Corcovado Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,319,529
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Corcovado Investment Advisors is a small, state-registered investment adviser that provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and integrates financial planning into its advisory engagements. The firm charges asset-based management fees and also offers hourly consulting for select projects, with consulting billed separately from ongoing portfolio management.
The firm’s investment process begins with a top-down analysis of macroeconomic indicators and applies quantitative portfolio construction techniques, including risk parity and volatility-targeting, to pursue risk-adjusted outcomes. Where appropriate, Corcovado implements listed equity and index option strategies (such as protective puts and covered calls) and uses proprietary option-pricing and risk-monitoring tools as part of its hedging and risk-management framework.
Compared with peers, the firm is notable for its small asset base and single-owner structure combined with decades of institutional trading and portfolio-management experience, and for serving HNW individuals through SMAs—an uncommon client focus for firms in this category. It also provides non-advisory expert witness and litigation-support services and recently withdrew a Commodity Trading Advisor registration to operate solely as a state-registered investment adviser, reflecting a distinct regulatory and business profile.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Under $500,000 - $499,999: Negotiated $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
Account minimum: $500,000 (recommended, not strictly required) Fee-only: Hourly consulting fees at $350 per hour, billed monthly or invoiced directly
Main office location
Corcovado Investment Advisors, LLC
San Francisco CA, United States
Number of offices
1
Most active in
Corcovado Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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