CALEDONIA US, LP
CRD #291463 SEC #801-112541 NEW YORK, NY 1-347-287-3760
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$4.5B
Employees
28
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.5B | $4.5B | $0 | 28 | 0 |
| Mar 2025 | $5.3B | $5.3B | $0 | 31 | 0 |
| Jan 2025 | $5B | $5B | $0 | 31 | 0 |
| Feb 2024 | $5B | $5B | $0 | 31 | 0 |
| Jan 2024 | $4.2B | $4.2B | $0 | 33 | 0 |
| Aug 2023 | $4.2B | $4.2B | $0 | 33 | 0 |
| Mar 2023 | $4.2B | $4.2B | $0 | 33 | 0 |
| Mar 2022 | $5.2B | $5.2B | $0 | 34 | 0 |
| Sep 2021 | $7B | $7B | $0 | 31 | 0 |
| Mar 2021 | $7B | $7B | $0 | 31 | 0 |
| Mar 2021 | $7B | $7B | $0 | 31 | 0 |
| Sep 2020 | $3.8B | $3.8B | $0 | 30 | 0 |
| Mar 2020 | $3.8B | $3.8B | $0 | 30 | 0 |
| Sep 2019 | $2.5B | $2.5B | $0 | 33 | 0 |
| Aug 2019 | $2.5B | $2.5B | $0 | 33 | 0 |
| Mar 2019 | $2.5B | $2.5B | $0 | 33 | 0 |
| Aug 2018 | $781.1M | $781.1M | $0 | 9 | 2 |
| Jan 2018 | $781.1M | $781.1M | $0 | 9 | 2 |
DateSep 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees31
Clients0
DateJan 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees31
Clients0
DateFeb 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees31
Clients0
DateJan 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees33
Clients0
DateAug 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees33
Clients0
DateMar 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees34
Clients0
DateSep 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees31
Clients0
DateMar 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees31
Clients0
DateMar 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees31
Clients0
DateSep 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees30
Clients0
DateSep 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateAug 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateMar 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateAug 2018
Total AUM$781.1M
Discretionary$781.1M
Non-Disc.$0
Employees9
Clients2
DateJan 2018
Total AUM$781.1M
Discretionary$781.1M
Non-Disc.$0
Employees9
Clients2