Caledonia Us, LP is a large advisory firm based in New York. It manages $2.5 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2018.
Caledonia Us provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Caledonia Us, LP is $2.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 220% since the beginning of its operation, and $2.38 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Caledonia Us, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Mark Alexander Nelson is pooled investment vehicles with 8 clients and $2.5 billion of assets under management. Among the 7 most similar advisory firms, Caledonia Us has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.5 billion for 8 clients. 75% of the firm’s clients are foreign persons or businesses.
Caledonia Us also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 33 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Alexander Nelson has been acting as President since 1 Oct 2017. Nathan Edward Easter joined the executive team most recently as the Chief Financial Officer.
The principal office where Caledonia Us, LP performs its advisory services is located at 650 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-347-287-3760 or by fax 1-347-287-3768. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at caledoniafund.com.