Coolabah Capital Institutional Investments Pty Limited

RIASEC RegisteredEst. 2020

Total AUM

$9.8B

Discretionary

$9B

92% of AUM

Avg account

$233M

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: Other54.08%
Other Investment Advisers18.38%
Pension & Profit Sharing Plans17.23%
Insurance Companies7%
Sovereign Wealth Funds3.14%
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-focused investment manager with a clear fixed-income tilt. The firm runs portfolio management for pooled vehicles, businesses and institutions, and for individuals or small businesses, and it is structured to operate as both a CPO/CTA and a trust company. Since its SEC registration in 2020, the firm has concentrated capital in investment-grade corporate bonds while maintaining the infrastructure to offer pooled strategies and discretionary mandates. Fee arrangements combine a percentage of AUM with performance-based components, aligning compensation with results. Coolabah does not position itself as an active ESG investor.