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| Cobblestone Capital Advisors LLC
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|
|
|---|---|
| CRD # | 108023 |
| SEC # | 801-55482 |
| CIK # | |
| AUM | $2.3 BB (2023-03-23) |
| Employees | 41 (54% Investors, 0% Brokers) |
| Phone | 585-473-3333 |
| Address | 500 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | CCA Nashville Investors LP | [2023-03-23] | 0.0 | 10.0 |
| RE | CCA Nashville Investors QP LP | [2023-03-23] | 0.0 | 10.0 |
| RE | Cobblestone Private Real Estate Fund 2 LP | [2023-03-23] | 41.4 | 26.6 |
| RE | Cobblestone Private Real Estate Fund 2 QP LP | [2023-03-23] | 41.4 | 17.7 |
| RE | Cobblestone M North LLC | [2014-07-28] | 4.0 | 0.0 |
| Other | Cobblestone Private Income Fund LP | [2013-01-04] | 21.3 | 12.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,028 | 0.3 |
| (b) Individuals (high net worth individuals) | 583 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 0.1 |
| (g) Pension and profit sharing plans | 10 | 0.1 |
| (h) Charitable organizations | 23 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.0 |
| (n) Other | 13 | 0.0 |
| Total | 2,906 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,899 | 2.2 |
| Non-Discretionary | 7 | 0.0 |
| Total | 2,906 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,906 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Brendan Lake | 80 | |||
| John Dipasquale | 12 | |||
| Thomas Bartlett | 9 | |||
| Jason Garlock | 7 | |||
| Christopher Mooney | 17 | |||
| Daniel Goodwin | 14 | |||
| Peter Greavestunnell | 5 | |||
| Cobblestone Capital Advisors LLC | 5 | |||
| James Eckl | 2 | |||
| NA Cobblestone Capital Advisors LLC | 2 | |||
| View All | ||||
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