{ "crd_number": 299369, "slug": "cortland-investment-management-llc-atlanta-ga-299369", "primary_business_name": "CORTLAND INVESTMENT MANAGEMENT, LLC", "legal_name": "CORTLAND INVESTMENT MANAGEMENT, LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-01-28", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 5669602103.0, "raum_discretionary": 5669602103.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 91, "advisory_employees": 88, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 5669602103.0, "count": 8 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CO", "CT", "FL", "GA", "NC", "TX" ], "websites": [ "https://cortland.com/investors" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299369", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/cortland-investment-management-llc-atlanta-ga-299369", "display_name": "Cortland Investment Management, LLC", "summary": "Cortland Investment Management, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Cortland Investment Management, LLC (CRD 299369): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Cortland Investment Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cortland Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Cortland Investment Management, LLC located?", "a": "Cortland Investment Management, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 7 other offices (Schedule D, Section 1.F)." }, { "q": "Is Cortland Investment Management, LLC registered with the SEC or a state?", "a": "Cortland Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299369." }, { "q": "How much does Cortland Investment Management, LLC manage?", "a": "Cortland Investment Management, LLC reports $5,669,602,103 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Cortland Investment Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Cortland Investment Management, LLC: Regulatory assets under management: $2,472,064,719 in the October 2021 data and $5,669,602,103 in the October 2026 data, up 129%. Total employees: 109 in October 2021 and 91 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cortland Investment Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)." }, { "q": "Does Cortland Investment Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299369" }, { "q": "What changed in Cortland Investment Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 83 to 88. Changed its office addresses in Greenwich, CT." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2472064719.0, "total_employees": 109, "filing_date": "2021-05-25" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4652948300.0, "total_employees": 111, "filing_date": "2022-05-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5959125031.0, "total_employees": 117, "filing_date": "2023-05-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5583014381.0, "total_employees": 127, "filing_date": "2024-05-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5427980160.0, "total_employees": 86, "filing_date": "2025-06-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5669602103.0, "total_employees": 91, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 83 to 88.", "Changed its office addresses in Greenwich, CT." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/cortland-investment-management-llc-atlanta-ga-299369.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 5669602103.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299369", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }