Coolabah Investment Management (USA) Inc
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 341121
- Registered since
- April 14, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Coolabah Investment Management (USA) Inc. is registered as an independent registered investment adviser and organized as a corporation. Its regulatory filing lists SEC registration in 2026 and ownership described as a combination of a domestic entity and an individual. The firm’s advisory footprint is focused on portfolio management for businesses and institutional clients rather than retail households. It is also identified as a related adviser to other entities. Business activity designations show Coolabah operates in roles tied to commodity and derivatives management — specifically as a CPO or CTA — and it is affiliated with functions such as trust company services and sponsorship or general partner/manager roles for pooled investment vehicles. The firm’s compensation model includes both a percentage-of-assets fee and performance-based fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Christopher Hite
Chief Compliance OfficerCRD 2257921
Shretan Dholakia
Chief Risk OfficerCRD 7786972
Contacts
1 of 1Angus Boyd
CRD 8330485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pinetree Advisors Corp.
RIAMiami, FL
Xendia Wealth LLC
RIAMiami, FL
Defiance ETFs LLC
RIAMiami, FL
Emcee Invest
RIAMiami, FL
Arias Resource Capital Management LP
RIAMiami, FL
1823 Partners (US) LLC
RIAMiami, FL