CORTLAND ASSOCIATES INC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 104681
- Registered since
- April 20, 1989
- Website
- cortlandassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC., ROBERT W. BAIRD & CO. INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.71%
- Individuals6.36%
- Charitable Organizations1.91%
- Pension & Profit Sharing Plans1.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cortland Associates Inc. is a privately owned corporate RIA that has been SEC-registered since 1989. The firm serves both individual and family clients as well as institutional and business clients, operating primarily as a portfolio manager for individuals/small businesses and for businesses or institutions. Its advisory fees are charged as a percentage of assets under management. Cortland does not identify itself as an active ESG investor and is not listed as a pension consultant or capital allocator in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents9%
- US Government Bonds2%
Owners & executives
2 of 2WILLIAM CAREY
President, Chief Investment OfficerCRD 1793529
THOMAS PODLESNY
Chief Operating OfficerCRD 1447010
Contacts
2 of 2MATTHEW HICKS
Senior Vice PresidentCRD 1282087
JOHN O'KEEFE
ConsultantCRD 351703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$6M in ETFs
87%
$5.2M
13%
$774K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.5M | 2,306 | 25.11% |
Location
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 8000 Maryland Ave
- Time zone
- CT (UTC-6)
- Office locations
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