Cornerstone Advisory is a fund manager in Hunt Valley with $1.70 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Cornerstone Advisory, LLP
SEC CIK
IRS number
743193386
SEC advisor number
801-68058
FINRA CRD number
142359
AUM ?
$1.52 bn
(as of 28 Apr 23)
Accounts
2,343
(as of 28 Apr 23)
Employees
14
(7 investment advisory or research)
Address
Cornerstone Advisory
211 OLD PADONIA ROAD
HUNT VALLEY
MD 21030
211 OLD PADONIA ROAD
HUNT VALLEY
MD 21030
Phone
410-468-1694
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cornerstone Advisory | $1.70 bn | |
Outcome Driven Fund, L.P. | $25.86 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 May 22
13F-HR
Quarterly holdings report by institutional manager
23 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21