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| Keyboard |
| Coolabah Capital Institutional Investments PTY Limited
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|---|---|
| CRD # | 308020 |
| SEC # | 801-118484 |
| CIK # | |
| AUM | 9,801.0 M (2025-09-29) |
| Employees | 46 (59% Investors, 0% Brokers) |
| Phone | 4402080668340 |
| Address | Level 3, 1 Bligh Street Sydney, Australia |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| LF | Coolabah Institutional Cash Plus Fund | 2020-03-20 | 85.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 1.7 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 1.8 |
| (k) Insurance companies | 8 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.3 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 12,004 | 5.3 |
| Total | 42 | 9.8 |
| By Discretionary | ||
| Discretionary | 40 | 9.0 |
| Non-Discretionary | 2 | 0.8 |
| Total | 42 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.8 | |
| United States Persons | 0.0 | |
| Total | 42 | 9.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional, Retail |
| LEI | 254900GSGCMREWGRAD08 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Agincourt Capital Management LLC
✚
|
VA | 9,950.3 M |
|
Plancorp LLC
✚
|
MO | 9,942.4 M |
|
River Road Asset Management LLC
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|
KY | 9,852.9 M |
|
IHT Wealth Management LLC
✚
|
IL | 9,801.8 M |
|
F L Putnam Investment Management Co
✚
|
MA | 9,715.4 M |
|
Simplify Asset Management Inc
✚
|
NV | 9,635.5 M |
|
Harbour Investments Inc
✚
|
WI | 9,599.1 M |
|
Frontier Capital Management Co LLC
✚
|
MA | 9,597.3 M |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 9,571.8 M |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 9,568.8 M |