Private fund adviser · New York, NY
CT Investment Management Co., LLC
SEC-registered investment adviser · CRD 160080 · SEC 801-74143
At a glance
CT Investment Management Co., LLC is an SEC-registered investment adviser based in New York, New York, with $7 million in regulatory assets under management as of its Form ADV filed September 8, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,667th of 4,686 private fund advisers and 16,345th of 17,210 SEC-registered advisers by assets.
Main office 212-583-5000LinkedInAs filed on Form ADV
- Regulatory AUM
- $7M
- Rank among private fund advisers
- #4,667 of 4,686
- Rank among all SEC RIAs
- #16,345 of 17,210
- Rank in New York
- #2,477 of 2,591
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Scott A. MathiasChief Compliance Officer
- Timothy S. JohnsonGlobal Head of Blackstone Real Estate Debt Strategies
- Nadeem N. MeghjiGlobal Head of Real Estate
- Brett D NewmanReal Estate Chief Financial Officer
- Brian K. KimGlobal Chief Operating Officer of Blackstone Real Estate Debt Strategies
- Carey S. RobertsGeneral Counsel of Real Estate
Custody and brokerage
Custodian
CT Investment Management Co., LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
CT Investment Management Co., LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Blackstone Securities Partners L.P., Currencies Direct LTD. and Everlake Distributors, L.L.C..
- Blackstone Securities Partners L.P. ↗CRD 17917
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Currencies Direct LTD.
- Everlake Distributors, L.L.C.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $7M | 100% |
Private funds
CT Investment Management Co., LLC reports 3 private funds with $7M in gross assets: real estate funds, securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
CT Investment Management Co., LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on CT Investment Management Co., LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 35 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CT Investment Management Co., LLC manage?
CT Investment Management Co., LLC reports $7 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
What kind of firm is CT Investment Management Co., LLC?
CT Investment Management Co., LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are CT Investment Management Co., LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($7 million, 3 clients).
Does CT Investment Management Co., LLC manage private funds?
Yes. It reports 3 private funds with $7 million in gross assets, including real estate funds, securitized asset funds.
Does CT Investment Management Co., LLC have any disciplinary history?
CT Investment Management Co., LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CT Investment Management Co., LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →