Cobblestone Capital Advisors LLC

Search
⚲

Cobblestone Capital Advisors LLC ✚
CRD #	108023
SEC #	801-55482
CIK #
AUM	2,933.9 M (2025-12-19)
Employees	43 (53% Investors, 0% Brokers)
Fees
Minimum
Phone	585-473-3333
Address	500 Linden Oaks Rochester, NY 14625
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Northpoint 20 Investors LLC	[2025-03-21]		0.1 M
	Offered $8,000,000 · Filed 2018-02-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $8,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	Northpoint 20 Investors LLC	[2021-03-31]		2.5 M
	Offered $8,000,000 · Filed 2018-02-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $8,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	Cobblestone CP Senior Housing Fund LP	[2017-03-29]		0.5 M
	Offered $15,000,000 · Filed 2016-10-26 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $15,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	Cobblestone M North LLC	[2014-07-28]	4.0 M	0.0 M
	Offered $6,000,000 · Filed 2014-07-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $1,950,000 · Duration One year or less · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	922	0.3
(b) Individuals (high net worth individuals)	777	2.2
(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	12	0.1
(g) Pension and profit sharing plans	7	0.1
(h) Charitable organizations	28	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	20	0.1
(n) Other	13	0.0
Total	3,387	2.9
By Discretionary
Discretionary	3,380	2.9
Non-Discretionary	7	0.0
Total	3,387	2.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.9
Total	3,387	2.9

Form D Directors	Role	# Filings	# Firms
Adam Stern	Executive Officer	116	10
John Dipasquale	Director, Executive Officer	18	4
Thomas Bartlett	Director, Executive Officer	9	4
Christopher Mooney	Director	17	3
Daniel Goodwin	Director	14	3
Amachie Ackah	Director	11	3
Jason Garlock	Director, Executive Officer	7	3
Peter Greaves-Tunnell	Executive Officer	5	3
Cobblestone Capital Advisors LLC	Executive Officer, Promoter	5	3
Brian Eng	Director	11	2
James Eckl	Director	2	2
Walter Millard	Director	2	2
Timothy Shanahan	Director	2	2
Cobblestone Capital Partners LLC	Promoter	1	1
Peter Graves-Tunnell	Director	1	1
Ccpshf Partners LLC	Executive Officer	1	1
Ppb Ccpsh Mgt LLC	Executive Officer	1	1

Comparable Firms	State	AUM
Sage Financial Group Inc ✚	PA	4,291.8 M
1900 Wealth Management LLC ✚	TX	3,071.0 M
Legacy Knight MFO LLC ✚	TX	2,846.4 M
Cozad Asset Management Inc ✚	IL	2,622.6 M
Gryphon Financial Partners LLC ✚	OH	2,439.4 M
Operose Advisors LLC ✚	WI	2,038.2 M
Greenwood Gearhart LLC ✚	AR	1,972.3 M
Corundum Group Inc ✚	CO	1,694.3 M
Provenio Capital Management LLC ✚	CA	1,633.8 M
Northeast Financial Group Inc ✚	PA	1,442.7 M

Assets, Funds, Holdings