Caledonia (Private) Investments Pty Limited

RIASEC Registered

Total AUM

$5.3B

Discretionary

$4.8B

91% of AUM

Avg account

$125M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney,
CRD number: 161331
Registered since: April 11, 2014
Website: www.caledonia.com.au
Custodians: UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC, CITIGROUP GLOBAL MARKETS INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles68.9%
HNWI31.1%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Caledonia (Private) Investments Pty Limited is organized as a private limited entity and is registered with the SEC (registered in 2014). The firm is classified as an institutional RIA serving both high-net-worth individuals and institutional clients. Its advisory scope covers portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional clients. Fee arrangements include a standard percentage-of-AUM component and performance-based fees. The firm identifies as an active ESG investor and does not position itself primarily as a capital allocator.