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Corda Investment Management, LLC

● SEC registered since 1999CRD 108046SEC# 801-57097Houston, TX
Export (members)
Reg. AUM
$1.73B
Employees
31
Accounts
2,966
Location
Houston, TX

Corda Investment Management, LLC assets under management

Corda Investment Management, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1999. It reports $1.7 billion in regulatory assets under management and employs 31 people.

Corda Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bonner Castles Barnes ControlManaging MemberOver 75%2012
Dana Wahl Barnes TrustMember10-25%2014
The Corrin Barnes TrustMember10-25%2014
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Frequently asked questions

How much does Corda Investment Management, LLC manage?

Corda Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Corda Investment Management, LLC have?

Corda Investment Management, LLC reports 31 employees.

Where is Corda Investment Management, LLC located?

Corda Investment Management, LLC is based in Houston, TX and has been SEC-registered since 1999.

Does Corda Investment Management, LLC disclose fund performance?

Corda Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8955 Katy Freeway, Suite 200, Houston, TX 77024-1626
Phone713-439-0665
Fax713-465-1308
Office hours8:30a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1545812
Discloses disciplinary historyNo

Assets under management

Discretionary$1.64B
Non-discretionary$87M
Total (RAUM)$1.73B