{ "path": "/advisors/fl", "url": "https://advisorcensus.com/advisors/fl/page/12", "page_type": "state", "title": "Financial advisors in Florida", "filters": {}, "scope_total": 2487, "faq": [ { "q": "How many financial advisory firms are there in Florida?", "a": "AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, from Form ADV filings as of October 2026: 1,115 SEC-registered, 1,052 state-registered, and 320 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Florida?", "a": "638 of the 2,487 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Florida offer financial planning?", "a": "1,125 of the 2,167 firms in Florida that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Florida fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 638 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Florida: 2,487 firms from Form ADV filings as of October 2026.", "total_firms": 2487, "page": 12, "total_pages": 50, "sort": "name", "registration_types": { "sec": 1115, "state": 1052, "exempt": 320 }, "fee_model_mix": [ { "code": "fee-only", "count": 638 }, { "code": "percentage_of_aum", "count": 2016 }, { "code": "hourly", "count": 789 }, { "code": "subscription", "count": 27 }, { "code": "fixed", "count": 995 }, { "code": "commissions", "count": 36 }, { "code": "performance_based", "count": 535 }, { "code": "other", "count": 313 }, { "code": "not_reported", "count": 320 } ], "years_registered_distribution": [ { "code": "under_5", "count": 1148 }, { "code": "5_to_9", "count": 582 }, { "code": "10_to_19", "count": 520 }, { "code": "20_plus", "count": 231 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 641 }, { "code": "25m_100m", "count": 357 }, { "code": "100m_500m", "count": 591 }, { "code": "500m_1b", "count": 152 }, { "code": "1b_5b", "count": 187 }, { "code": "over_5b", "count": 86 }, { "code": "not_reported", "count": 473 } ], "firms": [ { "crd_number": 175233, "name": "Clockwise Capital LLC", "name_as_filed": "CLOCKWISE CAPITAL LLC", "url": "https://advisorcensus.com/firm/clockwise-capital-llc-miami-fl-175233", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 334276, "name": "Clockwork Management LLC", "name_as_filed": "CLOCKWORK MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/clockwork-management-llc-miami-fl-334276", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327315, "name": "Clout Capital", "name_as_filed": "CLOUT CAPITAL", "url": "https://advisorcensus.com/firm/clout-capital-miami-fl-327315", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336813, "name": "CMA Advisors, Inc.", "name_as_filed": "CMA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cma-advisors-inc-336813", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123811, "name": "CMC Advisors, Inc.", "name_as_filed": "CMC ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 175137, "name": "CNL Educational Institute, LLC", "name_as_filed": "CNL EDUCATIONAL INSTITUTE, LLC", "url": "https://advisorcensus.com/firm/cnl-educational-institute-llc-orlando-fl-175137", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 174178, "name": "CNL Fund Advisors II, LLC", "name_as_filed": "CNL FUND ADVISORS II, LLC", "url": "https://advisorcensus.com/firm/cnl-fund-advisors-ii-llc-orlando-fl-174178", "city": "Orlando", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335786, "name": "CNL Residential Credit Manager", "name_as_filed": "CNL RESIDENTIAL CREDIT MANAGER", "url": "https://advisorcensus.com/firm/cnl-residential-credit-manager-orlando-fl-335786", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 286342, "name": "CNL Strategic Capital Management, LLC", "name_as_filed": "CNL STRATEGIC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cnl-strategic-capital-management-llc-orlando-fl-286342", "city": "Orlando", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331518, "name": "Coastal Equity Management, LLC", "name_as_filed": "COASTAL EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/coastal-equity-management-llc-pensacola-fl-331518", "city": "Pensacola", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322164, "name": "Coastal Investment Company, LLC", "name_as_filed": "COASTAL INVESTMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/coastal-investment-company-llc-winter-park-fl-322164", "city": "Winter Park", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285844, "name": "Coastal Way Financial Group, LLC", "name_as_filed": "COASTAL WAY FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/coastal-way-financial-group-llc-west-palm-beach-fl-285844", "city": "West Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306986, "name": "Coastal Wealth Advisory Services, LLC", "name_as_filed": "COASTAL WEALTH ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/coastal-wealth-advisory-services-llc-lake-mary-fl-306986", "city": "Lake Mary", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289372, "name": "Code Waechter LLC", "name_as_filed": "CODE WAECHTER LLC", "url": "https://advisorcensus.com/firm/code-waechter-llc-tampa-fl-289372", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161659, "name": "Cogent Independent Advisors, Inc.", "name_as_filed": "COGENT INDEPENDENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cogent-independent-advisors-inc-st-augustine-fl-161659", "city": "St Augustine", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319092, "name": "Cogent Private Wealth", "name_as_filed": "COGENT PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/cogent-private-wealth-orlando-fl-319092", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 280027, "name": "Cohen, Steven J CFA", "name_as_filed": "COHEN, STEVEN J CFA", "url": "https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027", "city": "St Petersburg", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 108642, "name": "Colbert Investment Management Co", "name_as_filed": "COLBERT INVESTMENT MANAGEMENT CO", "url": "https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642", "city": "Miami", "state": "FL", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142106, "name": "Collaborative Wealth", "name_as_filed": "COLLABORATIVE WEALTH", "url": "https://advisorcensus.com/firm/collaborative-wealth-lake-mary-fl-142106", "city": "Lake Mary", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324135, "name": "Collective