{
  "crd_number": 310199,
  "slug": "cordoba-advisory-partners-llc-new-york-ny-310199",
  "primary_business_name": "CORDOBA ADVISORY PARTNERS LLC",
  "legal_name": "CORDOBA ADVISORY PARTNERS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-21",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 2814184308.0,
  "raum_discretionary": 1814960292.0,
  "raum_non_discretionary": 999224016.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 705322.0,
      "count": 1
    },
    "investment_companies": {
      "raum": 1549074.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 2211931150.0,
      "count": 57
    },
    "pooled_investment_vehicles": {
      "raum": 35000000.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 564998762.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "MA",
    "NJ",
    "NY",
    "TX",
    "WY"
  ],
  "websites": [
    "https://cordobapartners.co",
    "https://linkedin.com/company/cordoba-advisory-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310199",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199",
  "display_name": "Cordoba Advisory Partners LLC",
  "summary": "Cordoba Advisory Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Cordoba Advisory Partners LLC (CRD 310199): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Cordoba Advisory Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cordoba Advisory Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Cordoba Advisory Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Hourly rate: $500 to $1,500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cordoba Advisory Partners LLC located?",
      "a": "Cordoba Advisory Partners LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Cordoba Advisory Partners LLC registered with the SEC or a state?",
      "a": "Cordoba Advisory Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310199."
    },
    {
      "q": "How much does Cordoba Advisory Partners LLC manage?",
      "a": "Cordoba Advisory Partners LLC reports $2,814,184,308 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (64% discretionary)."
    },
    {
      "q": "How have Cordoba Advisory Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cordoba Advisory Partners LLC: Regulatory assets under management: $0 in the October 2021 data and $2,814,184,308 in the October 2026 data. Total employees: 4 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cordoba Advisory Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (57); pooled investment vehicles (other than investment companies and business development companies) (2); investment companies (1)."
    },
    {
      "q": "Which custodians does Cordoba Advisory Partners LLC use?",
      "a": "Cordoba Advisory Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC, Mercury Investment Services LLC and Pictet as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cordoba Advisory Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310199"
    },
    {
      "q": "Does Cordoba Advisory Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"CAP imposes a minimum relationship size of $1,000,000 in assets under management.\""
    },
    {
      "q": "What changed in Cordoba Advisory Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Registered or notice-filed in DE, MA, NJ, TX, WY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2021-09-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1162388842.0,
      "total_employees": 8,
      "filing_date": "2022-04-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1098200000.0,
      "total_employees": 10,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1515091768.0,
      "total_employees": 10,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2609381208.0,
      "total_employees": 9,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2814184308.0,
      "total_employees": 11,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Registered or notice-filed in DE, MA, NJ, TX, WY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 to $1,500 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.50% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "CAP imposes a minimum relationship size of $1,000,000 in assets under management."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 to $1,500 an hour (financial planning services)"
        ],
        "quotes": [
          "CAP offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $500 to $1,500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 500.0,
          "max": 1500.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Investment advisory fees range from 0.50% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "CAP imposes a minimum relationship size of $1,000,000 in assets under management.",
      "CAP offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $500 to $1,500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Mercury Investment Services LLC",
      "name_as_filed": "MERCURY INVESTMENT SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pictet",
      "name_as_filed": "PICTET",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 2211931150.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1549074.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 35000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 705322.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 564998762.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310199",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}