CornerStone Advisory Corp

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Related People
Fund Service Providers
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
CornerStone Advisory Corp
CRD #107005
SEC #801-16374
CIK #0001668189
AUM
Employees
Phone214-528-9989
Address3838 Oak Lawn Avenue
Dallas, TX 75219
Source [IAPD] [EDGAR]
Total AUM ($M)
1008060402002001200920172025
Sector Form 13F Holdings Value ($M)
Apple Inc 29.0
Alphabet Inc 20.1
Amazon Com Inc 15.3
Nvidia Corp 13.1
Microsoft Corp 12.6
PIMCO Dynamic Income Fund 9.7
Alphabet Inc 8.3
Nuveen Amt-Free Municipal Credit Income Fund 7.8
Facebook Inc 7.5
 
 
Holdings by Sector ($M)
110088066044022002014201820222027
Type Form D Funds Date Sold ($M) AUM ($M)
PE The Madisonville Project Ltd 2012-03-26 0.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 54 99.0
By Discretionary
Discretionary 36 44.0
Non-Discretionary 18 55.0
Total 54 99.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 99.0
Total 54 99.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001668189]
Terms | Privacy | Providers | Guide
tony@aum13f.com