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CORDILLERA INVESTMENT PARTNERS, L.P.

1 Letterman Dr
C3-950
San Francisco, California 94129
Tel: 415.738.7944

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About CORDILLERA INVESTMENT PARTNERS, L.P.

CORDILLERA INVESTMENT PARTNERS, LP, formally registered with the SEC as CORDILLERA INVESTMENT PARTNERS, LP. The firm was established in 04/23/2018. They have over 4 offices throughout the country.

CORDILLERA INVESTMENT PARTNERS, L.P. is a San Francisco, California based Financial Planning firm with nearly $1,572,528,972 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#277036
SEC#801-113014
Assets Managed by Firm$1,572,528,972
No. of Clients24
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total24$1,572,528,972

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