Firm profile

CORTLAND ASSOCIATES INC

ST. LOUIS, MOCRD 104681Latest ADV March 27, 2026

Cortland Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in St. Louis, MO.

Assets Under Management
$958M
Employees
7
Offices
1 office
Total Clients
387
Primary office
ST. LOUIS, MO
8000 MARYLAND AVENUE, SUITE 730, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOThomas R. Podlesny

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
217
2
Individuals
42.1%
163
3
Pension Plans
1.3%
5
4
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$958Mas of March 27, 2026
Discretionary100.0%
$958M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$958M
Total Accounts387
10Y AUM Change+$381M (+66.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee55:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.