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COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED

Advisory

N·SYDNEY

Data as of Sep 30, 2024 · Source: SEC Form ADV

Total AUM
$9.8B
1-Year AUM Growth
+31.5%
3-Year CAGR
+7.1%
Employees
27
Assets Under Management
Total AUM$9.8B
Discretionary AUM$9.0B
Non-Discretionary AUM$827M
Discretionary %91.6%
Total Clients—
Team
Total Employees27
Investment Advisers46
Employee Growth (1Y)-32.5%
Filing History
Total Filings on Record7
First FilingMar 20, 2020
Latest FilingSep 30, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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