Chordata Capital

What Chordata Capital does

Chordata Capital is an anticapitalist wealth management firm founded in Fall 2018 by Tiffany Brown and Kate Poole, operating from Greenbrae, California. The firm moves high-net-worth clients' investments off Wall Street and into community-controlled investments centered on racial and economic justice, including cooperative loan funds, community land trusts, reparative finance projects, and BIPOC-led enterprises. Chordata serves a narrow but deeply engaged client base of approximately 35 individuals, typically with $2M or more to invest, who are committed to redistributing rather than continuing to accumulate wealth. The firm manages over $135M in assets under management, of which $64M has already been transitioned into solidarity economy investments; 100% of investments are committed to racial justice, 85% are led by people of color or multi-racial teams, and 58% are led by women.

Chordata Capital is not a registered entity; the co-founders operate as Investment Advisory Representatives of Natural Investments LLC PBLLC, an independent Registered Investment Advisor that provides the regulatory and compliance infrastructure. The firm has no proprietary technology platform, offering instead personalized advisory services and the Chordata Cohort, a collective investment program where clients pool resources to make solidarity economy investments. Notable products include Investment Advising, the Chordata Cohort, and "Our Approach to Investing" — all relationship-driven services rather than technology products.

The business model is fee-based investment advisory, with revenue likely derived from advisory fees on AUM routed through Natural Investments. Client acquisition is community-led, relying on referrals within radical wealth holder networks including Resource Generation and the New Economy Coalition, supplemented by content marketing (blog, zine, newsletters), earned media coverage, podcasts, and cohort-based convenings. Chordata maintains deep strategic and financial partnerships with movement organizations including RUNWAY, Center for Economic Democracy, Ujima, Seed Commons, Right to the City Alliance, Black Farmer Fund, Communities In Partnership, Invest Appalachia, and East Bay Permanent Real Estate Cooperative, providing curated deal flow and reinforcing ecosystem lock-in.

Name

Chordata Capital

Legal name

Chordata Capital (not a registered entity - individuals are Investment Advisory Representatives of Natural Investments LLC PBLLC)

Website

https://chordatacapital.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Chordata Capital is an anticapitalist wealth management firm that moves high-net-worth clients' capital from Wall Street into community-controlled solidarity economy investments centered on racial and economic justice, managing over $135M in assets across approximately 35 clients.

Ownership category

akta.pro rank

Product category

Wealth Management / Impact Investing

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSABADAD

Private Banking Advisory & Discretionary Portfolio Management

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

SECONDARYBPAJANAE

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Advisory & Consulting (Investment, Strategy)

Keywords

• Investment advisory
• Wealth management
• Impact investing
• Solidarity economy
• Community investing

Headquarters

HQ city

Greenbrae

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: Chordata Capital operates as investment advisory representatives of Natural Investments LLC, an independent Registered Investment Advisor. Revenue is generated through investment advisory fees, likely structured as a percentage of assets under management or fee-only arrangement. The firm manages over $135M in assets under management that are being transitioned into community investments.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Chordata Capital is an anticapitalist wealth management firm that provides investment advisory services to move client capital off Wall Street and into community-controlled investments centered on racial and economic justice. The firm operates as Investment Advisory Representatives of Natural Investments LLC PBLLC, managing over $135M in assets with $64M already transitioned into solidarity economy investments such as loan funds, community land trusts, and cooperative enterprises. Services include personalized portfolio transformation advising and the Chordata Cohort, a collective learning and pooled investment program for like-minded wealth holders.

Product overview

Chordata Capital is an anticapitalist wealth management firm offering investment advisory services. The core offering consists of Investment Advising, which moves client capital from Wall Street to community-controlled investments centered on racial and economic justice, and the Chordata Cohort, a collective investment program where clients pool resources to make aligned investments. The firm manages over $135M in assets under management and has moved $64M into solidarity economy investments. The persons doing business as Chordata Capital are Investment Advisory Representatives of Natural Investments LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advising Personalized investment advisory service that moves client investments off Wall Street and into community-controlled investments centered on racial and economic justice, with portfolios combining long-term planning and wealth redistribution. Clients typically have $2M+ to invest.
• Chordata Cohort Collective learning and investment program where wealth holders come together to learn about solidarity economy investing and make collective investment decisions. The cohort has mobilized millions into community investments through pooled resources and coordinated action.

Quantifiable outcome

• 100% of investments committed to racial justice
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and major.

• Natural Investments LLCcoreStrategic or Co-development PartnerChordata Capital persons (Tiffany Brown and Kate Poole) are Investment Advisory Representatives of Natural Investments LLC, an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments. This partnership provides the regulatory infrastructure and compliance framework for their advisory services.
• RUNWAYcoreStrategic or Co-development PartnerRUNWAY is described as one of Chordata's core partners. Led by Jessica Norwood, RUNWAY is a financial innovation firm working nationally to support Black economic power building. Chordata is invested in RUNWAY's CD program in partnership with Berkshire Bank, in Something Better Foods, and in REAL People's Fund. They co-invest and participate in RUNWAY delegations.
• Center for Economic DemocracycoreStrategic or Co-development PartnerCED published the Social Movement Investing paper and conceived the Movement Finance Forum. Aaron Tanaka serves as a strategic advisor to Chordata. Chordata participated in CED's convenings and co-invests with CED-led initiatives including Community Movement Commons.
• Right to the City AlliancemajorStrategic or Co-development PartnerChordata attended RTTC's member assembly in New Orleans. RTTC is a national alliance of more than 90 community-based organizations. Chordata invests in several organizations connected to RTTC including EBPREC, Local Code Kansas City, Seed Commons, Cooperative Fund of the Northeast, and LEAF.
• Resource GenerationcoreStrategic or Co-development PartnerChordata emerged from the radical wealth holder community including Resource Generation. Kate Poole has been a member since 2013. Many clients come from this network. RG provides community and accountability framework for wealthy people committed to redistribution.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Natural Investments LLC: Independent Registered Investment Advisor under which Chordata's principals operate as Investment Advisory Representatives. Most direct peer given shared regulatory infrastructure, values-aligned advisory approach, and overlapping HNW client base in socially responsible investing.
• Sonen Capital: Impact investment advisory firm serving families, foundations, and advisors seeking alignment between capital and values. Directly comparable in serving HNW and institutional clients with mission-aligned portfolio construction.
• Caprock Wealth Advisors: RIA specializing in customized wealth management for HNW individuals and families, including impact and values-aligned strategies. Comparable in scale and in serving clients seeking personalized, principles-based advisory.
• Clean Yield Asset Management: Employee-owned RIA providing socially responsible investment advisory and portfolio management to individuals and institutions. Comparable as a values-aligned advisory competitor with similar client-mission fit.
• RSF Social Finance: Nonprofit financial services organization offering socially responsible investing, lending, and philanthropic services. Comparable in mission and in deploying HNW capital toward community-controlled and regenerative enterprises.
• Calvert Impact Capital: Nonprofit impact investing firm offering community investment notes and capital to underserved communities and mission-aligned enterprises. Comparable in deploying values-aligned capital to community-controlled projects, though structured differently (notes vs. advisory).
• Progressive Asset Management: Independent, progressive financial advisory firm focused on socially responsible and ESG investing for individuals and organizations. Comparable as a values-aligned RIA serving clients seeking alignment with progressive and justice-oriented values.

Broad incumbents

• Trillium Asset Management: Long-established sustainable and ESG investment manager serving institutional and HNW clients. A larger incumbent in the values-aligned RIA space with broader product set and longer track record than Chordata.

Others

• Resource Generation: Member-based organization of young people with wealth committed to redistributing resources. Not a competitor but a key referral pipeline and ecosystem partner for Chordata; relevant for understanding the demand-side ecosystem of clients they serve.
• Black Farmer Fund: Community-controlled investment fund supporting Black farmers. Comparable as a solidarity-economy investee/partner rather than a competitor; illustrates the type of community-controlled fund Chordata channels client capital into.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/chordata-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chordata Capital