Cordoba Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 2 private funds.
Cordoba Advisory Partners reports 62 clients. They include 57 high-net-worth individuals, 2 pooled investment vehicles and 1 investment company. Of its assets, 64.5% ($1.81B across 62 accounts) are managed with discretion; $999M across 16 accounts are not. Of its clients, 89% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 92% | 79% |
| Investment companies | 2% | <1% |
| Pooled investment vehicles | 3% | 1% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 2% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 57 | $2.21B | 78.6% | $38.8M |
| Investment companies | 1 | $1.55M | 0.1% | $1.55M |
| Pooled investment vehicles | 2 | $35M | 1.2% | $17.5M |
| Charitable organizations | 1 | $705K | 0.0% | $705K |
| Corporations and other businesses | 1 | $565M | 20.1% | $565M |
| Total | 62 | $2.81B | 100% | $45.4M |
- Clients
- 57
- Regulatory AUM
- $2.21B
- AUM share
- 78.6%
- Avg. per client
- $38.8M
- Clients
- 1
- Regulatory AUM
- $1.55M
- AUM share
- 0.1%
- Avg. per client
- $1.55M
- Clients
- 2
- Regulatory AUM
- $35M
- AUM share
- 1.2%
- Avg. per client
- $17.5M
- Clients
- 1
- Regulatory AUM
- $705K
- AUM share
- 0.0%
- Avg. per client
- $705K
- Clients
- 1
- Regulatory AUM
- $565M
- AUM share
- 20.1%
- Avg. per client
- $565M
Total
- Clients
- 62
- Regulatory AUM
- $2.81B
- AUM share
- 100%
- Avg. per client
- $45.4M
- Clients outside the U.S.
- 89%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 1–10
Cordoba Advisory Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Data Aggregation and Reporting Services
- Reporting fees range from 0.12% to 0.50% annually, based on the scope, complexity and level of the reported assets.
- Financial Planning Services
- Financial planning is billed hourly at $500 to $1,500 per hour, or as a fixed engagement fee negotiated from the expected hours.
Cordoba International Holdings, LLC owns 75% or more of Cordoba Advisory Partners. Rami Sarafa is CEO; the leadership team includes Chief Operating Officer Natasha-Christina Akda. It has 11 employees, 7 of them in advisory roles.
Leadership
- Rami SarafaChief Executive Officer and Portfolio Manager
- Natasha-Christina AkdaChief Compliance Officer / Chief Operating Officer / Chief Legal Counsel
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Jose Miguel Cadapan Antonio
- Omar El Hoffi
- Marwan Kanafani
- Mitchell Scott Perrault
- Rami Ryan Sarafa
- Forrest Christopher Scaringe
- Sarah Tabbaa
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 soliciting firms
- Owns 75% or more of Cordoba Advisory Partners LLC
Cordoba International Holdings, LLC
Control person · since May 2021
- Owns 75% or more of Cordoba Advisory Partners LLC
Cordoba International
Control person · since May 2021
- Owns 75% or more of Cordoba Advisory Partners LLC
Rami Sarafa
Control person · since September 2021
Cordoba Advisory Partners’ regulatory assets grew Infinity× from $0 (June 2021) to $2.81B (March 2026); employees rose from 4 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.81B | 62 | 11 | 1 |
| March 2025 | $2.61B | 57 | 9 | 1 |
| March 2024 | $1.52B | 52 | 10 | 1 |
| March 2023 | $1.1B | 49 | 10 | 1 |
| April 2022 | $1.16B | 30 | 8 | 1 |
| June 2021 | $0 | 0 | 4 | 1 |
Besides its headquarters, Cordoba Advisory Partners has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 488 Madison Avenue, 24th Floor, New YorkHQ
Contact and registration details
- Legal name
- Cordoba Advisory Partners LLC
- Headquarters
- 488 Madison Avenue, 24th Floor, New York, NY 10022
- Website
- cordobapartners.co
- Phone
- 917-746-4806
- @cordoba-advisory-partners-llc
- SEC file
- 801-121538
- Structure
- Delaware LLC
- Fiscal year end
- December
Cordoba Advisory Partners uses J.P. Morgan ($578M, 63%), Pictet ($175M, 19%) and Mercury Investment Services ($170M, 18%) as custodians for its separately managed accounts. Cordoba Advisory Partners has custody of client assets.
- PictetPictet · Geneva · $175M19%
- Mercury Investment ServicesMercury Investment Services LLC · San Francisco, CA · $170M18%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $578M63%
At year end, Cordoba Advisory Partners’ separately managed accounts were mostly in stocks (70%) and cash (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $472M across 144 positions; the largest are iShares TR (18.8%), State Str SPDR S&P 500 ETF T (4.8%) and iShares TR (3.8%).
What the accounts hold
- Stocks70%
- Exchange-traded equities60%
- Non-exchange-traded equities10%
- Cash20%
- Other10%
- Properties, art, etc.10%
Reported 13F holdings
- $472M
- Reported 13F value
- 144
- Positions
- 49.7%
- In the 10 largest
- +30.4%
- Value vs. prior quarter
- iShares TR · Core US Aggbd ET18.8%
- State Str SPDR S&P 500 ETF T · TR Unit4.8%
- iShares TR · Iboxx Inv CP ETF3.8%
- iShares TR · 7-10 YR Trsy BD3.6%
- Space Exploration Techn Corp. · Class A Com Stk3.4%
- Vanguard Index Fds · S&P 500 ETF Shs3.3%
- iShares TR · Pfd And Incm Sec3.3%
- Vanguard Intl Equity Index F · FTSE Europe ETF2.9%
- iShares TR · 3 7 YR Treas BD2.9%
- Vanguard Index Fds · Value ETF2.8%
Together, the ten largest are 49.7% of reported value.
How many clients does Cordoba Advisory Partners have?
Cordoba Advisory Partners has 62 clients and manages $2.81 billion for them, as of March 2026. They include 57 high-net-worth individuals, 2 pooled investment vehicles and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Cordoba Advisory Partners offer?
Cordoba Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cordoba Advisory Partners charge?
Cordoba Advisory Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: CORDOBA ADVISORY PARTNERS DISCLOSURE BROCHURE 2026, filed 24 March 2026
Which custodians does Cordoba Advisory Partners use?
Cordoba Advisory Partners’ separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $578M, Pictet (Geneva), with $175M and Mercury Investment Services LLC (San Francisco, CA), with $170M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Cordoba Advisory Partners have?
Cordoba Advisory Partners has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cordoba Advisory Partners invest in?
At the end of its last fiscal year, Cordoba Advisory Partners’ separately managed accounts held 60% exchange-traded equities, 20% cash and equivalents, 10% non-exchange-traded equities and 10% other. The 10% other category is described as: Properties, Art, Etc. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cordoba Advisory Partners?
Cordoba Advisory Partners’ direct owners are Cordoba International Holdings, LLC (75% or more), Cordoba International (75% or more) and Rami Sarafa (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Cordoba Advisory Partners get paid?
Cordoba Advisory Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cordoba Advisory Partners?
Cordoba Advisory Partners’ main office is at 488 Madison Avenue, 24th Floor, New York, NY 10022. Its phone number is 917-746-4806. Its website is cordobapartners.co.