Caledonia is an investment advisor in Sydney with $7.95 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-79576
FINRA CRD number
161331
AUM ?
$7.95 bn
(as of 28 Sep 22)
Accounts
39
(as of 28 Sep 22)
Employees
34
(13 investment advisory or research)
Address
Caledonia
LEVEL 10
131 MACQUARIE STREET
SYDNEY NSW
C3 2000
LEVEL 10
131 MACQUARIE STREET
SYDNEY NSW
C3 2000
Office hours
Monday - Friday, 8:30 AM TO 5:30 PM
Phone
(61-2) 9255-7600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nelson, Mark, Alexander | Chairman | 06/1997 | < 5% |
Vicars, James, William | Co-chief Investment Officer | 01/2016 | < 5% |
Messara, Michael, John | Co-chief Investment Officer | 09/2011 | < 5% |
Manderrah Pty Limited As Trustee for GJJ Family Trust | Shareholder of Class a Shares | 07/2020 | > 75% |
Moses, Matthew | General Counsel | 07/2015 | < 5% |
Scully, David, Brinton | Vice Chairman | 10/2016 | < 5% |
Hilgers, Heather, Nicole | Chief Compliance Officer | 12/2018 | < 5% |
Easter, Nathan, Edward | Chief Financial Officer | 08/2019 | < 5% |
Caledonia Holdings Co Pty Limited | Sole Owner | 07/2020 | > 75% |
Alfred Global Holdings Pty Limited As Trustee of the Messara Family Trust | Shareholder of Class B Shares | 07/2020 | > 75% |
Messara, Michael, John | Director | 07/2020 | |
Moses, Matthew | Director | 07/2020 | |
Vicars, James, William | Director | 07/2020 |
Latest filings (excl ownership)
No filings
Latest ownership filings
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