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COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED
CRD 308020File 801-118484
APPROVED
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.92B
Top 10% of cohort (national)
Discretionary AUM
$13.15B
Non-discretionary $773.9M
Clients
67
53 accounts
Employees
65
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 27, 2020
- Principal office
- LEVEL 3, 1 BLIGH STREET, SYDNEY, 2000
- Phone
- 4402080668340
- Website
- http://coolabahcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.92B
- Discretionary AUM
- $13.15B
- Non-discretionary AUM
- $773.9M
- Discretionary accounts
- 51
- Non-discretionary accounts
- 2
- Total accounts
- 53
- AUM per client
- $207.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $372.6M |
| Insurance companies | 9 | $1.35B |
| Investment companies | 5 | $23.2M |
| Charitable organizations | 8 | $29.4M |
| Other investment advisers | 34 | $1.77B |
| Pension and profit sharing plans | 11 | $1.95B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 12,041 | 37 | decreased by12,004 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 6,504 | 12,041 | increased by5,537 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,800,000,000 | $9,800,952,164 | increased by$3,000,952,164 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 32 | 42 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 46 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20,001 | 6,504 | decreased by13,497 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,581,701,688 | $6,800,000,000 | increased by$2,218,298,312 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 32 | increased by3 |
| Oct 1, 2022 | Employees | 26 | 33 | increased by7 |
| Oct 1, 2022 | Clients | 10,026 | 20,001 | increased by9,975 |
| Oct 1, 2022 | AUM | $5,486,103,300 | $4,581,701,688 | decreased by$904,401,612 |
| Oct 1, 2022 | Accounts | 10,025 | 29 | decreased by9,996 |
| Sep 1, 2021 | Employees | 23 | 26 | increased by3 |
| Sep 1, 2021 | Clients | 10,001 | 10,026 | increased by25 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COOLABAH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COOLABAH CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.