Cd&r Ferdinand Holdings, L.P.
PartnerBordeaux Wealth Advisors LLC
About Cd&r Ferdinand Holdings, L.P.
Cd&r Ferdinand Holdings, L.P. is listed as Partner at Bordeaux Wealth Advisors LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Bordeaux Wealth Advisors LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Cd&r Ferdinand Holdings, L.P. work?
Cd&r Ferdinand Holdings, L.P. is listed as Partner at Bordeaux Wealth Advisors LLC on SEC Form ADV.
How much of Bordeaux Wealth Advisors LLC does Cd&r Ferdinand Holdings, L.P. own?
Form ADV reports a beneficial ownership band of 50-75%.
Bordeaux Wealth Advisors LLC
| Title | Partner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |