Vice Chairman · Caledonia (private) Investments PTY Limited
David B. Scully
CRD 1993892 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Caledonia (private) Investments PTY Limited, an SEC-registered private fund adviser based in Sydney, Australia with $5.3 billion in regulatory assets, lists David B. Scully on its Form ADV as Vice Chairman, a control person. The SEC filings also name David at 1 other registered adviser.
Firms and roles
- Caledonia (private) Investments PTY LimitedVice ChairmanPrivate fund adviser · Sydney, Australia · $5.3B in regulatory assets
- Caledonia US, LPVice ChairmanPrivate fund adviser · New York, NY · $3.7B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James W. VicarsCo-Chief Investment Officer, Caledonia (private) Investments PTY Limited
- Michael J. MessaraCo-Chief Investment Officer, Caledonia (private) Investments PTY Limited
- Matthew N. MosesGeneral Counsel and Chief Compliance Officer, Caledonia (private) Investments PTY Limited
- Nathan E. EasterChief Financial Officer, Caledonia (private) Investments PTY Limited
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.