CornerStone Advisors Inc

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Assets, Funds, Holdings

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CornerStone Advisors Inc
CRD #110908
SEC #801-20509
CIK #0001166880, 0001532520, 0001775446, 0000073690
AUM
Employees 55 (73% Investors, 0% Brokers)
Phone425-646-7600
Address225 108th Avenue NE
Bellevue, WA 98004-5782
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
4.03.22.41.60.80.02000200720152023
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.2
MSFT 1,918.2 0.2
NVDA 399.6 0.1
GOOG 1,482.6 0.1
AMZN 1,093.0 0.1
META 434.9 0.0
LLY 301.8 0.0
GDV 1.9 0.0
JPM 340.2 0.0
TSLA 723.4 0.0
View All
Holdings by Sector ($BB)
3.02.41.81.20.60.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE BELV Holdings LLC 2012-03-27 3.1
PE CAI Private Equity LLC 2012-03-27 2.1
Other CornerStone Global Opportunities Fund LP [2012-03-27] 69.9 11.7
Other CornerStone Growth Portfolio LP 2012-03-27 65.5
PE CornerStone Investors - GCP II LLC 2012-03-27 3.8
Other CornerStone Tax-Managed Index Portfolio LP 2012-03-27 63.0
Other CornerStone Value Portfolio LP 2012-03-27 62.6
PE SLP Investors LLC 2012-03-27 0.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 677 0.7
(b) Individuals (high net worth individuals) 453 2.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 17 0.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4,178 4.0
By Discretionary
Discretionary 4,178 4.0
Non-Discretionary 0 0.0
Total 4,178 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 4,178 4.0
Form D Directors # Filings # Firms 2011 - 2024
Michael Hughes 33
Bruce Duff 15
Katie Robinette 13
Paul Pedalino 13
Kenneth Hart 13
David Freudenberg 13
Evan Wirkkala 5
EDGAR Form CIK 2011 - 2024
13F-HR [0001166880]
13F-HR [0001532520]
13F-HR [0001775446]
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