Caledonia (private) Investments Pty Limited

Caledonia (private) Investments Pty Limited (CRD# 161331) is a financial advisory firm headquartered in Sydney, . They manage $2,160,990,800 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,161
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $72,033,027
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Caledonia (private) Investments Pty Limited
No Advisor Found.
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