Caledonia (private) Investments Pty Limited
● SEC registered since 2014CRD 161331SEC# 801-79576Sydney
Reg. AUM
$5.25B
Employees
26
Accounts
42
Location
Sydney
About Caledonia (private) Investments Pty Limited
Caledonia is a global investment management firm focused on high absolute returns over the long term through fundamental, high-conviction investing. It manages both long/short equity and long-only strategies refined over decades of research-driven practice.
Summary based on the firm’s website.
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 $5.3 billion in regulatory assets under management and employs 26 people.
Caledonia (private) Investments Pty Limited owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caledonia Holdings Co Pty Limited Control | Sole Owner | Over 75% | 2020 |
| David Brinton Scully Control | Vice Chairman | Under 5% | 2016 |
| James William Vicars Control | Co-Chief Investment Officer | Under 5% | 2016 |
| Matthew Nmn Moses Control | General Counsel And Chief Compliance Officer | Under 5% | 2015 |
| Michael John Messara Control | Co-Chief Investment Officer | Under 5% | 2011 |
| Nathan Edward Easter Control | Chief Financial Officer | Under 5% | 2019 |
| James William Vicars Control | Director | — | 2020 |
| Manderrah Pty Limited As Trustee for Gjj Family Trust Control | Shareholder | Over 75% | 2020 |
| Matthew Nmn Moses Control | Director | — | 2020 |
Frequently asked questions
How much does Caledonia (private) Investments Pty Limited manage?
Caledonia (private) Investments Pty Limited reports $5.3 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 26 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
| Address | Level 10, 131 MacQuarie Street, Sydney 2000 |
| Phone | 011-612-92557600 |
| Fax | 011-612-92557610 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | HQ |
| CIK | 1352924 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.25B▼ 38%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,389 advisers
EmployeesTop 20%
More than 80% of 16,799 advisers
Assets under management
$5.25Bregulatory AUM
Discretionary $4.78BNon-discretionary $465.3M