Cornerstone Investment Partners, LLC

RIASEC RegisteredEst. 2002

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$3.1M

Accounts

862

Employees

Advisory reps

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

FINTRX

Overview

Cornerstone Investment Partners, LLC is an SEC-registered limited liability company that has been operating since 2002 as an institutional RIA. The firm serves both individual and family clients as well as institutional accounts, offering fee arrangements that include a percentage of assets under management, performance-based fees, and other fee structures. Its advisory services focus on portfolio management for individuals and small businesses as well as for businesses and institutional clients. Cornerstone does not identify as an active ESG investor, is not registered as a multi-state adviser in the provided data, and does not operate as a pension consultant or a related adviser under the reporting items.