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CEO · Cortland Investment Management, LLC

Steven J. Defrancis

CRD 7049609 · Named on Form ADV at one SEC-registered adviser

At a glance

Cortland Investment Management, LLC, an SEC-registered private fund adviser based in Atlanta, GA with $5.7 billion in regulatory assets, lists Steven J. Defrancis on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael E. AltmanCIO, Cortland Investment Management, LLC
  • Corey B. MayGeneral Counsel, Cortland Investment Management, LLC
  • Edward S. StikerSenior Managing Partner, Head of Client Relations & Capital Markets, Cortland Investment Management, LLC
  • Sandra A. Kim-SukChief Financial Officer, Cortland Investment Management, LLC
  • Gregory A. ShultzChief Compliance Officer, Cortland Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.