COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED
SYDNEYCRD 308020Latest ADV September 29, 2025
Coolabah Capital Institutional Investments Pty Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated September 29, 2025, reports $9.8B in regulatory assets under management, 46 employees, 1 office, and 42 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentTHIS IS ACROSS ALL INDIVIDUALS, HIGH NET WORTHS AND OTHER represent 99.7% of total clients.
Top client categories% of clientsClients
1
THIS IS ACROSS ALL INDIVIDUALS, HIGH NET WORTHS AND OTHER
99.7%
12,004
2
Pension Plans
0.1%
10
3
Other Advisers
0.1%
10
4
Insurance Cos.
0.1%
8
5
Charitable
0.1%
7
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.8Bas of September 29, 2025
Discretionary91.6%
$9.0B
92% of total RAUM91.6%
Non-discretionary8.4%
$827M
8% of total RAUM8.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.8B
Total Accounts42
10Y AUM Change+$7.7B (+370.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee262:1
10Y Employee Change+24 (+109.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.