CORTLAND INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 299369
- Registered since
- January 28, 2019
- Website
- cortland.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4STEVEN DEFRANCIS
Chief Executive OfficerCRD 7049609
MICHAEL ALTMAN
Chief Investment OfficerCRD 7049615
GREGORY SHULTZ
Chief Compliance OfficerCRD 5775563
Contacts
2 of 2COREY MAY
General CounselCRD 7049617
EDWARD STIKER
Senior Managing PartnerCRD 2344749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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