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 SEC-registered LLC that began reporting as an adviser in 2020 and positions itself as a multi-strategy investment manager with both hedge fund and private equity capabilities. The firm serves institutional clients and charges a mix of asset-based fees and performance-linked compensation. Its advisory scope includes managing pooled investment vehicles, running mandates for businesses or institutions, and selecting third‑party managers. The firm is not presented as an active ESG investor and does not operate as a multi-state adviser. Cornerstone lists a broad set of industry relationships and roles beyond pure advisory work: affiliations include broker‑dealer activities, other investment adviser relationships, commodity pool/CTA and futures roles, as well as connections to accounting, legal, insurance, pension consulting, and real estate brokerage functions. It also identifies itself as sponsor or managing member of pooled vehicles in some capacities.
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
- Private Funds69%
- Public Funds/Mutual Funds12%
- US Government Bonds7%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents4%
Contacts
3 of 12Anne Gerstenmaier
DirectorCRD 6327289
Kathryn Scott
Managing DirectorCRD 7856571
Jae Kwon
Investment DirectorCRD 5025254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$55.9M in ETFs
100%
$55.9M
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 | $21.9M | 325,320 | 39.21% |
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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