CALEDONIA US, LP

RIASEC RegisteredEst. 2018
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$366M
Accounts
10
Employees
30
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
291463
Registered since
January 1, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Caledonia US, LP is a limited partnership that operates as an institutional hedge fund manager and commodity pool/CTA. The firm runs pooled investment vehicles and provides portfolio management for businesses and institutions, charging a blend of asset-based management fees and performance-based compensation. Caledonia takes an active approach to ESG integration across its strategies and positions itself to source both liquid and less-liquid exposures through managed funds and sponsor roles in pooled vehicles. The firm’s organizational role extends beyond running funds: it sponsors and serves as general partner or managing member of pooled vehicles and works with a mix of domestic and foreign entities as well as individual investors. Caledonia’s mandate targets institutional allocations and is structured to combine hedging, opportunistic trading and allocative decisions across multiple alternative investment types.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • ROBERT SILVERSTEIN

    Chief Compliance OfficerCRD 6007274

  • MICHAEL MESSARA

    Co-Chief Investment OfficerCRD 6314332

  • JAMES VICARS

    Co-Chief Investment OfficerCRD 6314331

Unlock 1 more executives

Contacts

2 of 2
  • MATTHEW MOSES

    General PartnerCRD 6860795

  • DAVID SCULLY

    Vice ChairmanCRD 1993892

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1133 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth