CALEDONIA US, LP
SEC RegisteredBuilt on research. Grounded in transparency.
About the firm
Caledonia is a global investment management firm focused on generating high absolute returns over the long term. The firm manages both a long/short equity strategy and a long-only strategy, each grounded in deep fundamental research and high-conviction investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long/short equity strategy and long-only strategy, each grounded in deep fundamental research and high-conviction investing
Who they serve
long-term partners
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 10 | $3.7B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CALEDONIA US, LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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