Investment adviser · CRD 308020

COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED

Investment adviser filing (IA)

SYDNEY, Australia · Form ADV filed Sep 22, 2026

Regulatory AUM: $13.9B
Client accounts: 53
Employees: 65
Advisory professionals: 25

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other clients	13,325	$8,422,733,679	60.5%
Retirement plans	11	$1,952,201,321	14.0%
Other investment advisers	34	$1,773,873,318	12.7%
Insurance companies	9	$1,347,707,335	9.7%
Sovereign wealth & foreign institutions	Fewer than 5	$372,609,513	2.7%
Charities	8	$29,376,523	0.2%
Investment companies	5	$23,158,581	0.2%

Filing source

Form ADV 2126382 · Sep 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COOLABAH INSTITUTIONAL CASH PLUS FUNDLiquidity Fund · Last reported Sep 4, 2023$85MGross asset value

Fund administrator FUNDBPO PTY LTD SYDNEY, Australia Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG SYDNEY, Australia

Custodian FUNDBPO PTY LTD SYDNEY, Australia Related to adviser: No

Marketer PINNACLE INVESTMENT MANAGEMENT LIMITED SYDNEY, Australia Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PINNACLE INVESTMENT MANAGEMENT LIMITED
CRD 298541 · SEC 801-116850

Fund details & source

Fund ID: 805-9705623329
Reported beneficial owners: 3
Minimum commitment: $1K

Form ADV 1774434 · Sep 4, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 22, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

LEVEL 3, 1 BLIGH STREET
SYDNEY, 2000, Australia

CRD 308020

Filing source

Form ADV 2126382 · Sep 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.