COURTLAND PARTNERS, LTD.
CRD #107444 SEC #801-50190 CLEVELAND, OH 216-522-0330
SEC Registered Private Funds
Total AUM
$68.9B
Discretionary
$1.8B
Employees
26
Clients
--
Accounts
37
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAKNEY, BENJAMIN, FRANKLIN | I | DIRECTOR | NA | |
| BLAKNEY, BENJAMIN, FRANKLIN | I | DIRECTOR | NA | |
| BLAKNEY, BENJAMIN, FRANKLIN | I | MANAGING DIRECTOR | NA | |
| BLAKNEY, BENJAMIN, FRANKLIN | I | MANAGING DIRECTOR | NA | |
| BLAKNEY, BENJAMIN, FRANKLIN | I | MANAGING DIRECTOR | NA | |
| BLAKNEY, BENJAMIN, FRANKLIN | I | MANAGING DIRECTOR | NA | |
| BROWN, ZACHARY, GRANT | I | CHIEF COMPLIANCE OFFICER AND SENIOR ANALYST | NA | |
| BROWN, ZACHARY, GRANT | I | CHIEF COMPLIANCE OFFICER AND SENIOR ANALYST | NA | |
| CANLAS, LOURDES, S. | I | MANAGING DIRECTOR | NA | |
| CANLAS, LOURDES, S. | I | MANAGING DIRECTOR | NA | |
| COOK, JOSEPH, EDWARD | I | DIRECTOR | NA | |
| COOK, JOSEPH, EDWARD | I | DIRECTOR | NA | |
| FOSTER, WILLIAM, JOHN | I | MANAGING DIRECTOR | NA | |
| FOSTER, WILLIAM, JOHN | I | MANAGING DIRECTOR | NA | |
| FOSTER, WILLIAM, JOHN | I | MANAGING DIRECTOR | NA | |
| FOSTER, WILLIAM, JOHN | I | MANAGING DIRECTOR | NA | |
| GARRETT, ZDOLSHEK | I | DIRECTOR | NA | |
| GARRETT, ZDOLSHEK | I | DIRECTOR | NA | |
| HUMPHREY, MICHAEL, JOHN | I | PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| HUMPHREY, MICHAEL, JOHN | I | MANAGING PRINCIPAL | NA | Control |
| KARLOVEC, JOHN, DOUGLAS | I | PRINCIPAL | NA | Control |
| KARLOVEC, JOHN, DOUGLAS | I | PRINCIPAL | NA | Control |
| KLEVE, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| KLEVE, PATRICIA, ANN | I | CONTROLLER | NA | |
| MANAK, CHARLES, ROBERT | I | GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| MANAK, CHARLES, ROBERT | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| MANAK, CHARLES, ROBERT | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| MANAK, CHARLES, ROBERT | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| MANAK, CHARLES, ROBERT | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| MANAK, CHARLES, ROBERT | I | CHIEF COMPLIANCE OFFICER, ANTI-MONEY LAUNDERING COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | |
| NOVATNEY, JOHN, F. | I | MANAGING DIRECTOR | NA | |
| WOLNIK, DANIEL, A. | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| WOLNIK, DANIEL, A. | I | CHIEF FINANCIAL OFFICER | NA | |
| WOLNIK, DANIEL, A. | I | CHIEF FINANCIAL OFFICER | NA | |
| WOLNIK, DANIEL, A. | I | CHIEF FINANCIAL OFFICER | NA | |
| WOLNIK, DANIEL, A. | I | CHIEF FINANCIAL OFFICER | NA | |
| WOLNIK, DANIEL, A. | I | CHIEF FINANCIAL OFFICER | NA | |
| EATON CAPITAL GROUP, LTD. | DE | MANAGING PRINCIPAL | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| EATON CAPITAL GROUP, LTD. | DE | MEMBER | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRINCIPAL | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRINCIPAL | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRINCIPAL | D | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRINCIPAL | D | Control |
| KARLOVEC, JOHN, DOUGLAS | I | PRINCIPAL | D | Control |
| KARLOVEC, JOHN, DOUGLAS | I | PRINCIPAL | D | Control |
| COURTLAND EPPV 2016 LP | DE | MEMBER | C | Control |
| COURTLAND EPPV 2016 LP | DE | MEMBER | C | Control |
| COURTLAND EPPV 2016 LP | DE | MEMBER | C | Control |
| COURTLAND EPPV 2016 LP | DE | MEMBER | C | Control |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | MANAGING PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | MANAGING PRINCIPAL / COO AND MEMBER | B | Control |
| NOVICK, STEVEN, CHARLES | I | MANAGING PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | MANAGING PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | MANAGING PRINCIPAL / COO AND MEMBER | B | |
| NOVICK, STEVEN, CHARLES | I | MANAGING PRINCIPAL / COO AND MEMBER | B | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
| PRU CORPORATION | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PRU CORPORATION | DE | COURTLAND EPPV 2016 LP | F | Control |
| PRU CORPORATION | DE | COURTLAND EPPV 2016 LP | F | Control |
| PRU CORPORATION | DE | COURTLAND EPPV 2016 LP | F | Control |
| PRU CORPORATION | DE | COURTLAND EPPV 2016 LP | F | Control |
| HUMPHREY, JOANNE, M | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, JOANNE, M | I | PRU CORPORATION | E | Control |
| HUMPHREY, JOANNE, MARY | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, JOANNE, MARY | I | PRU CORPORATION | E | Control |
| HUMPHREY, JOANNE, MARY | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, JOANNE, MARY | I | PRU CORPORATION | E | Control |
| HUMPHREY, JOANNE, MARY | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, JOANNE, MARY | I | PRU CORPORATION | E | Control |
| HUMPHREY, JOANNE, MARY | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, JOANNE, MARY | I | PRU CORPORATION | E | Control |
| HUMPHREY, JOANNE, MARY | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, JOANNE, MARY | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | EATON CAPITAL GROUP, LTD. | E | Control |
| HUMPHREY, MICHAEL, JOHN | I | PRU CORPORATION | E | Control |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Notice Filings (2)
CA OH
Address
127 PUBLIC SQUARESUITE 5050
CLEVELAND, OH 44114-1246
United States
Phone: 216-522-0330