CALEDONIA US, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 291463
- Registered since
- January 1, 2018
- Website
- www.caledonia.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4ROBERT SILVERSTEIN
Chief Compliance OfficerCRD 6007274
MICHAEL MESSARA
Co-Chief Investment OfficerCRD 6314332
JAMES VICARS
Co-Chief Investment OfficerCRD 6314331
Contacts
2 of 2MATTHEW MOSES
General PartnerCRD 6860795
DAVID SCULLY
Vice ChairmanCRD 1993892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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