Caledonia US, LP

RIASEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$366M
Accounts
10
Employees
26
Advisory reps
5

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • James Vicars

    James Vicars

    Co-Chief Investment OfficerCRD 6314331

  • Michael Messara

    Co-Chief Investment OfficerCRD 6314332

  • Nathan Easter

    Nathan Easter

    Chief Financial OfficerCRD 5682948

Contacts

2 of 2
  • Matthew Moses

    Matthew Moses

    General PartnerCRD 6860795

  • David Scully

    David Scully

    Vice ChairmanCRD 1993892

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth