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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED

CRD 161331

SYDNEY

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:897c9ccc-d00d-a4e4-bbae-708f5d586c38

Data as of Sep 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 17
On other graphs: 0
Observed: Apr 2, 2014 to Sep 26, 2025
28 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: mixed wealth managerderivedprivate_client_share=0.26 fund_share=0.73 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $10BItem 5.F on the latest filing (2025-09-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.3B
Private client RAUM: $2.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 26%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 28
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 42
High net worth clients: 29
SEC number: 801-79576
CIK: 1352924
CRD: 161331
Filings on the tape: 28
First filed: Apr 2, 2014
Latest filed: Sep 26, 2025
Organised: Other (specify)
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 ICG LTD.	Hedge Fund	$151M	Sep 28, 2017	19	Sep 28, 2016	dropped	021-274572
BACK BAY FUND I, LTD.	Hedge Fund	$28.0M	May 9, 2017	1	Sep 29, 2015	dropped	n/a
BACK BAY FUND II, LTD.	Hedge Fund	$7.0M	May 9, 2017	1	Sep 29, 2015	dropped	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
CALEDONIA HOLDINGS CO PTY LIMITED	SOLE OWNER	E	yes	07/2020	Sep 26, 2025	Sep 26, 2025
MESSARA, MICHAEL, JOHN	CO-CHIEF INVESTMENT OFFICER	Na	yes	09/2011	Sep 26, 2025	Sep 26, 2025
MOSES, MATTHEW, NMN	GENERAL COUNSEL	Na	yes	07/2015	Sep 26, 2025	Sep 26, 2025
SCULLY, DAVID, BRINTON	VICE CHAIRMAN OFFICER	Na	yes	10/2016	Sep 26, 2025	Sep 26, 2025
SILVERSTEIN, ROBERT, JASON	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Sep 26, 2025	Sep 26, 2025
VICARS, JAMES, WILLIAM	CO-CHIEF INVESTMENT OFFICER	Na	yes	01/2016	Sep 26, 2025	Sep 26, 2025
ALFRED GLOBAL HOLDINGS PTY LIMITED AS TRUSTEE OF THE MESSARA FAMILY TRUST	SHAREHOLDER OF CLASS B SHARES	E	yes	07/2020	Sep 28, 2020	Sep 18, 2024
EASTER, NATHAN, EDWARD	CHIEF FINANCIAL OFFICER	Na	yes	08/2019	Aug 1, 2019	Sep 18, 2024
MANDERRAH PTY LIMITED AS TRUSTEE FOR GJJ FAMILY TRUST	SHAREHOLDER OF CLASS A SHARES	E	yes	07/2020	Sep 28, 2020	Sep 18, 2024
MESSARA, MICHAEL, JOHN	Director	F	yes	07/2020	Apr 2, 2014	Sep 18, 2024
MOSES, MATTHEW, NMN	Director	F	yes	07/2020	Sep 28, 2017	Sep 18, 2024
VICARS, JAMES, WILLIAM	Director	F	yes	07/2020	Apr 2, 2014	Sep 18, 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 US, LP	n/a	Asset manager	$3.7B	N	yes	n/a
ALFRED STREET NOMINEES PTY LIMITED	n/a	n/a	n/a	Y	yes	n/a
CALEDONIA CO-INVEST GP, LLC	n/a	n/a	n/a	Y	yes	n/a
CALEDONIA GP, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	3	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 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 6, 2025	$8.5B	$7.7B	30	10	1	n/a	n/a
2023	Aug 25, 2023	$11B	$10.0B	33	13	1	n/a	n/a
2022	Sep 28, 2022	$8.0B	$7.1B	34	13	1	n/a	n/a
2021	Sep 24, 2021	$18B	$16B	33	12	1	n/a	n/a
2020	Sep 28, 2020	$12B	$11B	31	12	1	n/a	n/a
2019	Sep 26, 2019	$9.1B	$8.4B	29	9	1	n/a	n/a
2018	Sep 27, 2018	$12B	$11B	32	9	1	n/a	n/a
2017	Sep 28, 2017	$6.9B	$6.4B	31	13	n/a	1	$151M
2016	Sep 28, 2016	$2.5B	$2.5B	27	10	n/a	4	$75.0M
2015	Sep 29, 2015	$2.2B	$2.2B	27	10	n/a	3	$48.0M
2014	Sep 29, 2014	$2.2B	$2.2B	24	10	n/a	n/a	n/a

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
2024	$10B	$11B	-7.1%	$18B	-17.7%	28	33	1	1

Relationships

Affiliated with (3)

← CALEDONIA US, LPRegistered adviserother investment adviser, common control
factForm ADV
→ CALEDONIA US, LPRegistered adviserother investment adviser, common control
factForm ADV
← CALEDONIA (PRIVATE) INVESTMENTS US, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (9)

