DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••••• I••••••••• P•••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Mar 28, 2018 · 17 filings
SEC status approved since Apr 23, 2018
RAUM
$1.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
27
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.6B as of Mar 31, 2026
Mar 28, 2019$668M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20190 then
Employees (5.A)12 as of Mar 31, 2026
Mar 28, 20195 then
Private funds27 as of Mar 31, 2026
Mar 28, 201910 then
RAUM +1.1% over the last fiscal year+7.9% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $60.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
26 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••••• I••••••••• F••• I••• L••• | Private Equity Fund | $445M | 386 | Mar 31, 2022 |
| C••••••••• I••••••••• F••• I•• L••• | Private Equity Fund | $416M | 299 | Mar 28, 2018 |
| C••••••••• R•••••• A•• I••••• F•••• L••• | Other Private Fund | $134M | 77 | Mar 31, 2021 |
| C••••••••• I••••••••• F••• I••• L••• | Private Equity Fund | $65.7M | 173 | Sep 9, 2015 |
| C••••••••• I••••••••• F••• I• L••• | Private Equity Fund | $65.5M | 65 | Sep 9, 2015 |
| C••••••••• W•••••• F•••• L••• | Private Equity Fund | $61.8M | 127 | Mar 15, 2024 |
| C••••••••• M•••• • I• C••••••••• I••• L••• | Private Equity Fund | $47.2M | 19 | Mar 31, 2022 |
| C••••••••• I••••••••• F••• I••••• L••• | Private Equity Fund | $44.9M | 9 | Mar 31, 2022 |
| C••••••••• S••••••• C••••••••• I•• L••• | Private Equity Fund | $40.2M | 58 | Mar 28, 2018 |
| C••••••••• C••••••••• C••••••••• F•••• L••• | Private Equity Fund | $36.1M | 36 | Mar 30, 2017 |
| C••••••••• G•• C••••••••• L••• | Private Equity Fund | $32.8M | 36 | Mar 31, 2022 |
| C••••••••• E•• C••••••••• L••• | Private Equity Fund | $27.4M | 68 | Mar 31, 2022 |
| C••••••••• G•• C••••••••• I•• L••• | Private Equity Fund | $24.6M | 22 | Mar 15, 2024 |
| G••••• E•••••••• F•••• L• | Other Private Fund | $22.4M | 20 | Mar 31, 2023 |
| C••••••••• M•••• • I• C••••••••• I•• L••• | Private Equity Fund | $17.9M | 20 | Mar 31, 2021 |
| C••••••••• C••••••••• C••••••••• F••• I•• L••• | Private Equity Fund | $17.3M | 47 | Mar 28, 2018 |
| C••••••••• M•••• • I• I•• L••• | Private Equity Fund | $15.9M | 3 | Mar 15, 2024 |
| C••••••••• H••• B••• C••••••••• L••• | Private Equity Fund | $15.7M | 49 | Mar 29, 2020 |
| C••••••••• C••••• C••••••••• L••• | Private Equity Fund | $15.4M | 32 | Mar 31, 2021 |
| C••••••••• E••••••••• A••••• C••••••••• L••• | Private Equity Fund | $11.7M | 28 | Mar 28, 2019 |
| C••••••••• E••••••••• A••••• F•••• L••no longer reported | Hedge Fund | $10.6M | 3 | Mar 29, 2020 |
| C••••••••• P•••••• W••• C••••••••• F•••• L•••no longer reported | Private Equity Fund | $10.0M | 18 | Mar 28, 2018 |
| C••••••••• S••••••• C••••••••• L••• | Private Equity Fund | $10.0M | 15 | Mar 30, 2017 |
| C••••••••• M•••• • I• C••••••••• L••• | Private Equity Fund | $2.8M | 24 | Mar 29, 2020 |
| C••••••••• S••••• C••••••••• I•• L••• | Private Equity Fund | $2.4M | 15 | Mar 31, 2023 |
| C••••••••• S••••• C••••••••• F•••• L•••no longer reported | Private Equity Fund | $29,777 | 38 | Mar 28, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A••••• A••••••• M•••• · Partner And Chief Compliance Officercontrolsince 07/2015 · owns 25% to 50%
- H•••••• C••••••••• M•••••• · Partnercontrolsince 07/2015 · owns 25% to 50%
- M••••• A•••••• B••••• · Partnercontrolsince 07/2015 · owns 25% to 50%
- A••••• A••••••• M•••• · Managercontrolsince 07/2015 · owns 25% to 50% of C••••••••• I••••••••• P•••••••• L••
- H•••••• C••••••••• M•••••• · Managercontrolsince 07/2015 · owns 25% to 50% of C••••••••• I••••••••• P•••••••• L••
- M••••• A•••••• B••••• · Managercontrolsince 07/2015 · owns 25% to 50% of C••••••••• I••••••••• P•••••••• L••
- V••••• Z••••••• B••••• · Chief Financial Officersince 12/2023 · owns less than 5%
Entity owners
- C••••••••• I••••••••• P•••••••• L•• · General Partnerdirect · owns less than 5%
- G•• P••••••• I••• · Limited Partnerindirect · owns 75% or more of G•• P•••••• C•••••• S•••••••• M••••• F••• ••• I• L•
