Cortina Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297218
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cortina Capital, LLC is a small, privately held limited liability company that provides portfolio management for individuals and small businesses. The firm bills fees as a percentage of assets under management and reports an owner-type of "individual." It is not positioned as an institutional or capital-allocating manager: the firm is not a pension consultant, not a related adviser, not a multi-state adviser, and it does not self-identify as an active ESG investor. Business activity is focused on discretionary portfolio management for individual and family clients. The firm is not newly formed and does not flag broader institutional advisory services.
Assets & Accounts
Investments & Alternatives
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
- Derivatives90%
- Exchange Traded Equities10%
Contacts
1 of 1
Michael Cortina
Financial AdvisorCRD 5042163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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