RIA Intel›Advisers›CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

Advisory

N·SYDNEY

Data as of Sep 30, 2025 · Source: SEC Form ADV

Total AUM
$10.2B
1-Year AUM Growth
+20.2%
3-Year CAGR
+8.7%
Employees
9
Assets Under Management
Total AUM$10.2B
Discretionary AUM$9.3B
Non-Discretionary AUM$909M
Discretionary %91.1%
Total Clients42
Team
Total Employees9
Investment Advisers28
Employee Growth (1Y)-23.1%
Filing History
Total Filings on Record24
First FilingApr 2, 2014
Latest FilingSep 30, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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