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.

How does Course Management Investment Advisors source proprietary deal flow?

The firm's sourcing process is not publicly detailed. As a direct investor in real estate and infrastructure, it likely relies on an established network of developers and operators in the Texas region.

Is Course Management Investment Advisors structured as a single family office or an asset manager?

The firm is registered as a traditional investment advisor under the Investment Advisers Act of 1940 (per SEC records). It manages capital for multiple clients and is not structured as a single family office.

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 investment stages does Course Management Investment Advisors typically target?

The firm targets value-add and opportunistic real estate and infrastructure assets. This implies a focus on operational improvements and repositioning rather than core or development-stage investments.

Does Course Management Investment Advisors maintain philanthropic structures?

No philanthropic foundations or separate charitable vehicles have been publicly identified in connection with the firm. Clients may maintain separate charitable entities, but they are not part of the firm's disclosed structure.

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.

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