← SCULLY, DAVID, BRINTONOwnerVICE CHAIRMAN, ownership code NA, individual
Sep 28, 2017 to Sep 18, 2024factForm ADV
← EASTER, NATHAN, EDWARDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 1, 2019 to Sep 18, 2024factForm ADV
← SILVERSTEIN, ROBERT, JASONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 23, 2024 to Sep 18, 2024factForm ADV
← VICARS, JAMES, WILLIAMOwnerDIRECTOR, ownership code F, individual
Apr 2, 2014 to Sep 18, 2024factForm ADV
← MESSARA, MICHAEL, JOHNOwnerDIRECTOR, ownership code F, individual
Apr 2, 2014 to Sep 18, 2024factForm ADV
← MOSES, MATTHEW, NMNOwnerDIRECTOR, ownership code F, individual
Sep 28, 2017 to Sep 18, 2024factForm ADV
← ALFRED GLOBAL HOLDINGS PTY LIMITED AS TRUSTEE OF THE MESSARA FAMILY TRUSTOwnerSHAREHOLDER OF CLASS B SHARES, ownership code E, foreign entity
Sep 28, 2020 to Sep 18, 2024factForm ADV
← CALEDONIA HOLDINGS CO PTY LIMITEDOwnerSOLE OWNER, ownership code E, foreign entity
Sep 28, 2020 to Sep 18, 2024factForm ADV
← MANDERRAH PTY LIMITED AS TRUSTEE FOR GJJ FAMILY TRUSTOwnerSHAREHOLDER OF CLASS A SHARES, ownership code E, foreign entity
Sep 28, 2020 to Sep 18, 2024factForm ADV

Advises (3)

→ CALEDONIA ICG LTD.Private fundHedge Fund, IA, no longer reported
Sep 28, 2016 to Sep 28, 2017factForm ADV
→ BACK BAY FUND I, LTD.Private fundHedge Fund, IA, no longer reported
Sep 29, 2015 to May 9, 2017factForm ADV
→ BACK BAY FUND II, LTD.Private fundHedge Fund, IA, no longer reported
Sep 29, 2015 to May 9, 2017factForm ADV

Dated events

Occurred
Jan 23, 2024
Control person joined
Jason Robert Silverstein (Chief Compliance Officer) appeared on Schedule A of Caledonia (Private) Investments Pty Limited
Form ADVobserved 4 days ago
Occurred
Jan 23, 2024
Control person left
Alexander Mark Nelson (Chairman) no longer on Schedule A of Caledonia (Private) Investments Pty Limited (listed 2023-08-25, absent 2024-01-23)
Form ADVobserved 4 days ago
Occurred
Aug 25, 2023
Regulatory AUM changed
Caledonia (Private) Investments Pty Limited reported RAUM $11.0B, up 38% from $8.0B (2023-03-28 to 2023-08-25)
Form ADVobserved 4 days ago
$3.1B
Occurred
Aug 25, 2023
Control person left
Nicole Heather Hilgers (Chief Compliance Officer) no longer on Schedule A of Caledonia (Private) Investments Pty Limited (listed 2023-03-28, absent 2023-08-25)
Form ADVobserved 4 days ago
Occurred
Sep 28, 2022
Regulatory AUM changed
Caledonia (Private) Investments Pty Limited reported RAUM $8.0B, down 57% from $18.4B (2022-03-29 to 2022-09-28)
Form ADVobserved 4 days ago
$-10.4B
Occurred
Sep 24, 2021
Regulatory AUM changed
Caledonia (Private) Investments Pty Limited reported RAUM $18.4B, up 55% from $11.8B (2021-03-31 to 2021-09-24)
Form ADVobserved 4 days ago
$6.5B
Occurred
Sep 28, 2020
Regulatory AUM changed
Caledonia (Private) Investments Pty Limited reported RAUM $11.8B, up 31% from $9.1B (2020-03-31 to 2020-09-28)
Form ADVobserved 4 days ago
$2.8B
Occurred
Sep 28, 2020
Control person left
David Ian Darling (Shareholder) no longer on Schedule A of Caledonia (Private) Investments Pty Limited (listed 2020-03-31, absent 2020-09-28)
Form ADVobserved 4 days ago
Occurred
Sep 28, 2020
Control person left
Gordon Michael Darling (Shareholder) no longer on Schedule A of Caledonia (Private) Investments Pty Limited (listed 2020-03-31, absent 2020-09-28)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2019
Regulatory AUM changed
Caledonia (Private) Investments Pty Limited reported RAUM $9.1B, down 25% from $12.1B (2019-08-01 to 2019-09-26)
Form ADVobserved 4 days ago
$-3.0B
Occurred
Aug 1, 2019
Control person left
Anthony Luke Stevens (Chief Financial Officer) no longer on Schedule A of Caledonia (Private) Investments Pty Limited (listed 2019-03-27, absent 2019-08-01)
Form ADVobserved 4 days ago
Occurred
Aug 1, 2019
Control person left
David Bernard Stanton (Director) no longer on Schedule A of Caledonia (Private) Investments Pty Limited (listed 2019-03-27, absent 2019-08-01)
Form ADVobserved 4 days ago
Occurred
Aug 1, 2019
Control person joined
Edward Nathan Easter (Chief Financial Officer) appeared on Schedule A of Caledonia (Private) Investments Pty Limited
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person joined
David Bernard Stanton (Director) appeared on Schedule A of Caledonia (Private) Investments Pty Limited
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person joined
Nicole Heather Hilgers (Chief Compliance Officer) appeared on Schedule A of Caledonia (Private) Investments Pty Limited
Form ADVobserved 4 days ago
Occurred
Sep 27, 2018
Regulatory AUM changed
Caledonia (Private) Investments Pty Limited reported RAUM $12.1B, up 74% from $6.9B (2017-09-28 to 2018-09-27)
Form ADVobserved 4 days ago
$5.2B
Occurred
Apr 2, 2014
First Form ADV filing
Caledonia (Private) Investments Pty Limited filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:897c9ccc-d00d-a4e4-bbae-708f5d586c38
First observed: Apr 2, 2014
Last observed: Sep 26, 2025 11 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 (PRIVATE) INVESTMENTS PTY LIMITED

