CORDA Investment Management is an investment advisor in Houston with $1.45 bn assets under management.
Company profile
Website
Employees
Former names
Barnes Bonner Castles
SEC CIK
SEC advisor number
801-57097
FINRA CRD number
108046
AUM ?
$1.45 bn
(as of 15 Jun 23)
Accounts
2,890
(as of 15 Jun 23)
Employees
25
(19 investment advisory or research)
Office hours
Monday - Friday, 8:30AM-5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Barnes, Dana, Wahl | Trustee | 12/2014 | |
Barnes, Bonner, Castles | Managing Member | 05/2012 | > 75% |
Dana Wahl Barnes Trust | Member | 12/2014 | 10-25% |
the Corrin Barnes Trust | Member | 12/2014 | 10-25% |
Barnes, Corrin, NMI | Trustee | 12/2014 | |
Roberts, Vernon, Keith | Chief Compliance Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22