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Building 2CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

Map pinSYDNEY
Phone011-612-92557600
NotebookSEC #801-79576
Total AUM
$10.2B
Employees
28
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
LEVEL 10
131 MACQUARIE STREET
SYDNEY
2000
Australia
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
011-612-92557600
Other Offices
1

ReceiptFinancials

Total AUM
$10.2B
Accounts
42
Discretionary
$9.3B
Accounts
38
Non-Discretionary
$909.1M
Accounts
4

ContactClients

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HNW Individual Clients
29
AUM
$2.6B
Pooled Vehicle Clients
12
AUM
$7.5B
Investment Advisor Clients
1
AUM
$0
Other Clients
1
AUM
$123.9M
Description of Other Clients
ENDOWMENTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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