Coolabah Capital Institutional Investments Pty Limited
- Regulatory AUM
- $9.8B
- Discretionary
- $9.0B
- Clients
- 12,041
- Avg AUM / client
- $814K
- Accounts
- 42
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of Sep 29, 2025
Asset allocation (SMA assets by investment type)
as of Sep 29, 2025Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $348K | 0.0% |
| Pension and profit sharing plans | 10 | $1.7B | 17.2% |
| Charitable organizations | 7 | $16.7M | 0.17% |
| Other investment advisers | 10 | $1.8B | 18.4% |
| Insurance companies | 8 | $686M | 7.0% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $308M | 3.14% |
| Other | 12,004 | $5.3B | 54.1% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harvey, Darren, Paul | Director | Sep 2011 (15y) | 10% – 25% | |
| Joye, Christopher, Ronald Edward | Director, Chief Executive Office And Chief Investment Officer | Sep 2011 (15y) | 25% – 50% | |
| Donnelly, Melda, Kay | Chair And Director | Sep 2015 (11y) | Less than 5% | |
| Henricks, Robert, John | Independent Director | Mar 2017 (9y) | Less than 5% | |
| Bouris, Luke, Benjamin | Chief Operating Officer | Jun 2018 (8y) | Less than 5% | |
| Douma, Daniel, Peter | Chief Financial Officer | Sep 2020 (6y) | Less than 5% | |
| Saad, Sarah, Patricia | General Counsel (Chief Legal Officer) | Jan 2022 (5y) | Less than 5% | |
| Dholakia, Shretan | Chief Risk Officer | Dec 2022 (4y) | Less than 5% |
Undisclosed: 0% – 65% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/29/2025 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bnp Paribas Fund Services Australasia Pty Ltd $1.2B (13% of AUM) Sep 2025
- Citigroup Global Markets Inc. $1.1B (11% of AUM) Sep 2025
- Northern Trust $640M (7% of AUM) Sep 2025
- State Street $521M (5% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 29, 2025.
View current Form ADV (SEC/IAPD) ↗