# Coolabah Capital Institutional Investments Pty Limited

> Coolabah Capital Institutional Investments Pty Limited is an SEC-registered investment advisory firm in Sydney, Australia, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 308020
- Filed as: COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sydney, Australia
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308020
- AdvisorCensus page: https://advisorcensus.com/firm/coolabah-capital-institutional-investments-pty-limited-sydney-308020

## Quick answers

**How is Coolabah Capital Institutional Investments Pty Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Coolabah Capital Institutional Investments Pty Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coolabah Capital Institutional Investments Pty Limited located?**
Coolabah Capital Institutional Investments Pty Limited's principal office is in Sydney, Australia, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Coolabah Capital Institutional Investments Pty Limited registered with the SEC or a state?**
Coolabah Capital Institutional Investments Pty Limited is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308020.

**How much does Coolabah Capital Institutional Investments Pty Limited manage?**
Coolabah Capital Institutional Investments Pty Limited reports $13,921,660,270 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (94% discretionary).

**How have Coolabah Capital Institutional Investments Pty Limited's assets and staff changed since 2021?**
In the Form ADV data for Coolabah Capital Institutional Investments Pty Limited: Regulatory assets under management: $5,486,103,300 in the October 2021 data and $13,921,660,270 in the October 2026 data, up 154%. Total employees: 26 in October 2021 and 65 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coolabah Capital Institutional Investments Pty Limited serve?**
By number of clients on Form ADV Item 5.D: other (13,325); other investment advisers (34); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Coolabah Capital Institutional Investments Pty Limited use?**
Coolabah Capital Institutional Investments Pty Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas, Citigroup, Northern Trust Securities Australia and State Street as custodians holding 10% or more of its separately managed account assets.

**Does Coolabah Capital Institutional Investments Pty Limited report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308020

**What changed in Coolabah Capital Institutional Investments Pty Limited's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 27 to 25. Regulatory assets under management went from $9,800,952,164 to $13,921,660,270 (+42%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNP Paribas
- Citigroup
- Northern Trust Securities Australia
- State Street

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $13,921,660,270
- Discretionary: $13,147,784,887
- Non-discretionary: $773,875,383

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 5 | $23,158,581 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $1,952,201,321 |
| Charitable organizations | 8 | $29,376,523 |
| Other investment advisers | 34 | $1,773,873,318 |
| Insurance companies | 9 | $1,347,707,335 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $372,609,513 |
| Other | 13,325 | $8,422,733,679 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 65 total, 25 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Sydney

### Websites listed on Form ADV (Item 1.I)
- [coolabahcapital.com](https://coolabahcapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,486,103,300 | 26 | August 18, 2021 |
| October 2022 | $4,581,701,688 | 33 | September 5, 2022 |
| October 2023 | $5,172,065,622 | 40 | September 4, 2023 |
| October 2024 | $6,800,000,000 | 46 | September 30, 2024 |
| October 2025 | $6,800,000,000 | 46 | September 30, 2024 |
| October 2026 | $13,921,660,270 | 65 | September 22, 2026 |

Regulatory assets under management: $5,486,103,300 in the October 2021 data and $13,921,660,270 in the October 2026 data, up 154%.
Total employees: 26 in October 2021 and 65 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 27 to 25.
- Regulatory assets under management went from $9,800,952,164 to $13,921,660,270 (+42%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $6,800,000,000 to $9,800,952,164 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coolabah Capital Institutional Investments Pty Limited (CRD 308020): Form ADV filing data as of October 2026.