The CORDOBA ADVISORY PARTNERS is a privately held investment adviser that advises $2.97Bn in regulatory assets under management held in 4 SEC fund types across 4 investment strategies. CORDOBA ADVISORY PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 155.23% over the last 4-years.
The Group has been registered with the SEC for 5.11 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 488 MADISON AVENUE 24TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 11 employees comprised of 7 investment and 4 non-investment staff. The total number of Employees increased by 175% over the last 5-years.
Their $2.97Bn in assets advised are owned by 17 private funds, 1 public fund and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $2.21Bn or 74.56% of Total Assets and Corporations or Other Businesses own $565mn or 19.04% of Total Assets.
The Group's top investment strategies include Traditional LBO, Early Stage and Multi Strat, representing 62.55%, 20.66% and 14.95% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CORDOBA ADVISORY PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.