Asset ManagerRIA · CRD 306974SEC-Registered

Updated:

Course Management Investment Advisors

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in PINEHURST, NC, registered since 2026. The firm manages approximately $100...

Course Management Investment Advisors

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in PINEHURST, NC, registered since 2026. The firm manages approximately $100 million in assets. It employs 4 staff and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

2016

Location

Region

North America

Country

United States

City

Pinehurst

Corporate office

Dallas, TX, United States

Sector focus

Real EstateInfrastructurePrivate Credit

Frequently asked questions

Who runs investment decisions at Course Management Investment Advisors?

The firm does not publicly disclose its investment committee or named principals. Its SEC filings list the firm's chief compliance officer but not the specific decision-makers for portfolio allocations.

Does Course Management Investment Advisors participate in fund commitments or only direct deals?

The firm explicitly focuses on direct investments and co-investments (per its ADV filings). It does not operate a commingled fund structure, meaning clients invest on a deal-by-deal basis.

What is Course Management Investment Advisors' known posture on co-investments alongside external GPs?

Based on its ADV filings, the firm does co-invest with other institutions and family offices. The specific GPs it has partnered with are not publicly named.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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