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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED

CRD 308020

SYDNEY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca2f4b4d-78a7-b36b-9403-0e39a28d3104

Data as of Sep 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Mar 20, 2020 to Sep 29, 2025
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.18 institutional_share=0.28 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $9.8BItem 5.F on the latest filing (2025-09-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 46
Advisory employees: 27
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 42
SEC number: 801-118484
CRD: 308020
Filings on the tape: 8
First filed: Mar 20, 2020
Latest filed: Sep 29, 2025
Organised: Corporation
Website: coolabahcapital.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COOLABAH INSTITUTIONAL CASH PLUS FUND	Liquidity Fund	$85.0M	Sep 4, 2023	3	Mar 20, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Donnelly, Melda, Kay	CHAIR AND DIRECTOR	Na	yes	09/2015	Mar 20, 2020	Sep 30, 2024
Harvey, Darren, Paul	Director	B	yes	09/2011	Mar 20, 2020	Sep 30, 2024
Henricks, Robert, John	INDEPENDENT DIRECTOR	Na	yes	03/2017	Mar 20, 2020	Sep 30, 2024
Joye, Christopher, Ronald Edward	DIRECTOR, CHIEF EXECUTIVE OFFICE AND CHIEF INVESTMENT OFFICER	C	yes	09/2011	Mar 20, 2020	Sep 30, 2024
Bouris, Luke, Benjamin	CHIEF OPERATING OFFICER	Na	no	06/2018	Sep 30, 2024	Sep 30, 2024
DHOLAKIA, SHRETAN	CHIEF RISK OFFICER	Na	no	12/2022	Sep 4, 2023	Sep 30, 2024
DOUMA, Daniel, Peter	CHIEF FINANCIAL OFFICER	Na	no	09/2020	Sep 5, 2022	Sep 30, 2024
Saad, Sarah, Patricia	GENERAL COUNSEL (CHIEF LEGAL OFFICER)	Na	no	01/2022	Sep 30, 2024	Sep 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sydney	n/a	Australia	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 30, 2024	$6.8B	$5.7B	46	27	1	n/a	n/a
2023	Sep 4, 2023	$5.2B	$3.2B	40	40	2	1	$85.0M
2022	Sep 5, 2022	$4.6B	$3.0B	33	27	2	1	$85.0M
2021	Aug 18, 2021	$5.5B	$3.6B	26	20	2	1	$85.0M
2020	Sep 2, 2020	$2.7B	$1.8B	23	19	2	1	$85.0M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$9.8B	$5.2B	89.5%	$5.5B	21.3%	46	40	1	2

Relationships

Advises (1)

→ COOLABAH INSTITUTIONAL CASH PLUS FUNDPrivate fundLiquidity Fund, IA
Mar 20, 2020 to presentfactForm ADV

Owns (4)

← DHOLAKIA, SHRETANOwnerCHIEF RISK OFFICER, ownership code NA, individual
Sep 4, 2023 to Sep 30, 2024factForm ADV
← DOUMA, Daniel, PeterOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 5, 2022 to Sep 30, 2024factForm ADV
← Bouris, Luke, BenjaminOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Sep 30, 2024 to Sep 30, 2024factForm ADV
← Saad, Sarah, PatriciaOwnerGENERAL COUNSEL (CHIEF LEGAL OFFICER), ownership code NA, individual
Sep 30, 2024 to Sep 30, 2024factForm ADV

Controls (4)

← Joye, Christopher, Ronald EdwardOwnerDIRECTOR, CHIEF EXECUTIVE OFFICE AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 20, 2020 to Sep 30, 2024factForm ADV
← Harvey, Darren, PaulOwnerDIRECTOR, ownership code B, individual
Mar 20, 2020 to Sep 30, 2024factForm ADV
← Donnelly, Melda, KayOwnerCHAIR AND DIRECTOR, ownership code NA, individual
Mar 20, 2020 to Sep 30, 2024factForm ADV
← Henricks, Robert, JohnOwnerINDEPENDENT DIRECTOR, ownership code NA, individual
Mar 20, 2020 to Sep 30, 2024factForm ADV

Dated events

Occurred
Sep 29, 2025
Regulatory AUM changed
Coolabah Capital Institutional Investments Pty Limited reported RAUM $9.8B, up 44% from $6.8B (2024-09-30 to 2025-09-29)
Form ADVobserved 4 days ago
$3.0B
Occurred
Sep 30, 2024
Regulatory AUM changed
Coolabah Capital Institutional Investments Pty Limited reported RAUM $6.8B, up 31% from $5.2B (2023-09-04 to 2024-09-30)
Form ADVobserved 4 days ago
$1.6B
Occurred
Aug 18, 2021
Regulatory AUM changed
Coolabah Capital Institutional Investments Pty Limited reported RAUM $5.5B, up 100% from $2.7B (2021-06-02 to 2021-08-18)
Form ADVobserved 4 days ago
$2.7B
Occurred
Sep 2, 2020
Regulatory AUM changed
Coolabah Capital Institutional Investments Pty Limited reported RAUM $2.7B, up 32% from $2.1B (2020-03-20 to 2020-09-02)
Form ADVobserved 4 days ago
$660M
Occurred
Mar 20, 2020
First Form ADV filing
Coolabah Capital Institutional Investments Pty Limited filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca2f4b4d-78a7-b36b-9403-0e39a28d3104
First observed: Mar 20, 2020
Last observed: Sep 29, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED

CRD 308020

SYDNEY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca2f4b4d-78a7-b36b-9403-0e39a28d3104

Data as of Sep 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COOLABAH INSTITUTIONAL CASH PLUS FUND

Liquidity Fund

$85.0M

Sep 4, 2023

Mar 20, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Donnelly, Melda, Kay

CHAIR AND DIRECTOR

yes

09/2015

Mar 20, 2020

Sep 30, 2024

Harvey, Darren, Paul

Director

yes

09/2011

Mar 20, 2020

Sep 30, 2024

Henricks, Robert, John

INDEPENDENT DIRECTOR

yes

03/2017

Mar 20, 2020

Sep 30, 2024

Joye, Christopher, Ronald Edward

DIRECTOR, CHIEF EXECUTIVE OFFICE AND CHIEF INVESTMENT OFFICER

yes

09/2011

Mar 20, 2020

Sep 30, 2024

Bouris, Luke, Benjamin

CHIEF OPERATING OFFICER

06/2018

Sep 30, 2024

DHOLAKIA, SHRETAN

CHIEF RISK OFFICER

12/2022

Sep 4, 2023

Sep 30, 2024

DOUMA, Daniel, Peter

CHIEF FINANCIAL OFFICER

09/2020

Sep 5, 2022

Sep 30, 2024

Saad, Sarah, Patricia

GENERAL COUNSEL (CHIEF LEGAL OFFICER)

01/2022

Sep 30, 2024

City

State

Country

Employees

Also broker-dealer

Sydney

n/a

Australia

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 30, 2024

$6.8B

$5.7B

n/a

2023

Sep 4, 2023

$5.2B

$3.2B

$85.0M

2022

Sep 5, 2022

$4.6B

$3.0B

$85.0M

2021

Aug 18, 2021

$5.5B

$3.6B

$85.0M

2020

Sep 2, 2020

$2.7B

$1.8B

$85.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$9.8B

$5.2B

89.5%

$5.5B

21.3%