Cortland Investment Management, LLC
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Learn more about Cortland Investment Management, LLC
Overview
Cortland Investment Management, LLC is a financial advisory firm based at 3424 Peachtree Road Ne, Atlanta, Georgia, 30326. The firm is registered in several states, including Colorado, Connecticut, Florida, Georgia, North Carolina, and Texas.
Cortland Investment Management, LLC manages $6.0 billion in assets under management (AUM) and oversees 6 accounts, all of which are managed on a discretionary basis. This implies that the firm's portfolio managers have the authority to make investment decisions on behalf of their clients without requiring prior approval.
The firm employs 117 financial advisors. The primary service provided by the firm is portfolio management for pooled investment vehicles. This service involves managing a single portfolio of securities, cash, and other investments, which is shared by multiple investors.
Cortland Investment Management, LLC has affiliations within the financial industry, specifically with an insurance company or agency. The firm utilizes various types of fee structures, including asset-based, performance-based, and other types of fees. However, it does not participate in a wrap fee program, which is a comprehensive charge that includes all management fees and expenses.
The firm primarily works with pooled investment vehicles, which are also its largest client type by accounts. These types of investors pool their money together to gain access to investment opportunities.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cortland Investment Management, LLC by the Numbers
$6.0 billion
117
6
$993.2 million
Fee Structure
Financial advisory fees usually vary depending on which service is offered. However, fees charged by the firm likely include some blend of the following fee types: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its six customers, Cortland Investment Management, LLC's biggest client is pooled investment vehicles. None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cortland Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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