Caledonia (Private) Investments Us, LLC is a large advisory firm based in New York. It manages $407 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.
Caledonia (Private) Investments Us provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Caledonia (Private) Investments Us, LLC is $407 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Caledonia (Private) Investments Us, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Alexander Nelson has been acting as President since 1 Sep 2016. David Brinton Scully joined the executive team most recently as the Vice Chairman.
The principal office where Caledonia (Private) Investments Us, LLC performs its advisory services is located at 650 Madison Avenue,, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 347-287-3760 or by fax 347-287-3768. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at caledoniafund.com.