Cornerstone Partners
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 311296
- Registered since
- November 25, 2020
- Website
- cstonellc.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations98.24%
- Pooled Investment Vehicles1.76%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Partners is an LLC that operates as a multi-strategy investment manager with hedge fund and private equity capabilities. The firm is SEC registered (registration effective 2020) and serves institutional clients through pooled vehicles and bespoke institutional mandates. Its advisory activities include portfolio management for pooled investment vehicles and for businesses or institutions, plus selection of third‑party advisers. Compensation is a mix of a percentage of assets under management and performance-based fees. Cornerstone Partners does not identify as an active ESG investor.
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
- Private Funds69%
- Public Funds/Mutual Funds12%
- US Government Bonds7%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$61M in ETFs
100%
$61M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF (GNR) | State Street | Passive | Natural Resources | $24.1M | 325,320 | 39.43% |
Location
Charlottesville, VA
Albemarle
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Albemarle
- Address
- 675 Peter Jefferson Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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