CornerStone Advisors Inc

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CornerStone Advisors Inc ✚
CRD #	110908
SEC #	801-20509
CIK #	0001166880, 0001532520, 0001775446
AUM
Employees	55 (73% Investors, 0% Brokers)
Phone	425-646-7600
Address	225 108th Avenue NE Bellevue, WA 98004-5782
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($BB) Copy

Sector	Form 13F Holdings	Cap ($BB)	Value ($BB)
	AAPL	2,382.8	0.2
	MSFT	1,918.2	0.1
	GOOG	1,482.6	0.1
	AMZN	1,093.0	0.1
	NVDA	399.6	0.1
	UNH	477.0	0.1
	JPM	340.2	0.0
	TSLA	723.4	0.0
	V	419.3	0.0
	XOM	385.5	0.0
View All

Holdings by Sector ($BB)

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 - 2023
Michael Hughes	31
Bruce Duff	15
Kenneth Hart	13
Katie Robinette	13
David Freudenberg	13
Paul Pedalino	13
Evan Wirkkala	5

EDGAR Form	CIK	2011 - 2023
13F-HR	[0001166880]
13F-HR	[0001532520]
13F-HR	[0001775446]

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CornerStone Advisors Inc

Assets, Funds, Holdings