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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CALEDONIA US, LP

CRD 291463

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34b19b81-24ff-0c39-5696-5c857f2568bc

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 15
On other graphs: 0
Observed: Jan 30, 2018 to Mar 30, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.7BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 30
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 10
Private funds: 4Schedule D 7.B(1)
SEC number: 801-112541
CRD: 291463
Filings on the tape: 19
First filed: Jan 30, 2018
Latest filed: Mar 30, 2026
Organised: Limited Partnership, DE
Website: caledoniafund.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CALEDONIA MASTER FUND LTD.	Hedge Fund	$3.6B	Feb 22, 2024	105	Jan 30, 2015	reported	021-292467
CALEDONIA CO-INVEST MASTER FUND LP	Hedge Fund	$1.3B	Feb 22, 2024	72	Sep 28, 2017	reported	021-325569
CALEDONIA CONCENTRATED FUND LP	Hedge Fund	$104M	Feb 22, 2024	2	Aug 24, 2018	reported	021-312128
CALEDONIA GEM FUND L.P.	Hedge Fund	$97.0M	Mar 29, 2022	2	Aug 24, 2018	dropped	021-320260
CALEDONIA AGGREGATED FUND L.P.	Hedge Fund	$19.4M	Feb 22, 2024	1	Mar 30, 2021	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALFRED GLOBAL HOLDINGS PTY LIMITED AS TRUSTEE FOR MESSARA FAMILY TRUST	LIMITED PARTNER	D	yes	07/2020	Jan 30, 2018	Feb 22, 2024
CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED	SOLE MEMBER	E	yes	10/2017	Jan 30, 2018	Feb 22, 2024
CALEDONIA US GP, LLC	GENERAL PARTNER	Na	yes	10/2017	Jan 30, 2018	Feb 22, 2024
EASTER, NATHAN, EDWARD	CHIEF FINANCIAL OFFICER	Na	yes	08/2019	Aug 1, 2019	Feb 22, 2024
MANDERRAH PTY LIMITED AS TRUSTEE FOR GJJ FAMILY TRUST	LIMITED PARTNER	D	yes	07/2020	Jan 30, 2018	Feb 22, 2024
MESSARA, MICHAEL, JOHN	CO-CHIEF INVESTMENT OFFICER	Na	yes	10/2017	Jan 30, 2018	Feb 22, 2024
MOSES, MATTHEW, NMN	GENERAL COUNSEL	Na	yes	10/2017	Jan 30, 2018	Feb 22, 2024
SCULLY, DAVID, BRINTON	VICE CHAIRMAN	Na	yes	10/2017	Jan 30, 2018	Feb 22, 2024
SILVERSTEIN, ROBERT, JASON	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 23, 2024	Feb 22, 2024
VICARS, JAMES, WILLIAM	CO-CHIEF INVESTMENT OFFICER	Na	yes	10/2017	Jan 30, 2018	Feb 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED	n/a	Mixed wealth	$10B	N	yes	n/a
CALEDONIA CO-INVEST GP, LLC	n/a	n/a	n/a	N	no	n/a
CALEDONIA GP, LLC	n/a	n/a	n/a	N	no	n/a
CALEDONIA US GP LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sydney	n/a	Australia	7	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$3.7B	$3.7B	30	10	1	4	n/a
2024	Mar 17, 2025	$5.3B	$5.3B	31	10	1	4	n/a
2023	Feb 22, 2024	$5.0B	$5.0B	31	10	1	4	$5.0B
2022	Mar 28, 2023	$4.2B	$4.2B	33	11	1	4	$4.2B
2021	Mar 29, 2022	$5.2B	$5.2B	34	12	1	5	$5.2B
2020	Mar 30, 2021	$7.0B	$7.0B	31	12	1	5	$7.0B
2019	Mar 27, 2020	$3.8B	$3.8B	30	11	1	4	$3.8B
2018	Mar 27, 2019	$2.5B	$2.5B	33	12	1	4	$2.5B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.7B	$5.3B	-30.6%	$4.2B	-4.2%	30	31	1	1

Relationships

Affiliated with (2)

→ CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV

Advises (5)

