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 a foreign-owned advisory firm registered with the SEC in 2014 that serves both individual/family and institutional clients. The firm provides discretionary and non-discretionary portfolio management across individuals/small businesses, pooled investment vehicles, and institutional clients. Its compensation combines a percentage-of-AUM model with performance-based fees. Caledonia identifies as an active ESG investor and is classified as an Other-type organization with some roles as an adviser, sponsor and managing member of pooled vehicles.