Coolabah Capital Institutional Investments Pty Limited
Registered investment adviser · Sydney · CRD #308020
Form ADV data as of 2026-09-01Regulatory assets
$9.80 billion
Total accounts
42
Employees
46
Disclosure events
0
Firm details
- Website: http://coolabahcapital.com
- Telephone: 4402080668340
- SEC file number: 801-118484
- Most recent Form ADV filing: 2025-09-29
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $8.97 billion |
| Non-discretionary regulatory assets under management | $827.5 million |
| Total regulatory assets under management | $9.80 billion |
| Discretionary accounts | 40 |
| Non-discretionary accounts | 2 |
| Total accounts | 42 |
| Regulatory assets under management attributable to non-U.S. persons | $9.80 billion |
People
| Total employees (excluding clerical) | 46 |
| Employees performing investment advisory functions (including research) | 27 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 10 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Investment companies | 2 | $348,275 |
| Pension and profit sharing plans (not the participants or government plans) | 10 | $1.69 billion |
| Charitable organizations | 7 | $16.7 million |
| Other investment advisers | 10 | $1.80 billion |
| Insurance companies | 8 | $686.3 million |
| Sovereign wealth funds and foreign official institutions | Not reported | $307.7 million |
| Other | 12,004 | $5.30 billion |