CORDOBA ADVISORY PARTNERS LLC
SEC RegisteredAbout the firm
Cordoba Advisory Partners is an SEC Registered Investment Advisory Firm based in New York City providing investment advisory services to UHNW individuals, families, institutions, and corporations globally. The firm's core focus is disrupting outdated private bank and asset management models through sophisticated and differentiated exposure to liquid capital markets and private deal origination. CAP's integrated platform encompasses portfolio construction, asset allocation, fee compression, fiduciary structuring, deal sourcing, governance, and technology solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services including identification of investment goals, assessment of current portfolios, dynamic asset allocations, fee compression and cost optimization, portfolio construction and management, trade execution and oversight, and in-depth due diligence. Also offers solutions and structuring across generational wealth and legacy planning, philanthropy and endowment advisory, and concierge and lifestyle management. Additionally provides data consolidation and holistic reporting through a centralized integrated platform.
Who they serve
UHNW individuals, families, institutions, corporations, family offices, non-profit organizations, endowments, and family foundations globally.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 57 | $2.2B |
| Pension/Profit Sharing Plans | 2 | $35M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORDOBA ADVISORY PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.