CORDILLERA INVESTMENT PARTNERS, L.P.

RIASEC RegisteredEst. 2018
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$60.9M
Accounts
27
Employees
12
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
277036
Registered since
April 23, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cordillera Investment Partners, L.P. is a limited partnership that operates as a multi-strategy alternative manager, combining private equity and hedge fund activities under a pooled-vehicle advisory model. The firm is SEC-registered (since 2018) and targets institutional clients. Compensation mixes a standard asset-based fee with performance-linked fees. Cordillera acts in sponsor and general partner roles for pooled vehicles and can function as a CPO/CTA where applicable. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Zankhna Vasha

    Chief Financial OfficerCRD 7864045

Contacts

3 of 3
  • ASHLEY MARKS

    Co-Founder and Co-Managing PartnerCRD 3096821

  • CHRISTOPHER HELLER

    Co-Founder and Co-Managing PartnerCRD 3093001

  • AGUSTIN ARAYA

    Co-Founder and Co-Managing PartnerCRD 6015955

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth