Courtland Partners, Ltd. is a large advisory firm based in Cleveland. It manages $68.91 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Ohio.
Courtland Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and qualified professional asset manager ("qpam"). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Courtland Partners, Ltd. is $68.91 billion. The firm's AUM has grown by 70% since the beginning of its operation, and $763.38 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Courtland Partners, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Courtland Partners is state or municipal government entities with 15 clients and $64.57 billion of assets under management. Among the 10 most similar advisory firms, Courtland Partners has the 2nd highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $67.08 billion for 31 clients. 2% of the firm’s clients are foreign persons or businesses.
Courtland Partners also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.
The company employs 26 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Courtland Partners, Ltd. performs its advisory services is located at 127 Public Square, Cleveland, OH 44114 1246, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-522-0330 or by fax 216-522-0331. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at courtland.com.