Coolabah Investment Management (USA) Inc

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Christopher Hite

    Christopher Hite

    Chief Compliance OfficerCRD 2257921

  • Shretan Dholakia

    Chief Risk OfficerCRD 7786972

Contacts

1 of 1
  • Angus Boyd

    CRD 8330485

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth