Cobblestone Capital Advisors LLC

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CAFR Data
Cobblestone Capital Advisors LLC
CRD #108023
SEC #801-55482
CIK #1033505
AUM $1.7 BB (91% Disc, 100% US)
Employees35 (54% Investors, 0% Brokers)
Phone585-473-3333
Address500 Linden Oaks
Rochester, NY 14625
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
17901432107471635802000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Cobblestone M North LLC [2014-06-03] 4.0 0.0
Other Cobblestone Private Income Fund LP [2012-11-26] 21.3 25.3
View All
Fund Directors # Filings # Firms 2011 - 2020
Jason Garlock 6 2
Thomas Bartlett 6 2
John Dipasquale 6 2
Cobblestone Capital Advisors LLC 5 2
Peter Greavestunnell 5 2
Timothy Shanahan 2 1
Walter Millard 2 1
Christopher Mooney 2 1
Daniel Goodwin 2 1
James Eckl 2 1
Comparable Firms State AUM ($BB)
Sage Financial Group Inc
PA 1.8
Rinet Company LLC
MA 1.8
Cozad Asset Management Inc
IL 1.2
Matheys Lane Capital Management LP
RI 1.0
Arcadia Investment Partners LLC
NY 0.9
Zions Capital Advisors Inc
UT 0.9
The Corundum Group Inc
CO 0.7
Pennington Partners & Co LLC
MD 0.7
B C Ziegler and Company
IL 0.7
Alpha Fiduciary Inc
AZ 0.5
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