→ CALEDONIA AGGREGATED FUND L.P.Private fundHedge Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ CALEDONIA MASTER FUND LTD.Private fundHedge Fund, IA
Jan 30, 2015 to presentfactForm ADV
→ CALEDONIA CONCENTRATED FUND LPPrivate fundHedge Fund, IA
Aug 24, 2018 to presentfactForm ADV
→ CALEDONIA CO-INVEST MASTER FUND LPPrivate fundHedge Fund, IA
Sep 28, 2017 to presentfactForm ADV
→ CALEDONIA GEM FUND L.P.Private fundHedge Fund, IA, no longer reported
Aug 24, 2018 to Mar 29, 2022factForm ADV

Controls (10)

← CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITEDOwnerSOLE MEMBER, ownership code E, foreign entity
Jan 30, 2018 to Feb 22, 2024factForm ADV
← SCULLY, DAVID, BRINTONOwnerVICE CHAIRMAN, ownership code NA, individual
Jan 30, 2018 to Feb 22, 2024factForm ADV
← EASTER, NATHAN, EDWARDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 1, 2019 to Feb 22, 2024factForm ADV
← SILVERSTEIN, ROBERT, JASONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 23, 2024 to Feb 22, 2024factForm ADV
← VICARS, JAMES, WILLIAMOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 30, 2018 to Feb 22, 2024factForm ADV
← MESSARA, MICHAEL, JOHNOwnerCO-CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 30, 2018 to Feb 22, 2024factForm ADV
← MOSES, MATTHEW, NMNOwnerGENERAL COUNSEL, ownership code NA, individual
Jan 30, 2018 to Feb 22, 2024factForm ADV
← ALFRED GLOBAL HOLDINGS PTY LIMITED AS TRUSTEE FOR MESSARA FAMILY TRUSTOwnerLIMITED PARTNER, ownership code D, foreign entity
Jan 30, 2018 to Feb 22, 2024factForm ADV
← CALEDONIA US GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jan 30, 2018 to Feb 22, 2024factForm ADV
← MANDERRAH PTY LIMITED AS TRUSTEE FOR GJJ FAMILY TRUSTOwnerLIMITED PARTNER, ownership code D, foreign entity
Jan 30, 2018 to Feb 22, 2024factForm ADV

Dated events

Occurred
Jan 23, 2024
Control person joined
Jason Robert Silverstein (Chief Compliance Officer) appeared on Schedule A of Caledonia Us, Lp
Form ADVobserved 6 days ago
Occurred
Jan 23, 2024
Control person left
Alexander Mark Nelson (Chairman) no longer on Schedule A of Caledonia Us, Lp (listed 2023-08-25, absent 2024-01-23)
Form ADVobserved 6 days ago
Occurred
Aug 25, 2023
Control person left
Nicole Heather Hilgers (Chief Compliance Officer) no longer on Schedule A of Caledonia Us, Lp (listed 2023-03-28, absent 2023-08-25)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
Caledonia Us, Lp reported RAUM $5.2B, down 25% from $7.0B (2021-09-24 to 2022-03-29)
Form ADVobserved 6 days ago
$-1.7B
Occurred
Mar 30, 2021
Regulatory AUM changed
Caledonia Us, Lp reported RAUM $7.0B, up 82% from $3.8B (2020-09-28 to 2021-03-30)
Form ADVobserved 6 days ago
$3.1B
Occurred
Sep 28, 2020
Control person left
David Ian Darling (Shareholder) no longer on Schedule A of Caledonia Us, Lp (listed 2020-03-27, absent 2020-09-28)
Form ADVobserved 6 days ago
Occurred
Sep 28, 2020
Control person left
Gordon Michael Darling (Shareholder) no longer on Schedule A of Caledonia Us, Lp (listed 2020-03-27, absent 2020-09-28)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Caledonia Us, Lp reported RAUM $3.8B, up 53% from $2.5B (2019-09-26 to 2020-03-27)
Form ADVobserved 6 days ago
$1.3B
Occurred
Aug 1, 2019
Control person left
David Bernard Stanton (Director) no longer on Schedule A of Caledonia Us, Lp (listed 2019-03-27, absent 2019-08-01)
Form ADVobserved 6 days ago
Occurred
Aug 1, 2019
Control person left
Anthony Luke Stevens (Chief Financial Officer) no longer on Schedule A of Caledonia Us, Lp (listed 2019-03-27, absent 2019-08-01)
Form ADVobserved 6 days ago
Occurred
Aug 1, 2019
Control person joined
Edward Nathan Easter (Chief Financial Officer) appeared on Schedule A of Caledonia Us, Lp
Form ADVobserved 6 days ago
Occurred
Mar 27, 2019
Regulatory AUM changed
Caledonia Us, Lp reported RAUM $2.5B, up 220% from $781.1M (2018-08-24 to 2019-03-27)
Form ADVobserved 6 days ago
$1.7B
Occurred
Mar 27, 2019
Control person joined
Nicole Heather Hilgers (Chief Compliance Officer) appeared on Schedule A of Caledonia Us, Lp
Form ADVobserved 6 days ago
Occurred
Jan 30, 2018
Succession filed (Item 4)
Caledonia Us, Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jan 30, 2018
First Form ADV filing
Caledonia Us, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34b19b81-24ff-0c39-5696-5c857f2568bc
First observed: Jan 30, 2018
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALEDONIA US, LP

