decade.
- Market opportunity: Global Scotch whisky market forecast to expand from USD 27 billion 2 years ago to USD 38 billion by next 7 years, with India as a major export market exceeding 220 million bottles.
- Non-correlated returns: Tangible luxury asset uncorrelated with equity and fixed income markets, enhancing portfolio diversification.
Assets Overview
The business does not own any assets at the moment.
Facilities Overview
The business is currently registered in Hamilton, Bermuda, with plans to move operations to either Scotland or London.
The management member representing the listing is currently based in India.
Capitalization Overview
The business is currently self-funded by the promoters, with the fund recently opened to accredited investors. There are five equal directors and no loans.
Recent Activity
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1 Investor contacted this Business this month. Register below to connect now!
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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