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 operating as a hedge fund manager that registered with the SEC in 2018. The firm serves institutional clients and engages in portfolio management for pooled investment vehicles and for businesses or institutions. It also acts as a CPO/CTA and is involved as a sponsor/GP and other investment-adviser roles for pooled structures. The firm charges management fees based on a percentage of assets under management and collects performance-based fees on its strategies. Caledonia US identifies as an active ESG investor, indicating ESG considerations are applied across its investment process. It is structured to manage its own pooled vehicles rather than primarily operating as an external capital allocator.
Assets & Accounts
Investments & Alternatives
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 3
James Vicars
Co-Chief Investment OfficerCRD 6314331
Michael Messara
Co-Chief Investment OfficerCRD 6314332

Nathan Easter
Chief Financial OfficerCRD 5682948
Contacts
2 of 2
Matthew 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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