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CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

CRD 161331 · SEC 801-79576

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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

TypeClientsAUM
High net worth individuals29$2.64B
Pooled investment vehicles12$7.46B

States served

NY

All web addresses on file

Official SEC filing: View on IAPD