Caledonia Us, Lp (New York)
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...
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.
Caledonia Us: assets under management
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 firm manages $2.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.91 million each.
Fees & Commissions
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.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
