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Jose miguel Cadapan Antonio

Investment adviser representative at Cordoba Advisory Partners LLC
11 yearsExperience
2 statesRegistered in
$2.8BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Cordoba Advisory Partners LLCAug 2025 to now
  2. Goldman SachsJun 2024 to Aug 2024
  3. Harvard UniversitySep 2023 to Jun 2025
  4. KonsultamdJun 2023 to Aug 2023
  5. RapplerJun 2023 to Aug 2023
  6. Ethos CapitalFeb 2023 to Jun 2023
  7. 93northSep 2022 to Feb 2023
  8. Larson International GroupAug 2022 to Feb 2023
  9. Oya EducationJun 2022 to Aug 2022
  10. Harvard CollegeSep 2021 to May 2025
  11. Navstar AdvisorsAug 2021 to Jun 2022
  12. Mckinsey & Co.Jun 2021 to Aug 2021
  13. Boston City Council Office (michelle Wu)Jun 2020 to Aug 2020
  14. Boston Latin SchoolSep 2015 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, NY).

Cordoba Advisory Partners LLC

$2.8BAssets managed
62Clients
7Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7941683
Firm CRD
310199
Advisor's SEC record (opens in a new tab)
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