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 a U.S.-incorporated investment adviser organized as a corporation that operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management services for businesses and institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees and is identified as a related adviser to other entities. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser. Regulatory records show SEC registration in 2026. The firm’s owner type is listed as a mix of a domestic entity and an individual. Its classification is unclassified in the source data, and it is not described as a capital allocator or a pension consultant.

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 3
  • Daniel Douma

    Daniel Douma

    Chief Financial OfficerCRD 7625013

  • Christopher Hite

    Christopher Hite

    Chief Compliance OfficerCRD 2257921

  • Shretan Dholakia

    Chief Risk OfficerCRD 7786972

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