CORTLAND INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$5.7B
Discretionary
$5.7B
100% of AUM
Avg account
$709M
Accounts
8
Employees
91
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
299369
Registered since
January 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cortland Investment Management, LLC is an institutional-focused manager that concentrates on pooled real estate investment vehicles. The firm operates as an LLC and serves primarily as advisor and sponsor/GP for its funds, providing portfolio management for pooled investment vehicles rather than acting as a traditional capital allocator. Cortland identifies as an active ESG investor, which it applies across its real estate strategies and related pooled vehicles. Investment activity centers on real estate and real-estate-related strategies, supplemented by exposure to commodity and natural resource opportunities. The firm’s business model blends fund sponsorship and operating-manager responsibilities—acting as managing member and general partner for the vehicles it runs—while structuring fee arrangements that include percentage-of-AUM fees and performance-based fees. Its client base is institutional, reflecting a focus on large, concentrated limited partners in its funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • STEVEN DEFRANCIS

    Chief Executive OfficerCRD 7049609

  • MICHAEL ALTMAN

    Chief Investment OfficerCRD 7049615

  • GREGORY SHULTZ

    Chief Compliance OfficerCRD 5775563

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Contacts

2 of 2
  • COREY MAY

    General CounselCRD 7049617

  • EDWARD STIKER

    Senior Managing PartnerCRD 2344749

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3424 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth