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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$407MItem 5.F on the latest filing (2017-09-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$407M

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

9

Advisory employees

5

Accounts

3

Private funds

2Schedule D 7.B(1)

Private fund GAV

$335Mgross asset value as reported per fund; never fund size

SEC number

801-111943

CRD

290122

Filings on the tape

2

First filed

Sep 28, 2017

Latest filed

Sep 28, 2017

Organised

Limited Liability Company, Delaware

• Occurred

  Sep 28, 2017
  First Form ADV filing

  Caledonia (Private) Investments Us, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ceb83d0-ecfe-bd22-698d-c7e338d1bfdd

First observed

Sep 28, 2017

Last observed

Sep 28, 2017 109 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.