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COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED

SYDNEY, Australia · CRD 308020 · IAPD ↗ · coolabahcapital.com · 4402080668340

$13.92BRegulatory AUM
25Advisory reps
65Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

38
October 2026 — COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED reported RAUM up 42% ($9.80B -> $13.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
December 2025 — COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED reported RAUM up 44% ($6.80B -> $9.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
October 2024 — COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED shrank from 40 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
36
October 2024 — COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED reported RAUM up 31% ($5.17B -> $6.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.