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- Custodian
- Baird · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 27, 2026, reported AUM decreased 4.3%, from $1.0B to $958.0M.
Across 5 reported observations, AUM decreased 5.2% between March 29, 2022 and March 27, 2026, from $1.0B to $958.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 387 clients, or 129 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 2 reported office locations and 37 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
WILLIAM MCKINLEY CAREY
President
- CRD
- #1793529
- Ownership
- 50% but less than 75%
THOMAS RAYMOND PODLESNY
Chief Compliance Officer
- CRD
- #1447010
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MATTHEW JOSEPH HICKS III
Senior Vice President
- 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
SMA allocation detail is available
Cortland Associates INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cortland Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.