Coolabah Capital Institutional Investments Pty Limited

RIASEC Registered

Total AUM

$13.9B

Discretionary

$13.1B

94% of AUM

Avg account

$263M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney,
CRD number: 308020
Registered since: April 27, 2020
Website: coolabahcapital.com
Custodians: BNP PARIBAS SECURITIES CORP., CITI PRIVATE BANK, NORTHERN TRUST SECURITIES AUSTRALIA, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other60.5%
Pension & Profit Sharing Plans14.02%
Other Investment Advisers12.74%
Insurance Companies9.68%
Sovereign Wealth Funds2.68%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Coolabah Capital Institutional Investments Pty Limited is an institutional RIA organized as a corporation and registered with the SEC in 2020. The firm serves institutional clients and provides portfolio management across pooled vehicles, businesses or institutions, and smaller individual or business accounts. It operates with a blended fee model that includes both a percentage-of-AUM component and performance-based fees. Business activities listed for the firm include acting as a CPO/CTA and operating as a trust company; it is also identified as a sponsor, general partner, or managing member of pooled investment vehicles. The firm does not market itself as an active ESG investor and is not designated as a multi-state adviser. It does not present itself as a capital allocator to external managers in the snapshot, but it does engage with outside alternative managers (see Investments & Alternatives).