- G•• P••••••• I••• · Sole Memberindirect · owns 75% or more of G•• P•••••••• L••
- G•• P•••••••• L•• · Sole Memberindirect · owns 75% or more of G•• P•••••• C•••••• S•••••••• L••
- G•• P•• G• I• L•• · General Partnerindirect · owns F of G•• P•••••• C•••••• S•••••••• M••••• F••• ••• I• L•
- G•• P•••••• C•••••• S•••••••• L•• · Memberindirect · owns 75% or more of G•• P•• G• I• L••
- G•• P•••••• C•••••• S•••••••• M••••• F••• ••• I• L• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- C••••••••• E••••••••• E•••••••• F••• G•• L••bankpooled vehicle sponsorn
- C••••••••• I••••••••• P••••••• G• I• L••bankpooled vehicle sponsorn
- C••••••••• I••••••••• P••••••• G• I•• L••bankpooled vehicle sponsorn
- C••••••••• I••••••••• P••••••• G• I••• L••bankpooled vehicle sponsorn
- C••••••••• R•••••• A•• I••••• F••• G•• L••bankpooled vehicle sponsorn
- C••••••••• W•••••• F••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Larkspur, CA4 employees
- Menlo Park, CA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 25 to 27Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 7 to 6Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 25 to 27Mar 31, 2025 to Mar 31, 2026
- Employees · 13 to 12Mar 31, 2025 to Mar 31, 2026
- Other offices · 3 to 2Mar 31, 2025 to Mar 31, 2026
- Private funds · 25 to 27Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $1.6BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.6B to $1.6BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.6B to $1.6BMar 31, 2025 to Mar 31, 2026
- Accounts · 24 to 25Sep 4, 2024 to Mar 31, 2025
- Advisory employees · 6 to 7Sep 4, 2024 to Mar 31, 2025
- Pooled vehicle clients · 24 to 25Sep 4, 2024 to Mar 31, 2025
- Employees · 12 to 13Sep 4, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 4, 2024 to Mar 31, 2025
- Private funds · 23 to 25Sep 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $1.6BSep 4, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.6B to $1.6BSep 4, 2024 to Mar 31, 2025
- RAUM · $1.6B to $1.6BSep 4, 2024 to Mar 31, 2025
- Accounts · 22 to 24Jul 13, 2023 to Mar 15, 2024
- Pooled vehicle clients · 22 to 24Jul 13, 2023 to Mar 15, 2024
- Employees · 11 to 12Jul 13, 2023 to Mar 15, 2024
- Private funds · 21 to 23Jul 13, 2023 to Mar 15, 2024
- Discretionary RAUM · $1.3B to $1.6BJul 13, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $1.3B to $1.6BJul 13, 2023 to Mar 15, 2024
- RAUM · $1.3B to $1.6BJul 13, 2023 to Mar 15, 2024
- Accounts · 20 to 22Jul 11, 2022 to Mar 31, 2023
- Pooled vehicle clients · 20 to 22Jul 11, 2022 to Mar 31, 2023
- Employees · 8 to 11Jul 11, 2022 to Mar 31, 2023
- Other offices · 2 to 3Jul 11, 2022 to Mar 31, 2023
- Private funds · 20 to 21Jul 11, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.1B to $1.3BJul 11, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $1.3BJul 11, 2022 to Mar 31, 2023
- RAUM · $1.1B to $1.3BJul 11, 2022 to Mar 31, 2023
- Accounts · 16 to 20Jul 9, 2021 to Mar 31, 2022
- Advisory employees · 5 to 6Jul 9, 2021 to Mar 31, 2022
- Pooled vehicle clients · 16 to 20Jul 9, 2021 to Mar 31, 2022
- Employees · 6 to 8Jul 9, 2021 to Mar 31, 2022
- Private funds · 16 to 20Jul 9, 2021 to Mar 31, 2022
- Discretionary RAUM · $776M to $1.1BJul 9, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $776M to $1.1BJul 9, 2021 to Mar 31, 2022
Signals
3 dated events
- C••••••••• I••••••••• P•••••••• L••• reported RAUM $1.1B, up 43% from $776.4M (2021-07-09 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- C••••••••• I••••••••• P•••••••• L••• reported RAUM $667.8M, up 140% from $278.7M (2018-07-03 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- C••••••••• I••••••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Mar 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••••• I••••••••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- C••••••••• I••••••••• P•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cordillera-investment-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••••••-IP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415.738.7944reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026