Cornerstone Management is an investment advisor in Duluth with $1.34 bn assets under management.
Company profile
Ticker
CSCA
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
SEC advisor number
801-63080
FINRA CRD number
125828
AUM ?
$1.34 bn
(as of 2 Jun 23)
Accounts
1,426
(as of 2 Jun 23)
Employees
16
(6 investment advisory or research)
Address
Cornerstone Management
49F GUANGZHOU CTF FINANCE CENTRE
NO.6 ZHUJIANG EAST ROAD, GUANGZHOU
GUANGDONG PROVINCE,
F4 510623
49F GUANGZHOU CTF FINANCE CENTRE
NO.6 ZHUJIANG EAST ROAD, GUANGZHOU
GUANGDONG PROVINCE,
F4 510623
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
86 20 38917643
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Taylor, Bryan, Charles | Principal | 01/1999 | 50-75% |
Richwine, Tamara, Sillay | Principal | 03/1993 | 10-25% |
Richwine, Samuel, Winters | Chief Operating Officer | 11/2017 | < 5% |
Taylor, Bryan, Charles | Chief Investment Officer and Chief Executive Officer | 06/2005 | < 5% |
Richwine, Samuel, Winters | Principal | 01/2019 | 5-10% |
Smith, Lisa, Ellen | Chief Compliance Officer | 03/2023 | < 5% |
Latest filings (excl ownership)
F-1/A
Registration statement (foreign) (amended)
23 Oct 19
F-1/A
Registration statement (foreign) (amended)
30 Aug 19
F-1/A
Registration statement (foreign) (amended)
13 Feb 19
F-1/A
Registration statement (foreign) (amended)
7 Feb 19
F-1/A
Registration statement (foreign) (amended)
28 Dec 18
F-1/A
Registration statement (foreign) (amended)
30 Nov 18
F-1/A
Registration statement (foreign) (amended)
30 Oct 18
F-1
Registration statement (foreign)
5 Jun 18
DRS/A
Draft registration statement (amended)
16 May 18
Latest ownership filings
No filings