Caledonia (Private) Investments Pty Limited

RIASEC RegisteredEst. 2014

Total AUM

$10.2B

Discretionary

$9.3B

91% of AUM

Avg account

$244M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney,
CRD number: 161331
Registered since: April 11, 2014
Website: www.caledonia.com.au
Custodians: GOLDMAN SACHS & CO. LLC, UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC., CITIGROUP GLOBAL MARKETS INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles72.96%
HNWI25.83%
Other1.21%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Caledonia (Private) Investments Pty Limited is an institutional registered investment adviser that appears to operate as a foreign-owned entity. The firm has been SEC-registered since 2014 and serves both high-net-worth individuals and institutional clients. Its advisory mandate covers discretionary and non-discretionary portfolio management across individual accounts, pooled investment vehicles and institutional/business mandates. The firm charges a blend of percentage-of-AUM and performance-based fees, and identifies as an active ESG investor. It also lists roles that suggest involvement beyond advisory-only activity—acting as an investment adviser and sponsor, and participating as a general partner or managing member of pooled vehicles—while not positioning itself as a capital allocator to external managers.