SourcingSourcing

CORTLAND ASSOCIATES INC

B65
CRD 104681·SEC 801-34183·ST. LOUIS, MO
AUM
$958.0M
$500M-$1B
Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORTLAND ASSOCIATES INC
CRD
104681
SEC file #
801-34183
EIN
000000000
DBA names
—

Economics

AUM
$958.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$652.0M → $958.0M▲ +47%
Client mix
Individuals High Net Worth217
Individuals Other163
Pension Profit Sharing Plans5
Charitable Organizations2

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
cortlandassociates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAREY, WILLIAM, MCKINLEY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAREY, WILLIAM, MCKINLEY
PODLESNY, THOMAS, RAYMOND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORTLANDASSOCIATES.COM
Rdap Domain Creation Date
2000-01-19T20:06:44Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
5,573
Form 5500 Total Compensation
7,110
Form 5500 Compensation Trajectory 3y
20257,110
20240
Form 5500 Plan Count Trajectory 3y
20242
20251
Schedule C Total Compensation
7,110
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001014315
Edgar Registered
Yes
Edgar Filing Count
111
Edgar First Filing Date
1999-05-17
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
108
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001140361-26-018075

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Wells Fargo1
Edgar Addresses
Mailing
8000 MARYLAND AVESUITE 730ST LOUIS, MO 63105
Business
8000 MARYLAND AVESUITE 730ST LOUIS, MO 63105
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-30 · 0001140361-26-018075
13F-HR2026-01-28 · 0001140361-26-002617
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T20:06:44Z
Rdap Domain Last Changed
2026-01-20T12:17:51Z
Rdap Nameservers
Ns1.linode.comNs2.linode.comNs3.linode.comNs4.linode.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1793529
Trust Company Affiliate
No

People (4)

4
CAREY, WILLIAM, MCKINLEY
IAR · Direct Owner · 62.5%
1793529
PODLESNY, THOMAS, RAYMOND
IAR · Direct Owner · 37.5%
1447010
MATTHEW JOSEPH HICKS
IAR
1282087
JOHN DAVID O'KEEFE
IAR
351703