CT Investment Management Co, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$2.2M
Accounts
3
Employees
13
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
160080
Registered since
March 27, 2012
Custodians
MIDLAND LOAN SERVICES
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CT Investment Management Co, LLC is a limited liability company that registered with the SEC in 2012 and serves institutional clients. The firm identifies itself as a manager of pooled vehicles with a focus across real estate and securitized-asset strategies, and it describes its organizational role as a multifaceted fund manager rather than a pure capital allocator. Advisory activity centers on portfolio management for pooled investment vehicles; the firm also acts in sponsor/GP and related-adviser capacities. Fees are charged as a percentage of assets under management and may include performance-based components. CT Investment Management does not designate itself an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Brian Kim

    Global Chief Operating OfficerCRD 8217583

Contacts

3 of 5
  • Scott Mathias

    Scott Mathias

    CCO, Managing DirectorCRD 6622618

  • Brett Newman

    Brett Newman

    Senior Managing DirectorCRD 5348170

  • Timothy Johnson

    Timothy Johnson

    Sr. Managing DirectorCRD 4568908

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth