Overview
Assets Under Management: $8.5 billion
High-Net-Worth Clients: 31
Average Client Assets: $66 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.16
Average High-Net-Worth Client Assets: $66 million
Total Client Accounts: 44
Discretionary Accounts: 40
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 161331
Last Filing Date: 2025-01-06 00:00:00
Website: HTTP://WWW.CALEDONIAFUND.COM