Be advised. This firm is no longer registered.

Courtland Partners, Ltd.

Courtland Partners, Ltd. (CRD# 107444) is a financial advisory firm headquartered in Cleveland, OH. They manage $69,887,114,051 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
127 Public Square, Suite 5050, Cleveland, OH 44114
http://www.courtland.com
By the Numbers
  • Total Assets Under Management
    69,887
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,747,177,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OH

Financial Advisors at Courtland Partners, Ltd.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals