Investment adviser · CRD 131394
CORTINA ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Mar 29, 2019
- Regulatory AUM
- $1.69B Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 5 | $468,986,244 | 27.7% |
| Government entities | 8 | $399,291,258 | 23.6% |
| Corporations & businesses | 5 | $340,839,765 | 20.1% |
| Investment companies | 2 | $233,985,347 | 13.8% |
| Insurance companies | Fewer than 5 | $152,954,278 | 9.0% |
| Charities | 12 | $53,101,005 | 3.1% |
| High-net-worth individuals | 14 | $43,911,809 | 2.6% |
Filing source
Form ADV 1296229 · Mar 29, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
825 NORTH JEFFERSON STREET, SUITE 400MILWAUKEE, WI, 53202, United States
CRD 131394
Filing source
Form ADV 1296229 · Mar 29, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.