SourcingSourcing

CORTLAND INVESTMENT MANAGEMENT, LLC

C22
CRD 299369·SEC 801-114572·ATLANTA, GA
AUM
$5.67B
$1B+
Est. Revenue
$56.7M
@ 1% on AUM
Est. EBITDA
$17.0M
@ 30% margin
Est. Deal Value
$136.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORTLAND INVESTMENT MANAGEMENT, LLC
CRD
299369
SEC file #
801-114572
EIN
—
DBA names
—

Economics

AUM
$5.67B
AUM band
$1B+
AUM trajectory
'20'26
$1.12B → $5.67B▲ +404%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
91
Advisory staff (per ADV)
88
Advisory staff (5-yr trend)
'20'26
52 advisors → 88 advisors▲ +69%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cortland.com/investors

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORTLAND HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
CORTLAND HOLDINGS, LLC
ALTMAN, MICHAEL, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORTLAND.COM
Rdap Domain Creation Date
1994-08-23T04:00:00Z
Rdap Firm Age Years
32
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
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Wells Fargo4
E*trade4
U.s. Bank2
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-22T04:00:00Z
Rdap Domain Last Changed
2023-08-21T15:57:52Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
ALTMAN, MICHAEL, EDWARD
Executive Officer · 2.5%
7049615
DEFRANCIS, STEVEN, JOEL
Executive Officer · 2.5%
7049609
KIM-SUK, SANDRA, ANN
Executive Officer · 2.5%
2228389
MAY, COREY, BRENDAN
Executive Officer · 2.5%
7049617
SHULTZ, GREGORY, ALLEN
Executive Officer · 2.5%
5775563
STIKER, EDWARD, SMITH
Executive Officer · 2.5%
2344749