Caledonia (Private) Investments is an investment advisor that manages investments for pooled investment vehicles and separately managed accounts, focusing on achieving high returns through a long/short strategy primarily in global corporate equity securities. Caledonia does not tailor advisory services to the individual needs of Clients. The firm's investment program is speculative and entails substantial risks.
Assets Under Management$10B
Clients42
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Caledonia charges a management fee and a performance fee. The management fee ranges from 0.5% to 1.5% per year, calculated and payable monthly. The performance fee ranges from 5% to 20% of net realized and unrealized income and gains, calculated and payable annually.
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