Asset ManagerRIA · CRD 294766SEC-Registered

Updated:

Cordis Financial

Cordis Corporation is an SEC-registered investment adviser in Minneapolis, MN, registered since 2018. It manages approximately $361 million in regulatory...

Cordis Financial

Cordis Corporation is an SEC-registered investment adviser in Minneapolis, MN, registered since 2018. It manages approximately $361 million in regulatory assets. The firm has 7 employees and 5 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Minneapolis

Corporate office

Austin, TX, United States

Additional offices

Santa Clara, CA, United States

Frequently asked questions

What is Cordis Financial's investment mandate?

The firm's public materials describe a values-alignment planning approach rather than a specific investment mandate. It does not name asset classes, target sectors, or deployment vehicles. Without a disclosed strategy or portfolio, its actual investment posture is not publicly verifiable.

Who runs investment decisions at Cordis Financial?

Cordis Financial has not publicly named any principals, advisors, or investment committee members on its website or LinkedIn presence. Leadership and decision-making structure are unknown.

Does Cordis Financial manage outside capital or operate as a family office?

The firm has not publicly disclosed its regulatory registration status, client base, or whether it manages external capital. No wealth origin or founding family has been identified.

How does Cordis Financial source its investment opportunities?

No sourcing model is disclosed. Without named investments, co-investors, or sector focus, the firm's origination process cannot be characterized from public sources.

What is Cordis Financial's stance on reporting or transparency?

Cordis Financial maintains a minimal public footprint. The firm does not publish performance data, AUM figures, thought leadership, or investment commentary. All material facts about strategy, size, and leadership remain undisclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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