# Cordoba Advisory Partners LLC

> 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.

- CRD: 310199
- Filed as: CORDOBA ADVISORY PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310199
- AdvisorCensus page: https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199

## Quick answers

**How is Cordoba Advisory Partners LLC compensated?**
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.

**How much does Cordoba Advisory Partners LLC charge?**
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.

**Where is Cordoba Advisory Partners LLC located?**
Cordoba Advisory Partners LLC's principal office is in New York, NY, according to its Form ADV.

**Is Cordoba Advisory Partners LLC registered with the SEC or a state?**
Cordoba Advisory Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310199.

**How much does Cordoba Advisory Partners LLC manage?**
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).

**How have Cordoba Advisory Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cordoba Advisory Partners LLC serve?**
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).

**Which custodians does Cordoba Advisory Partners LLC use?**
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.

**Does Cordoba Advisory Partners LLC report any disciplinary disclosures?**
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

**Does Cordoba Advisory Partners LLC state an account minimum?**
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."

**What changed in Cordoba Advisory Partners LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000

> CAP imposes a minimum relationship size of $1,000,000 in assets under management.

- Hourly rate: $500 to $1,500 an hour (financial planning services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- Mercury Investment Services LLC
- Pictet

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,814,184,308
- Discretionary: $1,814,960,292
- Non-discretionary: $999,224,016

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 57 | $2,211,931,150 |
| Investment companies | 1 | $1,549,074 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $35,000,000 |
| Charitable organizations | 1 | $705,322 |
| Corporations or other businesses not listed above | 1 | $564,998,762 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, MA, NJ, NY, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cordobapartners.co
- LinkedIn @cordoba-advisory-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | September 13, 2021 |
| October 2022 | $1,162,388,842 | 8 | April 30, 2022 |
| October 2023 | $1,098,200,000 | 10 | March 31, 2023 |
| October 2024 | $1,515,091,768 | 10 | March 29, 2024 |
| October 2025 | $2,609,381,208 | 9 | March 28, 2025 |
| October 2026 | $2,814,184,308 | 11 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Registered or notice-filed in DE, MA, NJ, TX, WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cordoba Advisory Partners LLC (CRD 310199): Form ADV filing data as of October 2026.