CRD 161331

SYDNEY

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:897c9ccc-d00d-a4e4-bbae-708f5d586c38

Data as of Sep 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CALEDONIA ICG LTD.

Hedge Fund

$151M

Sep 28, 2017

Sep 28, 2016

dropped

021-274572

BACK BAY FUND I, LTD.

Hedge Fund

$28.0M

May 9, 2017

Sep 29, 2015

dropped

n/a

BACK BAY FUND II, LTD.

Hedge Fund

$7.0M

May 9, 2017

Sep 29, 2015

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALEDONIA HOLDINGS CO PTY LIMITED

SOLE OWNER

yes

07/2020

Sep 26, 2025

MESSARA, MICHAEL, JOHN

CO-CHIEF INVESTMENT OFFICER

yes

09/2011

Sep 26, 2025

MOSES, MATTHEW, NMN

GENERAL COUNSEL

yes

07/2015

Sep 26, 2025

SCULLY, DAVID, BRINTON

VICE CHAIRMAN OFFICER

yes

10/2016

Sep 26, 2025

SILVERSTEIN, ROBERT, JASON

CHIEF COMPLIANCE OFFICER

yes

01/2024

Sep 26, 2025

VICARS, JAMES, WILLIAM

CO-CHIEF INVESTMENT OFFICER

yes

01/2016

Sep 26, 2025

ALFRED GLOBAL HOLDINGS PTY LIMITED AS TRUSTEE OF THE MESSARA FAMILY TRUST

SHAREHOLDER OF CLASS B SHARES

yes

07/2020

Sep 28, 2020

Sep 18, 2024

EASTER, NATHAN, EDWARD

CHIEF FINANCIAL OFFICER

yes

08/2019

Aug 1, 2019

Sep 18, 2024

MANDERRAH PTY LIMITED AS TRUSTEE FOR GJJ FAMILY TRUST

SHAREHOLDER OF CLASS A SHARES

yes

07/2020

Sep 28, 2020

Sep 18, 2024

MESSARA, MICHAEL, JOHN

Director

yes

07/2020

Apr 2, 2014

Sep 18, 2024

MOSES, MATTHEW, NMN

Director

yes

07/2020

Sep 28, 2017

Sep 18, 2024

VICARS, JAMES, WILLIAM

Director

yes

07/2020

Apr 2, 2014

Sep 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CALEDONIA US, LP

n/a

Asset manager

$3.7B

yes

n/a

ALFRED STREET NOMINEES PTY LIMITED

n/a

yes

n/a

CALEDONIA CO-INVEST GP, LLC

n/a

yes

n/a

CALEDONIA GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 6, 2025

$8.5B

$7.7B

n/a

2023

Aug 25, 2023

$11B

$10.0B

n/a

2022

Sep 28, 2022

$8.0B

$7.1B

n/a

2021

Sep 24, 2021

$18B

$16B

n/a

2020

Sep 28, 2020

$12B

$11B

n/a

2019

Sep 26, 2019

$9.1B

$8.4B

n/a

2018

Sep 27, 2018

$12B

$11B

n/a

2017

Sep 28, 2017

$6.9B

$6.4B

n/a

$151M

2016

Sep 28, 2016

$2.5B

n/a

$75.0M

2015

Sep 29, 2015

$2.2B

n/a

$48.0M

2014

Sep 29, 2014

$2.2B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$10B

$11B

-7.1%

$18B

-17.7%