Caledonia (Private) Investments Us, LLC (New York)

Name: Caledonia (Private) Investments Us, LLC
Address: 650 Madison Avenue,, New York, NY, 10022
Telephone: 347-287-3760

Caledonia (Private) Investments Us, LLC is a large advisory firm based in New York. It manages $407 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.

Caledonia (Private) Investments Us provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Caledonia (Private) Investments Us: assets under management

The assets under management (AUM) of Caledonia (Private) Investments Us, LLC is $407 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $407 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caledonia (Private) Investments Us, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Caledonia (Private) Investments Us, LLC

Mark Alexander Nelson has been acting as President since 1 Sep 2016. David Brinton Scully joined the executive team most recently as the Vice Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael John Messara	Co-chief investment officer	1 Sep 2011	Other	6314332
Caledonia (Private) Investments Pty Limited	Sole member	1 Apr 2014	75% - 100%	161331
Luke Anthony Stevens	Chief financial officer	1 Apr 2014	Other	6314333
Bernard David Stanton	Chief compliance officer	1 Apr 2014	Other	6314328
Matthew Moses	General counsel	1 Jul 2015	Other	6860795
James William Vicars	Co-chief investment officer	1 Jan 2016	Other	6314331
Mark Alexander Nelson	Chairman	1 Sep 2016	Other	6314329
David Brinton Scully	Vice chairman	1 Oct 2016	Other	1993892

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Gordon Darling	Shareholder	1 Oct 2013	25% - 50%	6319527
Ian David Darling	Shareholder	1 Oct 2013	25% - 50%	6319528
Mark Alexander Nelson	Shareholder	1 Oct 2013	25% - 50%	6314329
James William Vicars	Shareholder	1 Oct 2013	25% - 50%	6314331

Based in New York

The principal office where Caledonia (Private) Investments Us, LLC performs its advisory services is located at 650 Madison Avenue,, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 347-287-3760 or by fax 347-287-3768. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at caledoniafund.com.