COURANT INVESTMENT MANAGEMENT LLC

other names
  • COURANT INVESTMENT MANAGEMENT LLC

Adviser Profile
As of Date 03/09/2026
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 02/10/2017
Other registrations (1)
AUM* 133,324,614 7%
of that, discretionary 133,324,614 7%
Private Fund GAV* 133,324,614 -2%
Avg Account Size 133,324,614 7%
SMA’s No
Private Funds 1
Contact Info 615 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

185M 158M 132M 106M 79M 53M 26M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$133,324,614

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$26,968,847 % Position24.00% $ Change-10.00% # Change-12.00%
Stck Ticker743315103 Stock NamePROGRESSIVE CORP $ Position$26,454,232 % Position24.00% $ Change-8.00% # Change0.00%
Stck Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$18,333,385 % Position17.00% $ Change-3.00% # Change-8.00%
Stck Ticker90384S303 Stock NameULTA BEAUTY INC COM $ Position$14,019,897 % Position13.00% $ Change-2.00% # Change-11.00%
Stck Ticker337738108 Stock NameFISERV INC $ Position$12,762,300 % Position12.00% $ Change16.00% # Change124.00%
Stck Ticker548661107 Stock NameLOWES COMPANIES INC $ Position$12,058,000 % Position11.00% $ Change-4.00% # Change0.00%

Brochure Summary