← Directory
CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED
CRD 161331File 801-79576
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.25B
Top 25% of cohort (national)
Discretionary AUM
$4.78B
Non-discretionary $465.3M
Clients
42
42 accounts
Employees
26
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.CALEDONIA.COM.AU
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.25B
- Discretionary AUM
- $4.78B
- Non-discretionary AUM
- $465.3M
- Discretionary accounts
- 39
- Non-discretionary accounts
- 3
- Total accounts
- 42
- AUM per client
- $125.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $1.63B |
| Pooled investment vehicles | 14 | $3.62B |
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 42 | 41 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 30 | 28 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 44 | 42 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $8,510,629,369 | $10,231,282,154 | increased by$1,720,652,785 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 44 | 42 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 30 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 34 | 44 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,953,037,977 | $8,510,629,369 | increased by$557,591,392 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 44 | increased by5 |
| Oct 1, 2022 | Employees | 33 | 34 | increased by1 |
| Oct 1, 2022 | Clients | 33 | 34 | increased by1 |
| Oct 1, 2022 | AUM | $18,361,379,831 | $7,953,037,977 | decreased by$10,408,341,854 |
| Oct 1, 2022 | Accounts | 38 | 39 | increased by1 |
| Oct 1, 2021 | Employees | 31 | 33 | increased by2 |
| Oct 1, 2021 | Clients | 32 | 33 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALEDONIA (PRIVATE)” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALEDONIA (PRIVATE)” may also match similarly-named firms). Confirm identity against each filing.
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.