Caledonia Us, Lp
- Regulatory AUM
- $3.7B
- Discretionary
- $3.7B
- Clients
- 10
- Avg AUM / client
- $366M
- Accounts
- 10
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $3.7B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $5.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Caledonia Master Fund Ltd. master | Hedge Fund | Cayman Islands | $3.6B | 105 |
| Caledonia Co Invest Master Fund Lp master | Hedge Fund | Cayman Islands | $1.3B | 72 |
| Caledonia Concentrated Fund Lp | Hedge Fund | Cayman Islands | $104M | 2 |
| Caledonia Aggregated Fund L.P. | Hedge Fund | Delaware | $19.4M | 1 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Messara, Michael, John | Co Chief Investment Officer | Oct 2017 (9y) | Less than 5% | |
| Moses, Matthew, Nmn | General Counsel | Oct 2017 (9y) | Less than 5% | |
| Scully, David, Brinton | Vice Chairman | Oct 2017 (9y) | Less than 5% | |
| Vicars, James, William | Co Chief Investment Officer | Oct 2017 (9y) | Less than 5% | |
| Easter, Nathan, Edward | Chief Financial Officer | Aug 2019 (7y) | Less than 5% | |
| Silverstein, Robert, Jason | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Manderrah Pty Limited As Trustee For Gjj Family Trust | Limited Partner | Jul 2020 | A | 50% – 75% |
| Alfred Global Holdings Pty Limited As Trustee For Messara Family Trust | Limited Partner | Jul 2020 | A | 50% – 75% |
| Caledonia Us Gp, Llc | General Partner | Oct 2017 | A | Less than 5% |
| Caledonia (Private) Investments Pty Limited | Sole Member | Oct 2017 | B | ≈ 0% – 5% via Caledonia Us Gp, Llc |
Estimated effective ownership (look-through of filed bands):
- Caledonia (Private) Investments Pty Limited: 75% – 100% of Caledonia Us Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $5.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Caledonia Master Fund Ltd. | Hedge Fund | $3.6B | $25.0M | 105 |
| Caledonia Co Invest Master Fund Lp | Hedge Fund | $1.3B | $25.0M | 72 |
| Caledonia Concentrated Fund Lp | Hedge Fund | $104M | $25.0M | 2 |
| Caledonia Aggregated Fund L.P. | Hedge Fund | $19.4M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