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COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED
CRD 308020 · SEC 801-118484
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
LEVEL 3, 1 BLIGH STREET, SYDNEY, 2000, Australia
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.80B
Discretionary AUM
$8.97B
Team
46 total employees; 27 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-09-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $348K |
| Pension/profit sharing plans | 10 | $1.69B |
| Charitable organizations | 7 | $16.7M |
| Other investment advisers | 10 | $1.80B |
| Insurance companies | 8 | $686.3M |
All web addresses on file
Official SEC filing: View on IAPD