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| Corda Investment Management LLC
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| CRD # | 108046 |
| SEC # | 801-57097 |
| CIK # | 0001545812 |
| AUM | 2,000.1 M (2026-02-10) |
| Employees | 32 (81% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-439-0665 |
| Address | 8955 Katy Freeway Houston, TX 77024-1626 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001545812 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 62.5 | ||
| Alphabet Inc | 59.5 | ||
| Health Care REIT Inc /DE/ | 52.5 | ||
| Schwab Charles Corp | 52.0 | ||
| Merck & Co Inc | 51.4 | ||
| Deere & Co | 50.7 | ||
| Johnson & Johnson | 50.7 | ||
| US Bancorp de | 47.9 | ||
| PepsiCo Inc | 46.9 | ||
| Apple Inc | 46.7 | ||
| Amazon Com Inc | 45.6 | ||
| Corning Inc /NY | 43.5 | ||
| Camden Property Trust | 41.7 | ||
| Nutrien Ltd | 40.5 | ||
| Verizon Communications Inc | 39.7 | ||
| Simon Property Group Inc /DE/ | 37.5 | ||
| Applied Materials Inc /DE | 37.1 | ||
| Kraft Foods Inc | 34.9 | ||
| Procter & Gamble Co | 33.6 | ||
| CNA Financial Corp | 33.5 | ||
| Pfizer Inc | 33.4 | ||
| Coca Cola Co | 31.6 | ||
| ASML Holding NV | 27.5 | ||
| Highwoods Properties Inc | 27.4 | ||
| McDonalds Corp | 26.3 | ||
| Hershey Co | 24.1 | ||
| Medtronic Holdings Ltd | 23.6 | ||
| Cousins Properties Inc | 23.2 | ||
| Honeywell International Inc | 22.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 794 | 0.4 |
| (b) Individuals (high net worth individuals) | 565 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,099 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,994 | 1.9 |
| Non-Discretionary | 105 | 0.1 |
| Total | 3,099 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,099 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001545812] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 6 |
| Serves | Institutional, Retail |
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