Caledonia (private) Investments Pty Limited
● SEC registered since 2014CRD 161331SEC# 801-79576Sydney
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.
Caledonia (private) Investments Pty Limited owners & executives
12 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 | Under 5% | 2015 |
| Michael John Messara Control | Co-Chief Investment Officer | Under 5% | 2011 |
| Nathan Edward Easter Control | Chief Financial Officer | Under 5% | 2019 |
| Robert Jason Silverstein Control | Chief Compliance Officer | Under 5% | 2024 |
| Alfred Global Holdings Pty Limited As Trustee of the Messara Family Trust Control | Shareholder Of Class B Shares | Over 75% | 2020 |
| James William Vicars Control | Director | — | 2020 |
| Manderrah Pty Limited As Trustee for Gjj Family Trust Control | Shareholder Of Class A Shares | Over 75% | 2020 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| 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
$10.23B▲ 20%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,306 advisers
EmployeesTop 19%
More than 81% of 16,824 advisers
Assets under management
$10.23Bregulatory AUM
Discretionary $9.32BNon-discretionary $909.1M