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CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

SYDNEY, Australia · CRD 161331 · IAPD ↗ · caledoniafund.com · 011-612-92557600

$5.25BRegulatory AUM
9Advisory reps
26Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
October 2026 — CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED reported RAUM down 49% ($10.23B -> $5.25B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
1
October 2024 — CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED changed its website from caledonia.com.au to caledoniafund.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
October 2024 — CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.