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 registered investment adviser that serves institutional clients through portfolio management and pooled investment vehicles. The firm is organized as a corporation, registered with the SEC in 2020, and is described as having an individual owner. Its operating activities include acting as a CPO/CTA and functioning as a trust company, which supports managing both bespoke portfolios and pooled vehicles for institutional and business clients. Fee arrangements combine an asset-based charge with performance-linked fees. The adviser does not identify as an active ESG investor and is not classified as a multi-state adviser or pension consultant.