Cordoba Advisory Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $2.8B in regulatory assets under management, 11 employees, and 78 accounts.
Assets Under Management
$2.8B
Employees
11
Offices
--
Total Clients
62
Primary office
NEW YORK, NY
488 MADISON AVENUE, 24TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.9% of total clients.
Top client categories% of clientsClients
1
HNWI
91.9%
57
2
Pooled Investment Vehicles
3.2%
2
3
Investment Cos.
1.6%
1
4
Charitable
1.6%
1
5
Corporations
1.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 24, 2026
Discretionary64.5%
$1.8B
64% of total RAUM64.5%
Non-discretionary35.5%
$999M
36% of total RAUM35.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.8B
Total Accounts78
10Y AUM Change+$2.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee6:1
10Y Employee Change+7 (+175.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.