# Cortland Investment Management, LLC

> 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.

- CRD: 299369
- Filed as: CORTLAND INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299369
- AdvisorCensus page: https://advisorcensus.com/firm/cortland-investment-management-llc-atlanta-ga-299369

## Quick answers

**How is Cortland Investment Management, LLC compensated?**
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.

**Where is Cortland Investment Management, LLC located?**
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).

**Is Cortland Investment Management, LLC registered with the SEC or a state?**
Cortland Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299369.

**How much does Cortland Investment Management, LLC manage?**
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).

**How have Cortland Investment Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cortland Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Cortland Investment Management, LLC report any disciplinary disclosures?**
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

**What changed in Cortland Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 83 to 88. Changed its office addresses in Greenwich, CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,669,602,103
- Discretionary: $5,669,602,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $5,669,602,103 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 91 total, 88 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, CT, FL, GA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Addison, TX
- Charlotte, NC
- Denver, CO
- Greenwich, CT
- Houston, TX
- Orlando, FL
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- [cortland.com/investors](https://cortland.com/investors)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,472,064,719 | 109 | May 25, 2021 |
| October 2022 | $4,652,948,300 | 111 | May 9, 2022 |
| October 2023 | $5,959,125,031 | 117 | May 11, 2023 |
| October 2024 | $5,583,014,381 | 127 | May 21, 2024 |
| October 2025 | $5,427,980,160 | 86 | June 2, 2025 |
| October 2026 | $5,669,602,103 | 91 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 83 to 88.
- Changed its office addresses in Greenwich, CT.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cortland Investment Management, LLC (CRD 299369): Form ADV filing data as of October 2026.