RIA Intel›Advisers›Missouri›CORTLAND ASSOCIATES INC

CORTLAND ASSOCIATES INC

Advisory

N·ST. LOUIS, MO

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$958M

1-Year AUM Growth

+8.1%

3-Year CAGR

-4.9%

Employees

3

Assets Under Management

Total AUM$958M

Discretionary AUM$958M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients390

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingFeb 9, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORTLAND ASSOCIATES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.