CRD 291463

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34b19b81-24ff-0c39-5696-5c857f2568bc

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CALEDONIA MASTER FUND LTD.

Hedge Fund

$3.6B

Feb 22, 2024

105

Jan 30, 2015

reported

021-292467

CALEDONIA CO-INVEST MASTER FUND LP

Hedge Fund

$1.3B

Feb 22, 2024

Sep 28, 2017

reported

021-325569

CALEDONIA CONCENTRATED FUND LP

Hedge Fund

$104M

Feb 22, 2024

Aug 24, 2018

reported

021-312128

CALEDONIA GEM FUND L.P.

Hedge Fund

$97.0M

Mar 29, 2022

Aug 24, 2018

dropped

021-320260

CALEDONIA AGGREGATED FUND L.P.

Hedge Fund

$19.4M

Feb 22, 2024

Mar 30, 2021

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALFRED GLOBAL HOLDINGS PTY LIMITED AS TRUSTEE FOR MESSARA FAMILY TRUST

LIMITED PARTNER

yes

07/2020

Jan 30, 2018

Feb 22, 2024

CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

SOLE MEMBER

yes

10/2017

Jan 30, 2018

Feb 22, 2024

CALEDONIA US GP, LLC

GENERAL PARTNER

yes

10/2017

Jan 30, 2018

Feb 22, 2024

EASTER, NATHAN, EDWARD

CHIEF FINANCIAL OFFICER

yes

08/2019

Aug 1, 2019

Feb 22, 2024

MANDERRAH PTY LIMITED AS TRUSTEE FOR GJJ FAMILY TRUST

LIMITED PARTNER

yes

07/2020

Jan 30, 2018

Feb 22, 2024

MESSARA, MICHAEL, JOHN

CO-CHIEF INVESTMENT OFFICER

yes

10/2017

Jan 30, 2018

Feb 22, 2024

MOSES, MATTHEW, NMN

GENERAL COUNSEL

yes

10/2017

Jan 30, 2018

Feb 22, 2024

SCULLY, DAVID, BRINTON

VICE CHAIRMAN

yes

10/2017

Jan 30, 2018

Feb 22, 2024

SILVERSTEIN, ROBERT, JASON

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 23, 2024

Feb 22, 2024

VICARS, JAMES, WILLIAM

CO-CHIEF INVESTMENT OFFICER

yes

10/2017

Jan 30, 2018

Feb 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

n/a

Mixed wealth

$10B

yes

n/a

CALEDONIA CO-INVEST GP, LLC

n/a

CALEDONIA GP, LLC

n/a

CALEDONIA US GP LLC

n/a

City

State

Country

Employees

Also broker-dealer

Sydney

n/a

Australia

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.7B

n/a

2024

Mar 17, 2025

$5.3B

n/a

2023

Feb 22, 2024

$5.0B

2022

Mar 28, 2023

$4.2B

2021

Mar 29, 2022

$5.2B

2020

Mar 30, 2021

$7.0B

2019

Mar 27, 2020

$3.8B

2018

Mar 27, 2019

$2.5B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.7B

$5.3B

-30.6%

$4.2B

-4.2%