Overview
Assets Under Management: $2.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
CORNERSTONE INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111753), CORNERSTONE INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
CORNERSTONE INVESTMENT PARTNERS, LLC is headquartered in ATLANTA, GA.
CORNERSTONE INVESTMENT PARTNERS, LLC serves 80 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, CORNERSTONE INVESTMENT PARTNERS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CORNERSTONE INVESTMENT PARTNERS, LLC manages $2.1 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, CORNERSTONE INVESTMENT PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 450
Discretionary Accounts: 450
Regulatory Filings
CRD Number: 111753
Filing ID: 1958586
Last Filing Date: 2025-03-26 15:11:00
Website: https://cornerstone-ip.com