Single family office
Caldrion is a single family office and principal investor. This page explains what that means if you are selling a business or property, arranging a loan, building a company or looking to invest alongside us.
01The basics
As our Legal Disclosures put it, Caldrion LLC “exists solely to manage the capital, financial affairs and investments of one family and its related trusts, entities and foundations.” It invests only that capital, from its own balance sheet.
Many investors you meet manage capital for others. A fund, for example, raises capital from limited partners and must return it to them on a fixed timetable. Caldrion has no outside investors, so three things work differently.
Ours. Every dollar we deploy is our own. We have no outside investors or clients, and we answer to no fundraising cycle.
Decisions are made by a small internal investment committee that meets weekly. We need no outside approvals and no fundraising to close.
Our capital is permanent, free from fixed fund lives, so no fund timetable forces a sale. In private equity, we can hold a great business for decades and manage hold periods and exits deliberately.
02What it means for you
Whoever you are, you deal directly with the people who decide, and our word is our bond: we do not re-trade deals at the eleventh hour or use leverage to force terms that were never agreed.
When we sign a term sheet or letter of intent, the capital is committed. What we buy, we can own for decades, free of any fund’s exit timetable.
We lend our own capital and hold every loan on our balance sheet, so we never need to sell down a position to close. We can structure around a borrower’s cash flow rather than a rigid box.
Through Caldrion Ventures, we invest our own capital in founder-led companies and support them as long-term owners. In private equity, we partner with management teams through control buyouts or significant minority stakes.
We treat brokers, intermediaries and advisors as extensions of our team. Our real estate, private credit, private equity and art and collectibles pages set out how we protect the brokers and advisors who introduce transactions. Share a link to non-confidential materials; we sign NDAs promptly when there is mutual interest.
Family offices and institutions can invest directly alongside Caldrion. Co-investment never means investing into a Caldrion fund or vehicle, and we do not manage a partner’s capital.
03How a decision is made
Opportunities sent through our inquiry form follow these four steps, whichever asset class they belong to. Founders can also apply through Caldrion Ventures, where each route has its own form.
Send the opportunity through our inquiry form, with a link to non-confidential materials.
We route your submission to the lead for that asset class.
We aim to give initial feedback within 72 hours of receiving a complete package.
If there is mutual interest, we sign an NDA promptly, request further information and set up a call with a decision-maker.
Before you send anything, read how to submit an opportunity.
04New York · Sydney
Our headquarters is home to the investment committee and the operational base for real estate and private credit. The New York team covers North America and the Atlantic, leading direct deal sourcing and co-investment relationships.
Our Sydney office anchors our Asia-Pacific relationships and digital-asset coverage, and gives us 24-hour coverage of the markets in which we trade and invest.
05What we are not
Being a single family office also sets limits. The statements below are quoted from our Legal Disclosures, which give the full terms.
Caldrion LLC is not registered with the US Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940, and is not registered as a broker-dealer, commodity pool operator or commodity trading advisor. It relies on the family office exclusion under the Investment Advisers Act.
Caldrion invests only its own capital, from its own balance sheet. It does not seek, solicit, accept or manage capital from the public, from institutional investors, or from any person other than “family clients” as defined under applicable law.
Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security, investment product, financial instrument or investment advisory service.
06FAQ
Only its own. Caldrion invests its own capital, from its own balance sheet, and has no outside investors or clients.
Decisions are made by a small internal investment committee that meets weekly. We need no outside approvals and no fundraising to close.
Our capital is permanent and free from fixed fund lives, so no fund timetable forces us to sell. How long we hold depends on the asset class: in private equity, for example, we can hold a great business for decades.
No. Caldrion has no outside investors, does not offer securities and does not manage outside capital. Family offices and institutions can invest directly alongside Caldrion, never into a Caldrion vehicle.
Co-investment partners invest directly alongside Caldrion in an opportunity; they never invest into a Caldrion vehicle. The New York team covers North America and the Atlantic, leading direct deal sourcing and co-investment relationships. To start a conversation, send a partnership inquiry through our contact form.
We aim to give initial feedback within 72 hours of receiving a complete package.
As our Legal Disclosures state, “Caldrion has no obligation to treat materials as confidential unless and until a non-disclosure agreement has been signed by an authorized signatory of Caldrion.” Share a link to non-confidential materials (teaser, deck or data room) first; we sign NDAs promptly when there is mutual interest.
Work with us
Sellers, borrowers, founders and brokers can submit an opportunity with a link to non-confidential materials. Family offices and institutions interested in investing alongside Caldrion can send a partnership inquiry.