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Cordoba Advisory Partners LLC

Cordoba Advisory Partners LLC. CRD 310199

Cordoba Advisory Partners LLC logo

CRD: 310199

Cordoba Advisory Partners LLC

NEW York, NY, 10022
9177464806
www.cordobapartners.co
$2.8B Total AUM
$1.8B Disc. AUM
38.1% 3Y CAGR
11 Employees
62 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
JP Morgan
Clients
Retail and Institutional
Platforms
Focus
Established Date
05-01-2021
Office Locations
1

Office Locations

488 Madison Ave., 24th Fl. NEW York NY

About Cordoba Advisory Partners LLC

Cordoba Advisory Partners LLC is a NEW York-based RIA. The firm has been operating for 5 years. Managing $2.8B in total assets under management, with 7 advisory representatives. They custody assets with JP Morgan. Services offered include Asset Management, Charitable Giving, Financial Planning.

Team overview

38 AVG AGE
$402.0M AVG AUM / ADVISOR
$45.4M AVG AUM / CLIENT
3 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Beacon vertex Vector insight Harbor pioneer Fusion eagle Insight pathway

Client Personas

Foundation unison

Custodian

Optima Glacier Ember Insight delta Wave crest

Investment Themes

Vector

Investment Vehicles

Vector insight Ember

Services

Insight crest Horizon Zenith Catalyst Summit Vital atlas Oak

Technology

Pioneer

Owner & Executives

N

Natasha-Christina Nadeem Akda

Chief Compliance Officer, Chief Legal Counsel, Chief Legal Officer, CHIEF OPERATING OFFICER, Founder

CRD
--
Ownership
Less than 5%
(614) 444-9846
glacier.summit@embercapital.com
in linkedin.com/in/harbor-foundation
R

RAMI RYAN SARAFA

Chief Executive Officer, Founder, PORTFOLIO MANAGER

CRD
#4564524
Ownership
Less than 5%
(751) 567-7399
fusion.focus@embercapital.com
in linkedin.com/in/crest-delta

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Contacts

J

Jose Miguel Cadapan Antonio

--

CRD
#7941683
(306) 637-3564
fusion.unison@momentumcapital.com
in linkedin.com/in/atlas-harbor
O

Omar El Hoffi

Analyst

CRD
#7785553
(554) 459-2912
quantum.focus@zenithcapital.com
in linkedin.com/in/oak-quantum
T

Timber atlas

Capital vector legacy

CRD
#99217
(531) 982-6760
vector.unison@meridiancapital.com
in linkedin.com/in/unison-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-30-2022
03-31-2023
03-29-2024
03-28-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $1,814,960,292 $29,273,553
Non-Discretionary $999,224,016 $62,451,501
Total $2,814,184,308 $36,079,286

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Separately Managed Accounts

Total SMA Asset: $2,777,635,234

$2.8B Total SMA
Equity - Exchange:
19.8%
Cash:
33.8%
Equity - OTC:
23.6%
Other:
22.8%
Asset class Assets Assets %
Equity - Exchange $1,503,475,011 19.8%
Cash $2,566,538,150 33.8%
Equity - OTC $1,792,020,720 23.6%
Other $1,731,274,254 22.8%
Total $7,593,308,135 100.0%

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