The CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED is a privately held investment adviser that advises $13.77Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 25.88% over the last 5-years.
The Group has been registered with the SEC for 12.31 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at LEVEL 10 131 MACQUARIE STREET, SYDNEY, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 58 employees comprised of 19 investment and 39 non-investment staff. The total number of Employees increased by 87.1% over the last 5-years.
Their $13.77Bn in assets advised are owned by 22 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $11.12Bn or 80.81% of Total Assets and High Net Worth Individuals own $2.64Bn or 19.19% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 10 Prime Brokers, 10 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.