# Coolabah Investment Management (USA) Inc

> Coolabah Investment Management (USA) Inc is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 341121
- Filed as: COOLABAH INVESTMENT MANAGEMENT (USA) INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341121
- AdvisorCensus page: https://advisorcensus.com/firm/coolabah-investment-management-usa-inc-miami-fl-341121

## Quick answers

**How is Coolabah Investment Management (USA) Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Coolabah Investment Management (USA) Inc 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 Investment Management (USA) Inc located?**
Coolabah Investment Management (USA) Inc's principal office is in Miami, FL, according to its Form ADV.

**Is Coolabah Investment Management (USA) Inc registered with the SEC or a state?**
Coolabah Investment Management (USA) Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341121.

**How much does Coolabah Investment Management (USA) Inc manage?**
Coolabah Investment Management (USA) Inc reports $0 in regulatory assets under management in its Form ADV filing dated September 16, 2026.

**Does Coolabah Investment Management (USA) Inc 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/341121

**What changed in Coolabah Investment Management (USA) Inc's recent Form ADV filings?**
In the October 2026 filing data: 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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coolabah Investment Management (USA) Inc (CRD 341121): Form ADV filing data as of October 2026.
