Sign in
Create a free account
COURTLAND PARTNERS, LTD.
CLEVELAND, OH
216-522-0330
SEC #801-50190Total AUM
$68.9B
Employees
26Clients
38Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
127 PUBLIC SQUARE
SUITE 5050
CLEVELAND
OH 44114-1246
United States
SUITE 5050
CLEVELAND
OH 44114-1246
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
216-522-0330
Other Offices
2
Financials
Total AUM
$68.9B
Accounts
37Discretionary
$1.8B
Accounts
12Non-Discretionary
$67.1B
Accounts
25
Clients
Banking Clients
1AUM
$84M
Investment Company Clients
1AUM
$150M
Pooled Vehicle Clients
3AUM
$269.7M
Pension/Profit Sharing Plan Clients
12AUM
$2.1B
Charitable Organization Clients
1AUM
$0
Government Entity Clients
15AUM
$64.6B
Investment Advisor Clients
1AUM
$529.4M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$1.2B
Other Clients
1AUM
$0
Description of Other Clients
ENDOWMENT FUND
Services
Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
QUALIFIED PROFESSIONAL ASSET MANAGER ("QPAM")
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAOH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.