{"url":"https://nivawealth.com/firms/caledonia-private-investments-pty-limited-161331","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161331","regulatoryAum":5250042809,"crd":"161331","history":[{"filedOn":"2021-03-31","regulatoryAum":11837622028,"clients":32,"employees":31,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":18361379831,"clients":33,"employees":33,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":7953037977,"clients":34,"employees":34,"offices":2},{"filedOn":"2024-01-23","regulatoryAum":11011523644,"clients":46,"employees":33,"offices":2},{"filedOn":"2025-01-06","regulatoryAum":8510629369,"clients":44,"employees":30,"offices":2},{"filedOn":"2025-09-26","regulatoryAum":10231282154,"clients":42,"employees":28,"offices":2},{"filedOn":"2026-09-28","regulatoryAum":5250042809,"clients":42,"employees":26,"offices":2}],"secFileNumber":"801-79576","legalName":"Caledonia (Private) Investments Pty Limited","displayName":"Caledonia (Private) Investments Pty Limited","slug":"caledonia-private-investments-pty-limited-161331","website":"https://caledonia.com.au/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/161331/76bd61ab91d04ec4-r1.webp","tone":"light","width":1258,"height":200,"sourceUrl":"https://caledonia.com.au/","sourceLabel":"Caledonia (private) Investments PTY Limited, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"other (specify) organized in Australia","fiscalYearEnd":"June","headquarters":{"street":"Level 10, 131 Macquarie Street","city":"Sydney","state":"","stateName":"","country":"Australia","postalCode":"2000"},"tradeNames":["Caledonia US, LP"],"registration":{"secApproved":"11 April 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":58304036.03571428,"staff":{"employees":26,"advisory":9,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":5250042809,"discretionary":4784726024,"discretionaryAccounts":39,"nonDiscretionary":465316785,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":95,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":28,"regulatoryAum":1632513009},{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":3617529800}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"UBS Ag","shortName":"UBS Ag","location":"London","smaAssets":613484906},{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":320546433},{"name":"Goldman Sachs International","shortName":"Goldman Sachs International","location":"London","smaAssets":280198983},{"name":"Citigroup Global Markets Inc.","shortName":"Citigroup Global Markets","location":"New York, NY","smaAssets":173510674}],"custodyNote":"Caledonia (Private) Investments Pty Limited has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Nathan Easter","title":"Chief Financial Officer","crd":"5682948"},{"name":"Matthew Moses","title":"General Counsel and Chief Compliance Officer","crd":"6860795"},{"name":"Michael Messara","title":"Co-Chief Investment Officer","crd":"6314332"},{"name":"David Scully","title":"Vice Chairman","crd":"1993892"},{"name":"James Vicars","title":"Co-Chief Investment Officer","crd":"6314331"}],"ownership":[{"label":"Caledonia Holdings Co Pty Limited","detail":"Sole owner in the 75% or more ownership band and a control person, since July 2020."},{"label":"Manderrah Pty Limited As Trustee for GJJ Family Trust","detail":"Indirect owner: a shareholder of Caledonia Holdings Co Pty Limited in the 75% or more band and a control person, since July 2020.","parent":"Caledonia Holdings Co Pty Limited"},{"label":"Matthew Moses","detail":"Indirect owner: director of Caledonia Holdings Co Pty Limited and a control person, since July 2020.","parent":"Caledonia Holdings Co Pty Limited"},{"label":"James Vicars","detail":"Indirect owner: director of Caledonia Holdings Co Pty Limited and a control person, since July 2020.","parent":"Caledonia Holdings Co Pty Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1133 Avenue of the Americas","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"01161292557600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":77},{"label":"Derivatives","percent":5},{"label":"Cash and cash equivalents","percent":18}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161331/PDF/161331.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Caledonia (Private) Investments Pty Limited have?","answer":"Caledonia (Private) Investments Pty Limited has 42 clients and manages $5.25 billion for them, as of September 2026. They include 28 high-net-worth individuals and 14 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Caledonia (Private) Investments Pty Limited offer?","answer":"Caledonia (Private) Investments Pty Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Caledonia (Private) Investments Pty Limited use?","answer":"Caledonia (Private) Investments Pty Limited’s separately managed account assets are held at UBS Ag (London), with $613M, J.P. Morgan Securities LLC (New York, NY), with $321M, Goldman Sachs International (London), with $280M and Citigroup Global Markets Inc. (New York, NY), with $174M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Caledonia (Private) Investments Pty Limited have?","answer":"Caledonia (Private) Investments Pty Limited has 0 investment adviser representatives registered with state securities authorities, out of 26 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Caledonia (Private) Investments Pty Limited invest in?","answer":"At the end of its last fiscal year, Caledonia (Private) Investments Pty Limited’s separately managed accounts held 77% exchange-traded equities, 18% cash and equivalents and 5% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Caledonia (Private) Investments Pty Limited?","answer":"Caledonia (Private) Investments Pty Limited is owned through a holding company by Manderrah Pty Limited As Trustee for GJJ Family Trust. Its direct owner is Caledonia Holdings Co Pty Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Caledonia (Private) Investments Pty Limited get paid?","answer":"Caledonia (Private) Investments Pty Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Caledonia (Private) Investments Pty Limited?","answer":"Caledonia (Private) Investments Pty Limited’s main office is at Level 10, 131 Macquarie Street, Sydney, Australia 2000. Its phone number is 01161292557600. Its website is caledonia.com.au.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/caledonia-private-investments-pty-limited-161331/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1352924/000117266126003659/0001172661-26-003659-index.html","totalValue":2929421086,"positionCount":17,"top10Share":0.9902181894788205,"top10":[{"issuer":"FLUTTER ENTMT PLC","titleOfClass":"SHS","cusip":"G3643J108","value":825481085,"shares":8079486,"shareType":"SH","priorValue":869589967,"priorShares":8529573},{"issuer":"ZILLOW GROUP INC","titleOfClass":"CL C CAP STK","cusip":"98954M200","value":759725173,"shares":24102956,"shareType":"SH","priorValue":1071509982,"priorShares":25894393},{"issuer":"ZILLOW GROUP INC","titleOfClass":"CL 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}