COURANT INVESTMENT MANAGEMENT LLC
Adviser information for COURANT INVESTMENT MANAGEMENT LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $124.2M |
Non-Discretionary | 0 | $0 |
Total | 1 | $124.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $124.2M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | Performance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
173 SPLENDOR RIDGE DRIVEFRANKLIN
TN
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 615-200-0532, Fax: 888-841-3405
Websites
Chief Compliance Officer
CLAUDE LEVEILLE
MANAGING MEMBER
173 SPLENDOR RIDGE DRIVE
FRANKLIN
TN
United States
Tel:
615-200-0532
Fax:
888-841-3405
C*****@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
COURANT INVESTMENT PARTNERS LP | Hedge Fund | $124.2M | $1.0M | 36 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LEVEILLE, CLAUDE, [NMN] | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 04/2010 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC | BRKA | 6M | 10 | – |
BREAD FINANCIAL HOLDINGS INC COM | BFH | 3M | 72K | – |
CARMAX INC | KMX | 18M | 248K | – |
DEERE & CO | DE | 2M | 5K | – |
JPMORGAN CHASE &CO. COM | JPM | 23M | 115K | – |
LOWES COMPANIES INC COM USD0.50 | LOW | 11M | 50K | – |
PROGRESSIVE CORP COM | PGR | 24M | 116K | – |
SCHWAB CHARLES CORP COM | SCHW | 15M | 198K | – |
ULTA BEAUTY INC COM | ULTA | 4M | 11K | – |