Clients
Coolabah Capital Institutional Investments Pty Limited serves 13,392 clients, 13,325 of them other clients. The average client has about $1 million with the firm.
- Pension and profit-sharing plans11 clients14%
- Other investment advisers34 clients13%
- Insurance companies9 clients10%
- Sovereign wealth funds and foreign official institutions3%
- Other13,325 clients61%
- OtherInvestment companies, Charitable organizations0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 5 | $23,158,581 | 0.2% | $4.63M |
| Pension and profit-sharing plans | 11 | $1,952,201,321 | 14.0% | $177.5M |
| Charitable organizations | 8 | $29,376,523 | 0.2% | $3.67M |
| Other investment advisers | 34 | $1,773,873,318 | 12.7% | $52.2M |
| Insurance companies | 9 | $1,347,707,335 | 9.7% | $149.7M |
| Sovereign wealth funds and foreign official institutions | Not reported | $372,609,513 | 2.7% | — |
| Other | 13,325 | $8,422,733,679 | 60.5% | $632K |
| Total | 13,392 | $13,921,660,270 | 100% | $1.04M |
- Clients
- 5
- Regulatory AUM
- $23,158,581
- Share
- 0.2%
- Avg. per client
- $4.63M
- Clients
- 11
- Regulatory AUM
- $1,952,201,321
- Share
- 14.0%
- Avg. per client
- $177.5M
- Clients
- 8
- Regulatory AUM
- $29,376,523
- Share
- 0.2%
- Avg. per client
- $3.67M
- Clients
- 34
- Regulatory AUM
- $1,773,873,318
- Share
- 12.7%
- Avg. per client
- $52.2M
- Clients
- 9
- Regulatory AUM
- $1,347,707,335
- Share
- 9.7%
- Avg. per client
- $149.7M
- Clients
- Not reported
- Regulatory AUM
- $372,609,513
- Share
- 2.7%
- Avg. per client
- —
- Clients
- 13,325
- Regulatory AUM
- $8,422,733,679
- Share
- 60.5%
- Avg. per client
- $632K
Total
- Clients
- 13,392
- Regulatory AUM
- $13,921,660,270
- Share
- 100%
- Avg. per client
- $1.04M
What it does
Coolabah Capital Institutional Investments Pty Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Coolabah Capital Institutional Investments Pty Limited provided financial planning to 0 clients last fiscal year and advises no private funds.
94.4% of assets ($13.15B across 51 accounts) are managed with discretion; $773.9M across 2 accounts are not. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds92%
- Investment grade corporate bonds78%
- Sovereign bonds14%
- Cash6%
- Other2%
- Derivatives2%
Custodians
Coolabah Capital Institutional Investments Pty Limited’s client accounts are held mainly at BNP Paribas Fund Services Australasia Pty, with 9% of managed assets, and Citigroup Global Markets, with 8%. Coolabah Capital Institutional Investments Pty Limited does not have custody of client assets.
- BNP Paribas Fund Services Australasia PtyBNP Paribas Fund Services Australasia Pty LTD · Sydney · $1.23B9%
- Northern Trust Company LimitedNorthern Trust Company Limited · Melbourne · $640.0M5%
- Citigroup Global MarketsCitigroup Global Markets · New York, NY · $1.06B8%
- State StreetState Street · Boston, MA · $520.6M4%
- All other custodians$10.47B75%
Ownership and leadership
Christopher Joye owns 25% to 50% of Coolabah Capital Institutional Investments Pty Limited, and Christopher Joye is its CEO.
- Owns 25% to 50% of Coolabah Capital Institutional Investments Pty Limited
Christopher Joye
Control person · since September 2011
- Owns 10% to 25% of Coolabah Capital Institutional Investments Pty Limited
Darren Harvey
Control person · since September 2011
Leadership
- Christopher JoyeDirector, Chief Executive Office and Chief Investment Officer
- Daniel DOUMAChief Financial Officer
- Luke BourisChief Operating Officer
- Angus BoydGeneral Manager
- Shretan DholakiaChief Risk Officer
- Melda DonnellyChair and Director
- Darren HarveyDirector
- Robert HenricksIndependent Director
Staff
- 65 employees
- 25 in advisory functions
- 10 soliciting firms
Fees
Coolabah Capital Institutional Investments Pty Limited is paid through a percentage of assets under management and performance-based fees.
Coolabah Capital Institutional Investments Pty Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Coolabah Capital Institutional Investments Pty Limited has 1 office, with 1 listed address with no US state reported.
Registration details
- Legal name
- Coolabah Capital Institutional Investments Pty Limited
- Headquarters
- Level 3, 1 Bligh Street, Sydney, Australia 2000
- Phone
- 4402080668340
- Website
- coolabahcapital.com
- SEC file
- 801-118484
- Structure
- corporation organized in Australia
- Fiscal year end
- June
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Coolabah Capital Institutional Investments Pty Limited have?
Coolabah Capital Institutional Investments Pty Limited has 13,392 clients and manages $13.9 billion for them, as of September 2026. They include 13,325 other clients, 34 other investment advisers and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Coolabah Capital Institutional Investments Pty Limited offer?
Coolabah Capital Institutional Investments Pty Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Coolabah Capital Institutional Investments Pty Limited use?
Coolabah Capital Institutional Investments Pty Limited’s separately managed account assets are held at BNP Paribas Fund Services Australasia Pty LTD (Sydney), with $1,227,230,000, Citigroup Global Markets (New York, NY), with $1,061,540,000, Northern Trust Company Limited (Melbourne), with $640,000,000 and State Street (Boston, MA), with $520,610,000. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Coolabah Capital Institutional Investments Pty Limited have?
Coolabah Capital Institutional Investments Pty Limited has 0 investment adviser representatives registered with state securities authorities, out of 65 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coolabah Capital Institutional Investments Pty Limited invest in?
At the end of its last fiscal year, Coolabah Capital Institutional Investments Pty Limited’s separately managed accounts held 78% investment grade corporate bonds, 14% sovereign bonds, 6% cash and equivalents and 2% derivatives. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coolabah Capital Institutional Investments Pty Limited?
Coolabah Capital Institutional Investments Pty Limited’s direct owners are Christopher Joye and Darren Harvey, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Coolabah Capital Institutional Investments Pty Limited get paid?
Coolabah Capital Institutional Investments Pty Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file