CornerStone Partners is an investment advisor in Charlottesville with $8.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541861526
SEC advisor number
801-61507
FINRA CRD number
118221
AUM ?
$8.94 bn
(as of 27 Mar 20)
Accounts
13
(as of 27 Mar 20)
Employees
23
(13 investment advisory or research)
Address
CornerStone Partners
675 PETER JEFFERSON PKWY
STE 160
CHARLOTTESVILLE
VA 22911
675 PETER JEFFERSON PKWY
STE 160
CHARLOTTESVILLE
VA 22911
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
4342962300
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Brooks, Peter, Connick | Retired, Member | 07/1997 | 5-10% |
| Laing, Donald, NMN | Retired, Member | 07/1997 | 5-10% |
| Schuyler, Kevin, William | Senior Managing Director, Member | 10/2009 | 10-25% |
| Laing, Christopher, Caulkins | Senior Managing Director, Member | 01/2011 | 10-25% |
| Russell, David, Andrew | Senior Managing Director, Member | 01/2014 | 10-25% |
| Galie, Shane, Bradford | Managing Director, Member | 01/2015 | 10-25% |
| Henningsen, Kristin, Lindgren | Managing Director of Operations, Member | 01/2015 | 5-10% |
| Rolph, Maria, Gelabert | Managing Director, CCO, Member | 01/2015 | 5-10% |
| Polk JR, Jerry, NMN | Managing Director, Member | 01/2018 | 5-10% |
Latest filings (excl ownership)
No filings