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 investment manager formed as an LLC and operating since 2020. The firm is positioned as a multifaceted fund manager with activities spanning hedge fund and private equity strategies, and it provides portfolio management for pooled vehicles and for institutional or business clients. Cornerstone also performs selection-of-other-advisers duties and acts in sponsor/GP and related sponsor roles across pooled vehicles. Its client base is institutional, and its fee model combines asset-based fees with performance-based compensation. Industry relationships extend beyond pure advisory work; the firm lists affiliations that include broker-dealer, CPO/CTA and futures-related roles, accounting and law firms, insurance, pension consulting, real estate brokerage, and roles as sponsor or managing member of pooled investment vehicles.
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
$65.9M in ETFs
100%
$65.9M
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 | $26.3M | 352,374 | 39.95% |
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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