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Director · Coolabah Investment Management (USA) Inc

Shretan Dholakia

CRD 7786972 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Coolabah Investment Management (USA) Inc, an SEC-registered asset manager based in Miami, FL with $0 in regulatory assets, lists Shretan Dholakia on its Form ADV as Director, a control person. The SEC filings also name Shretan at 1 other registered adviser.

Firms and roles

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Shretan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Christopher A. HiteChief Compliance Officer (US), Coolabah Investment Management (USA) Inc
  • Angus N. BoydDirector, Coolabah Investment Management (USA) Inc
  • Christopher R. JoyeDirector, Chief Executive Office and Chief Investment Officer, Coolabah Capital Institutional Investments PTY Limited
  • Darren P. HarveyDirector, Coolabah Capital Institutional Investments PTY Limited
  • Melda K. DonnellyChair and Director, Coolabah Capital Institutional Investments PTY Limited

3 more people named with Shretan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shretan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.