CAP provides clients with a broad suite of Investment Advisory Services including:

• Identification of Investment Goals

• Assessment of Current Portfolios

• Dynamic Asset Allocations

• Fee Compression & Cost Optimization

• Portfolio Construction & Management

• Trade Execution & Oversight

• In-Depth Due Diligence

Cordoba further empowers clients with comprehensive proprietary market research and educational resources in addition to monthly and on-demand portfolio reporting encompassing clients’ holistic financial infrastructure.

CAP delivers integrated solutions designed to grow wealth across generations, support philanthropic missions, and simplify operational complexities. CAP’s comprehensive approach is organized across three key service areas:

• Generational Wealth & Legacy Planning – In collaboration with clients’ preferred trustees and legal advisors, CAP designs and implements long-term strategies that facilitate generational wealth transfer while honoring their values. This includes family governance, and assistance with fiduciarily and trust frameworks which embody client missions while maximizing tax efficiency.

• Philanthropy & Endowment Advisory – Cordoba works with non-profit organizations, endowments, and family foundations to manage and grow charitable assets through mission-aligned guidance that balances purpose with performance. CAP can also assist clients with institutionalizing their giving to maximize long-term impact.

• Concierge & Lifestyle Management – CAP provides a suite of high-touch services designed to ease administrative burdens inclusive of real estate oversight & management, travel & hospitality stewardship, and bill & expense management.

Cordoba's solution is designed to transform fragmented data into a single, actionable source of truth—enhancing transparency, efficiency, and strategic oversight. Cordoba Advisory Partners works with non-profit organizations to strategically manage and grow their wealth for the long run with mission-aligned and risk-aware investment advice and strategies.

CAP provides clients with a centralized, up-to-date view of their entire financial ecosystem through a secure, integrated platform. Cordoba aggregates assets and liabilities across banks, custodians, investment accounts, and private holdings, with the aim of delivering clear, consolidated reporting.

This approach is designed to streamline data collection and reconciliation across institutions, with the goal of ensuring maximum accuracy. Clients benefit from daily tracking and access to performance, exposure, and risk—segmented by institution, asset class, and security.

CAP delivers detailed performance attribution, interactive dashboards, and bespoke reporting—empowering clients to make informed decisions with complete visibility.

Cordoba's solution transforms fragmented data into a single, actionable source of information—enhancing transparency, efficiency, and strategic oversight.

At Cordoba Advisory Partners, we act as strategic conductors for founders and entrepreneurs, orchestrating their financial evolution from initial growth through liquidity event(s) and beyond. Through our corporate CFO/CIO functionality, we aim to advance clients’ progress through a holistic, proactive approach anchored in both vision and execution. Our commitment is to ensure financial decisions—at every stage—drive enduring enterprise value and operational excellence for our clients.

• Outsourced CFO/CIO Functionality

• Integrated, Forward-Looking Financial Strategy

• Strategic Resource & Capital Sourcing

• Dynamic Corporate Governance Support & Structuring

• Robust Treasury, Dividend & Investment Oversight

• Transactional Advisory

By working to harmonize these elements, CAP maestros the progression of founders and entrepreneurs—facilitating their ability to realize growth, innovation, and financial mastery at every turn.

Cordoba Capital Partners (CCAP), CAP’s private equity arm, specializes in private deal sourcing offering our clients—primarily family offices, institutions, and sophisticated investors—direct access to exclusive private market investments.

CCAP’s approach is centered on building and maintaining robust pipelines of proprietary deals, leveraging both traditional relationships and cutting-edge technology. This blend of relationship and data-driven sourcing enables us to secure investment opportunities ahead of the broader market.

Through CCAP, suitable clients are granted access to a curated selection of investments, including:

• Direct investments straight onto company cap tables (primary & secondary)

• Sponsored fund co-investments

• Fund-of-funds exposure in niche strategies

• Private credit and structured alternatives

Clients working with Cordoba Capital benefit from a systematic, professional, and confidential deal sourcing process designed to capture the value of global private markets in both established and emerging sectors. 

For additional information, please visit cordobacapital.co.