← Back to searchVisit website
CORTLAND ASSOCIATES INC
CRD 104681 · SEC 801-34183
8000 MARYLAND AVENUE, SUITE 730, ST. LOUIS, MO, 63105, United States
Phone
314-726-6164
Fax
314-726-5936
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$958.0M
Discretionary AUM
$958.0M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $60.9M |
| High net worth individuals | 217 | $869.0M |
| Pension/profit sharing plans | 5 | $9.8M |
| Charitable organizations | 2 | $18.3M |
States served
CA, CO, IL, IN, MA, MI, NE, NJ, NY, NC, VA, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD