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CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED
CRD 161331File 801-79576
APPROVED
Retail clients
Custody
Filing as of Sep 26, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$10.23B
Top 10% of cohort (national)
Discretionary AUM
$9.32B
Non-discretionary $909.1M
Clients
41
42 accounts
Employees
28
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 11, 2014
- Principal office
- LEVEL 10, 131 MACQUARIE STREET, SYDNEY, 2000
- Phone
- 011-612-92557600
- Website
- HTTP://WWW.CALEDONIAFUND.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.23B
- Discretionary AUM
- $9.32B
- Non-discretionary AUM
- $909.1M
- Discretionary accounts
- 38
- Non-discretionary accounts
- 4
- Total accounts
- 42
- AUM per client
- $249.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 29 | $2.64B |
| Pooled investment vehicles | 12 | $7.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 42 | 41 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.