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Chief Executive Officer and Portfolio Manager · Cordoba Advisory Partners LLC

Rami R. Sarafa

CRD 4564524 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cordoba Advisory Partners LLC, an SEC-registered wealth manager based in New York, NY with $2.8 billion in regulatory assets, lists Rami R. Sarafa on its Form ADV as Chief Executive Officer and Portfolio Manager, a control person. The SEC filings also name Rami at 1 other registered adviser.

Firms and roles

AtlasMembers

Rami’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Natasha-Christina N. AkdaChief Compliance Officer / Chief Operating Officer / Chief Legal Counsel, Cordoba Advisory Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rami’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.