COOLABAH INVESTMENT MANAGEMENT (USA) INC
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About the firm
Coolabah Capital Investments (CCI) is an independent active fixed-income manager founded in 2011, with over $17 billion in funds under management. CCI is 62% owned by its investment team and 38% owned by Pinnacle Investment Management, and owns 100% of the retail fund manager Smarter Money Investments Pty Ltd. CCI's edge is in alpha generation in liquid, high-grade global credit and sovereign securities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
CCI manages numerous institutional mandates and a range of fixed-income products including ETFs and funds, offering global and regional fixed-income strategies across long-only, long-short, zero duration, and long duration approaches, including the Coolabah Active Composite Bond Complex ETF (CBOE: FIXD), the Coolabah Short Term Income Active ETF (CBOE: FRNS), the Coolabah Global Floating-Rate High Yield Complex ETF (CBOE: YLDX), and the BetaShares Australian Hybrids Active ETF (ASX: HBRD).
Office locations
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COOLABAH INVESTMENT MANAGEMENT (USA) INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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