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James Vicars, portrait

James Vicars

Co-Chief Investment Officer at Caledonia (Private) Investments Pty Limited

Firm officerUpdated

James Vicars has been Co-Chief Investment Officer of Caledonia (Private) Investments Pty Limited, a Sydney, Australia investment adviser managing $5.25B, since January 2016.

10
Years in role
$5.25B
Firm AUM
42
Firm clients
9
Firm advisers

From Form ADV filed 28 September 2026Form ADV

Career

James Vicars is a control person of Caledonia (Private) Investments Pty Limited and directly owns under 5% of it. James Vicars holds a Bachelor of Arts in Economics from the University of Sydney.

Caledonia (Private) Investments Pty Limited is an investment adviser based in Sydney, Australia, registered with the SEC since 2014. It provides investment management. Its clients include pooled investment vehicles and high-net-worth individuals. Its regulatory assets under management total $5.25 billion, as filed on 28 September 2026. Its fees, ownership and offices are on the firm’s profile.

Will Vicars is Co-Chief Investment Officer of Caledonia and sits on the Board of Directors of Caledonia (Private) Investments Pty Limited. Vicars joined Caledonia in 1998 when the firm began offering its private investment management services to external clients. Before joining Caledonia, Vicars worked as a Senior Portfolio Manager at NRMA Investments and a Portfolio Manager at Bankers Trust in Sydney.

Key facts

CRD
6314331
Role
Co-Chief Investment Officer
In role since
January 2016 · 10 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Sydney, Australia
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does James Vicars work?

James Vicars has been Co-Chief Investment Officer of Caledonia (Private) Investments Pty Limited since January 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 September 2026

How can I verify James Vicars’ record?

James Vicars’ role is listed on Caledonia (Private) Investments Pty Limited’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 161331.

Source: Form ADV, Schedule A, filed 28 September 2026

Leadership at Caledonia (Private) Investments Pty Limited

Sources

  1. IAPD individual lookup, CRD 6314331, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Caledonia (Private) Investments Pty Limited, filed 28 September 2026. Title, control and ownership bands.
  3. Caledonia (Private) Investments Pty Limited team page. Biography, education, credentials, awards and the portrait, reproduced for identification.