CORDATUS ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
169653

Firm profile

FINTRX

Overview

Cordatus Advisors, LLC is a privately held limited liability company that provides advisory services to institutional clients. The firm is owned by an individual and is not registered as a multi-state adviser; its SEC registration year is not listed. Cordatus does not market itself as an ESG-active manager, is not classified as a pension consultant, and is not identified as a related adviser. Its fee arrangements include performance-based fees and other non-standard structures. Corporate activity indicates the firm serves as a sponsor/GP and managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • David Hussong

    Vice PresidentCRD 6579111

  • DAVID PROCTOR

    OwnerCRD 5053284

  • IAN SCHAAD

    OwnerCRD 2568033

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth