CORDOBA ADVISORY PARTNERS LLC

Overview

Cordoba Advisory Partners LLC is an independent registered investment adviser that operates as a capital allocator for high‑net‑worth individuals, families and institutional clients. The firm runs discretionary and non‑discretionary portfolios and also advises pooled vehicles, which gives it flexibility to deploy capital across bespoke separately managed accounts (SMAs) and pooled fund structures. Its advisory scope includes financial planning, portfolio management for individuals and institutions, and selection of other advisers — a mix that points to a hybrid model of direct portfolio management plus manager selection and fund sponsorship. Investment activity shows a clear equity preference: the firm’s SMA and traded‑securities activity is centered on exchange‑traded equities, supported by mutual funds where appropriate. At the same time Cordoba sources and allocates to a range of alternative managers—including private equity, hedge funds, real estate strategies, commodities, REITs and oil & gas—suggesting a multi‑venue approach to return generation and diversification. The firm also serves as sponsor or general partner on pooled investment vehicles, indicating an active role in structuring and managing alternative investments as well as selecting third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices