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 small, institutionally focused manager that concentrates on pooled investment vehicles, with a stated emphasis on securitized assets and real estate strategies. The firm is structured as a limited liability company, has been SEC-registered since 2012, and describes itself as a multifaceted fund manager rather than a traditional capital allocator. Its advisory work centers on portfolio management for pooled investment vehicles and it maintains multiple industry affiliations—including roles that suggest it sponsors or serves as general partner for pooled vehicles and links to broker-dealer, banking, insurance and accounting channels. Investment approach tilts toward structured and real-asset exposures. The firm charges percentage-of-AUM fees and can earn performance-based fees, consistent with manager compensation for closed-end and pooled funds. CT Investment Management Co, LLC also reports being an active ESG investor, which indicates ESG criteria are integrated into its investment or manager-selection processes across at least some portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 6
  • TIMOTHY JOHNSON

    Sr. Managing DirectorCRD 4568908

  • NADEEM MEGHJI

    Sr. Managing DirectorCRD 4981585

  • Scott Mathias

    CCO, Managing DirectorCRD 6622618

Unlock 3 more contacts

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