Corda Investment Management, LLC
● SEC registered since 1999CRD 108046SEC# 801-57097Houston, TX
Reg. AUM
$2B
Employees
32
Accounts
3,099
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 $2 billion in regulatory assets under management and employs 32 people.
Corda Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonner Castles Barnes Control | Managing Member | 25-50% | 2012 |
| Dana Wahl Barnes Trust | Member | 25-50% | 2014 |
| The Corrin Barnes Trust | Member | 25-50% | 2014 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Corda Investment Management, LLC manage?
Corda Investment Management, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Corda Investment Management, LLC have?
Corda Investment Management, LLC reports 32 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
| Address | 8955 Katy Freeway, Suite 200, Houston, TX 77024-1626 |
| Phone | 713-439-0665 |
| Fax | 713-465-1308 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1545812 |
| Discloses disciplinary history | No |
Regulatory AUM
$2B▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2Bregulatory AUM
Discretionary $1.94BNon-discretionary $61.8M