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 institutional registered investment adviser organized as an LLC that provides discretionary portfolio management to both individuals and institutional clients. The firm is SEC-registered (registered in 2002) and charges clients through percentage-of-AUM and performance-based fee arrangements, along with other fee structures. Its advisory work covers separately managed accounts and portfolio management for individuals, small businesses, and institutional entities. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$90.4M in ETFs
100%
$90.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $64.2M | 874,427 | 71.00% |
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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