COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED

CRD 308020File 801-118484

APPROVED

Custody

Filing as of Sep 29, 2025

Feed vintage Aug 17, 2026

Regulatory AUM

$9.80B

Top 10% of cohort (national)

Discretionary AUM

$8.97B

Non-discretionary $827.5M

Clients

42 accounts

Employees

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: $9.80B
Discretionary AUM: $8.97B
Non-discretionary AUM: $827.5M
Discretionary accounts: 40
Non-discretionary accounts: 2
Total accounts: 42
AUM per client: $264.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Non-U.S. persons	Fewer than 5	$307.7M
Insurance companies	8	$686.3M
Investment companies	2	$348K
Charitable organizations	7	$16.7M
Other investment advisers	10	$1.80B
Pension and profit sharing plans	10	$1.69B

Compensation & activities

ADV Items 5E, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	12041	37
Aug 17, 2026	Custody	false	true
Aug 12, 2026	Registration	—	APPROVED

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.