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CORTLAND ASSOCIATES INC

ST. LOUIS, MO · CRD 104681 · IAPD ↗ · cortlandassociates.com · 314-726-6164

$958.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — CORTLAND ASSOCIATES INC crossed $1B in regulatory AUM ($788.0M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.