Caledonia US, LP manages investments for pooled investment vehicles and single investor funds, aiming for high returns through a long/short strategy primarily in global corporate equities. Caledonia focuses on smaller issuers and uses detailed financial modeling. 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$4.5B
Clients11
AdvisorsN/A
Avg. per Client$410M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Caledonia US, LP charges a management fee and a performance fee. The management fee ranges from 0.5% to 1.5% per year, calculated and paid monthly. The performance fee ranges from 5% to 20% of net realized and unrealized income and gains, calculated and paid annually. These fees are negotiable.
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