Cortland Associates Inc

RIASEC Registered

Total AUM

$958M

Discretionary

$958M

100% of AUM

Avg account

$2.5M

Accounts

387

Employees

Advisory reps

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

FINTRX

Overview

Cortland Associates Inc is an independent registered investment adviser that has been SEC-registered since 1989. The firm is privately owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its primary advisory work is portfolio management for individuals and small businesses and for businesses or institutions, and it charges fees based on a percentage of assets under management. The firm focuses on public equities as its dominant exposure and does not describe itself as an active ESG investor. While it does not position itself as a capital allocator, Cortland also engages in sponsor and general partner roles and acts as a managing member of pooled investment vehicles, indicating involvement on the private investment side in addition to its advisory activities.