CT Investment Management Co, LLC

RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$2.2M
Accounts
3
Employees
13
Advisory reps
7

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 an SEC-registered adviser (registered in 2012) that operates as a limited liability company focused on pooled investment vehicles, with an institutional client base. The firm is classified across multiple fund types—real estate funds, securitized asset funds and a broader multifaceted fund-manager role—and its advisory work centers on portfolio management for pooled vehicles. Compensation comes through a mix of asset-based fees and performance fees. The firm reports a related adviser relationship and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

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Contacts

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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

FINTRX

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