Corcovado Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and integrates financial planning into those advisory engagements. It also offers non-advisory consulting and litigation support/expert witness services that are performed and billed separately from its investment management business.
Corcovado employs a top-down asset-allocation process supported by ongoing research and advanced statistical techniques, including risk parity, modern portfolio theory, and volatility-targeting, and constructs portfolios across equities, fixed income, and ETFs. Where appropriate, the firm uses listed equity and index options (e.g., protective puts and covered calls) and proprietary option-pricing tools to tailor hedging and risk-management solutions while managing accounts on a discretionary basis.
Compared with many solo independent advisers, the firm discloses and provides performance reporting (including semiannual reports comparing performance to benchmarks), a practice that is uncommon among peers. The firm’s managing member brings multi-decade institutional experience, and the adviser previously maintained a Commodity Trading Advisor registration for proprietary trading and continues to devote a portion of time to expert witness and litigation-support engagements.
Client services
Expertise
Fee options
Under $500,000+: At Advisor’s discretion $500,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% Over $10,000,000+: 0.60%
$350 per hour for consulting engagements, rounded to 15-minute increments
Account minimum: $500,000 (recommended; no strict minimum required) Fee-only: $350 per hour for consulting services, billed monthly or invoiced directly
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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