Corcovado Investment Advisors, LLC

Overview

Corcovado Investment Advisors, LLC operates as a small, fee-based advisory boutique focused on financial planning and portfolio management for individuals and small businesses. The firm’s filings show a clear tilt toward public equities as the primary allocation tool; investment activity centers on exchange-traded holdings rather than fixed income or cash. Corcovado charges a combination of percentage-of-AUM fees and hourly advisory fees, which suits clients who need both ongoing portfolio management and episodic planning work. The adviser does not identify as an active ESG investor and reports a single-state operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices