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- Custodian
- Baird · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 04-20-1989
- Office Locations
- 2
Office Locations
About Cortland Associates INC
Cortland Associates is a boutique, value-based investment manager offering wealth management, risk management, and personalized client service. The firm builds concentrated, research-driven portfolios typically holding 15-25 equities, and may use select debt instruments when income needs or relative valuations are compelling. Serves retail and institutional clients.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM MCKINLEY CAREY
President
- CRD
- #1793529
- Ownership
- 50% but less than 75%
THOMAS RAYMOND PODLESNY
Chief Compliance Officer, Chief Operating Officer
- CRD
- #1447010
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
MATTHEW JOSEPH HICKS III
Chief Compliance Officer, Chief Operating Officer, Managing Director
- CRD
- #1282087
JOHN DAVID O'KEEFE
--
- CRD
- #351703
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $958,000,000 | $2,475,452 |
| Non-Discretionary | $0 | -- |
| Total | $958,000,000 | $2,475,452 |
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Separately Managed Accounts
Total SMA Asset: $958,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $312,635,382 | 28.4% |
| Cash | $278,509,689 | 25.3% |
| U.S. Government/Agency | $509,683,739 | 46.3% |
| Total | $1,100,828,810 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FUSION FOUNDATION | HORIZON EAGLE | X9MZDNG3C | ISD | 4.45% | $69,396,013 |
| FUSION PIONEER | INSIGHT FUSION | GDZFM3XRQ | ORPY | 8.56% | $23,189,639 |
| DELTA VERTEX | RIDGE GLACIER | 5ZCU86YOV | WSXQD | 11.84% | $84,111,612 |
| LEGACY PRIME VITAL | VALUE NORTH | 4MOLKI971 | CUE | 3.77% | $38,540,075 |
| OPTIMA EMBER | VECTOR OPTIMA | Y9UHM60I7 | JQS | 5.54% | $56,045,791 |
| MOMENTUM MATRIX RADIAL | CATALYST FRONTIER | W7BQ89EN5 | STX | 1.71% | $99,583,728 |
| VECTOR VERTEX | MOMENTUM RADIAL | AFFO1U8LU | VKMGR | 12.40% | $75,261,855 |
| EMBER OPTIMA | PIONEER FOUNDATION | NOMXEBZWW | ZCFKA | 2.89% | $106,507,072 |