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CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED
CRD 161331 · SEC 801-79576
LEVEL 10, 131 MACQUARIE STREET, SYDNEY, NY, 2000, Australia
Phone
011-612-92557600
Fax
011-612-92557610
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.23B
Discretionary AUM
$9.32B
Team
28 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Other (specify)
Filing date
2025-09-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $2.64B |
| Pooled investment vehicles | 12 | $7.46B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD