CORNERSTONE INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 111753
- Registered since
- September 13, 2002
- Website
- cornerstone-ip.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other Investment Advisers63.05%
- Corporations / Businesses14.03%
- Pension & Profit Sharing Plans10.12%
- HNWI6.91%
- Individuals3.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cornerstone Investment Partners, LLC is an SEC-registered investment adviser operating as a limited liability company since 2002. The firm serves both individual and institutional clients and provides portfolio management for individuals, small businesses, and organizations. Compensation is primarily a percentage-of-AUM model but the firm also uses performance-based and other fee arrangements. Cornerstone does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents2%
Contacts
3 of 9THOMAS BUILDER
Marketing & Client ServiceCRD 4169793
DEAN MORRIS
InvestmentsCRD 2187176
NICHOLAS NOTTEBOHM
Portfolio ManagerCRD 5542054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$87.2M in ETFs
100%
$87.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $65M | 883,154 | 74.56% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3438 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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