Caledonia US, LP
● SEC registered since 2018CRD 291463SEC# 801-112541New York, NY
Ranks #1,595 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$3.66B
Fund GAV
$3.66B
Private funds
4
Employees
26
Accounts
10
Location
New York, NY
About Caledonia US
Caledonia US is the U.S. presence of Caledonia, a global investment manager pursuing long-term absolute returns. It offers long/short and long-only equity strategies grounded in deep fundamental research and high-conviction positioning.
Summary based on the firm’s website.
Caledonia US, LP assets under management
Caledonia US, LP is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2018. It reports $3.7 billion in regulatory assets under management and employs 26 people. Caledonia US, LP manages 4 private funds with combined gross assets of $3.7 billion, including Caledonia Master Fund Ltd. By regulatory assets, it ranks 1,595 of 5,980 private fund managers.
Caledonia US, LP private funds
4 funds · $3.66B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Caledonia Master Fund Ltd. | Hedge | $2.57B | $25M |
| Caledonia Co-Invest Master Fund LP | Hedge | $956.8M | $25M |
| Caledonia Long Master Fund LP | Hedge | $106.7M | $25M |
| Caledonia Aggregated Fund L.P. | Hedge | $21.2M | $5M |
Caledonia US, LP owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caledonia US GP, LLC Control | General Partner | Under 5% | 2017 |
| David Brinton Scully Control | Vice Chairman | Under 5% | 2017 |
| James William Vicars Control | Co-Chief Investment Officer | Under 5% | 2017 |
| Manderrah Pty Limited As Trustee for Gjj Family Trust Control | Limited Partner | Over 75% | 2020 |
| Matthew Nmn Moses Control | General Counsel And Chief Compliance Officer | Under 5% | 2017 |
| Michael John Messara Control | Co-Chief Investment Officer | Under 5% | 2017 |
| Nathan Edward Easter Control | Chief Financial Officer | Under 5% | 2019 |
| Caledonia (private) Investments Pty Limited Control | Sole Member | Over 75% | 2017 |
Frequently asked questions
How much does Caledonia US, LP manage?
Caledonia US, LP reports $3.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Caledonia US, LP manage?
Caledonia US, LP manages 4 private funds with combined gross assets of $3.7 billion.
How many employees does Caledonia US, LP have?
Caledonia US, LP reports 26 employees.
Where is Caledonia US, LP located?
Caledonia US, LP is based in New York, NY and has been SEC-registered since 2018.
Does Caledonia US, LP disclose fund performance?
Caledonia US, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1133 Avenue of the Americas, Suite 2719, New York, NY 10036 |
| Phone | 1-347-287-3760 |
| Fax | 1-347-287-3768 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.66B▼ 27%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,389 advisers
AUM vs fund managersTop 27%
Larger than 73% of 5,980 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 20%
More than 80% of 16,799 advisers
Assets under management
$3.66Bregulatory AUM
Discretionary $3.66B
Service providers
Auditor
Prime broker
Custodian
Administrator