Cortland Investment Management, Llc
- Regulatory AUM
- $5.7B
- Discretionary
- $5.7B
- Clients
- 8
- Avg AUM / client
- $709M
- Accounts
- 8
- Employees
- 91
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $5.7B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $2.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cortland Enhanced Value Fund Vi, L.P. | Real Estate Fund | Delaware | $1.4B | 293 |
| Cortland Enhanced Value Fund V, L.P. | Real Estate Fund | Delaware | $573M | 195 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graham, Christopher, Todd | Trustee | Feb 2013 (14y) | GP / trustee / elected manager of The Kenjack Trust (indirect) | |
| Stiker, Edward, Smith | Senior Managing Partner, Head Of Client Relations & Capital Markets | Aug 2014 (12y) | Less than 5% | |
| Defrancis, Steven, Joel | Ceo | Oct 2014 (12y) | Less than 5% | |
| Enick, Michelle, Cerrone | Trustee | Sep 2016 (10y) | GP / trustee / elected manager of The Kenjack Trust (indirect) | |
| May, Corey, Brendan | General Counsel | Aug 2018 (8y) | Less than 5% | |
| Altman, Michael, Edward | Cio | Nov 2018 (8y) | Less than 5% | |
| Dickson, David, Martin | Cfo | Nov 2018 (8y) | Less than 5% | |
| Kern, Jason, Blair | President Of Investment Management | Jan 2022 (5y) | Less than 5% | |
| Simon, Lindsey, Helaine | Chief Compliance Officer | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cortland Holdings, Llc | Manager, Sole Member | Nov 2018 | A | 75% or more |
| The Kenjack Trust | Member | Oct 2014 | B | ≈ 37.5% – 75% via Cortland Holdings, Llc |
| Ciops Consolidated Holdings, Llc | Member | Dec 2019 | B | ≈ 18.75% – 50% via Cortland Holdings, Llc |
| Cortland Associates, Llc | Member | Dec 2019 | B | ≈ 4.69% – 25% via Ciops Consolidated Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Kenjack Trust: 50% – 75% of Cortland Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Ciops Consolidated Holdings, Llc: 25% – 50% of Cortland Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Cortland Associates, Llc: 25% – 50% of Ciops Consolidated Holdings, Llc × 25% – 50% of Cortland Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cortland Enhanced Value Fund Vi, L.P. | Real Estate Fund | $1.4B | $10.0M | 293 |
| Cortland Enhanced Value Fund V, L.P. | Real Estate Fund | $573M | $10.0M | 195 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