PPrivate Fund Data Log in Join · $37/mo

Caledonia (private) Investments Pty Limited

● SEC registered since 2014CRD 161331SEC# 801-79576Sydney
Export (members)
Reg. AUM
$10.23B
Employees
28
Accounts
42
Location
Sydney

Caledonia (private) Investments Pty Limited assets under management

Caledonia (private) Investments Pty Limited is a registered investment adviser overseen by the SEC based in Sydney. The firm has been registered since 2014. It reports $10.2 billion in regulatory assets under management and employs 28 people.
www.caledoniafund.comView on SEC.gov ↗

Caledonia (private) Investments Pty Limited owners & executives

12 reported
NameTitleOwnershipSince
Caledonia Holdings Co Pty Limited ControlSole OwnerOver 75%2020
David Brinton Scully ControlVice ChairmanUnder 5%2016
James William Vicars ControlCo-Chief Investment OfficerUnder 5%2016
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Caledonia (private) Investments Pty Limited manage?

Caledonia (private) Investments Pty Limited reports $10.2 billion in regulatory assets under management on its Form ADV.

How many employees does Caledonia (private) Investments Pty Limited have?

Caledonia (private) Investments Pty Limited reports 28 employees.

Where is Caledonia (private) Investments Pty Limited located?

Caledonia (private) Investments Pty Limited is based in Sydney and has been SEC-registered since 2014.

Does Caledonia (private) Investments Pty Limited disclose fund performance?

Caledonia (private) Investments Pty Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLevel 10, 131 MacQuarie Street, Sydney 2000
Phone011-612-92557600
Fax011-612-92557610
Office hours8:30 a.m. To 5:30 p.m.
SEC regionHQ
CIK1352924
Discloses disciplinary historyNo

Assets under management

Discretionary$9.32B
Non-discretionary$909.1M
Total (RAUM)$10.23B