Cortland Associates Inc
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
FINTRXOverview
Cortland Associates Inc is an independent registered investment adviser that has been SEC-registered since 1989 and is organized as a corporation owned by an individual. The firm provides fee-based portfolio management for both private clients (individuals and families) and institutional clients, charging a percentage of assets under management. Its advisory scope explicitly includes portfolio management for individuals and small businesses as well as for businesses or institutions. Cortland does not identify as an active ESG investor and is not listed as a capital allocator; it also reports roles as a sponsor, general partner, or managing member of pooled investment vehicles, indicating direct involvement in creating or operating some private pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents9%
- US Government Bonds2%
Owners & executives
2 of 2
William Carey
President, Chief Investment OfficerCRD 1793529

Thomas Podlesny
Chief Operating OfficerCRD 1447010
Contacts
2 of 2
Matthew Hicks
Senior Vice PresidentCRD 1282087
John O'keefe
ConsultantCRD 351703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$6.2M in ETFs
100%
$6.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.7M | 2,287 | 27.69% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 8000 Maryland Ave
- Time zone
- CT (UTC-6)
- Office locations
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