Asset Management, LLC", "name_as_filed": "COLLECTIVE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/collective-asset-management-llc-plantation-fl-324135", "city": "Plantation", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344012, "name": "Collins Fund Advisors LLC", "name_as_filed": "COLLINS FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/collins-fund-advisors-llc-north-miami-beach-fl-344012", "city": "North Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175506, "name": "Colony Capital Investment Advisors, LLC", "name_as_filed": "COLONY CAPITAL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 169730, "name": "Column Park Asset Management, LP", "name_as_filed": "COLUMN PARK ASSET MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/column-park-asset-management-lp-cocoa-beach-fl-169730", "city": "Cocoa Beach", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153074, "name": "Common Cents Wealth Management, LLC", "name_as_filed": "COMMON CENTS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074", "city": "Pembroke Pines", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169551, "name": "Commoncents Wealth Advisors, LLC", "name_as_filed": "COMMONCENTS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/commoncents-wealth-advisors-llc-new-port-richey-fl-169551", "city": "New Port Richey", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 312541, "name": "Commonwealth Credit Advisors, LLC", "name_as_filed": "COMMONWEALTH CREDIT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/commonwealth-credit-advisors-llc-west-palm-beach-fl-312541", "city": "West Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109368, "name": "Community Capital Management, LLC", "name_as_filed": "COMMUNITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/community-capital-management-llc-fort-lauderdale-fl-109368", "city": "Fort Lauderdale", "state": "FL", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 316843, "name": "Compass Financial Advisory Services, LLC", "name_as_filed": "COMPASS FINANCIAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/compass-financial-advisory-services-llc-ormond-beach-fl-316843", "city": "Ormond Beach", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125186, "name": "Compass Financial Group, Inc.", "name_as_filed": "COMPASS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186", "city": "Deerfield Beach", "state": "FL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156345, "name": "Compass Financial Management LLC", "name_as_filed": "COMPASS FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/compass-financial-management-llc-tampa-fl-156345", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305680, "name": "Compass Group Investments Solutions LLC", "name_as_filed": "COMPASS GROUP INVESTMENTS SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 298776, "name": "Compound Family Offices, LLC", "name_as_filed": "COMPOUND FAMILY OFFICES, LLC", "url": "https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776", "city": "Sarasota", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131324, "name": "Comprehensive Wealth Solutions, LLC", "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160753, "name": "Comvest Advisors LLC", "name_as_filed": "COMVEST ADVISORS LLC", "url": "https://advisorcensus.com/firm/comvest-advisors-llc-west-palm-beach-fl-160753", "city": "West Palm Beach", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311663, "name": "Comvest Credit Advisors, LLC", "name_as_filed": "COMVEST CREDIT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/comvest-credit-advisors-llc-west-palm-beach-fl-311663", "city": "West Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322342, "name": "Comvest Credit Managers, LLC", "name_as_filed": "COMVEST CREDIT MANAGERS, LLC", "url": "https://advisorcensus.com/firm/comvest-credit-managers-llc-west-palm-beach-fl-322342", "city": "West Palm Beach", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314503, "name": "Concierge Financial Advisor LLC", "name_as_filed": "CONCIERGE FINANCIAL ADVISOR LLC", "url": "https://advisorcensus.com/firm/concierge-financial-advisor-llc-314503", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145778, "name": "Concise Capital Management, L.P.", "name_as_filed": "CONCISE CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/concise-capital-management-l-p-miami-fl-145778", "city": "Miami", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330657, "name": "Concurrent Asset Management, LLC", "name_as_filed": "CONCURRENT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323135, "name": "Concurrent Investment Advisors, LLC", "name_as_filed": "CONCURRENT INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307727, "name": "Conscientia Family Office, LLC", "name_as_filed": "CONSCIENTIA FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/conscientia-family-office-llc-miami-fl-307727", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174670, "name": "Conscious Capital Wealth Management, LLC", "name_as_filed": "CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 148611, "name": "Conservation Capital, LLC", "name_as_filed": "CONSERVATION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/conservation-capital-llc-148611", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131934, "name": "Consilium Investment Management LLC", "name_as_filed": "CONSILIUM INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934", "city": "Fort Lauderdale", "state": "FL", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314869, "name": "Contemporary Financial Planning", "name_as_filed": "CONTEMPORARY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163534, "name": "Contrast Capital Management, LLC", "name_as_filed": "CONTRAST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/contrast-capital-management-llc-miami-fl-163534", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148472, "name": "Convergence Investment Partners, LLC", "name_as_filed": "CONVERGENCE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341121, "name": "Coolabah Investment Management (USA) Inc", "name_as_filed": "COOLABAH INVESTMENT MANAGEMENT (USA) INC", "url": 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