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| CornerStone Advisory LLC
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|---|---|
| CRD # | 142359 |
| SEC # | 801-68058 |
| CIK # | 0001668189 |
| AUM | 2,249.0 M (2026-03-24) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 410-468-1693 |
| Address | 211 Old Padonia Road Hunt Valley, MD 21030 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Alternative Markets Fund LP | 2014-10-02 | 30.4 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 0.2 |
| (b) Individuals (high net worth individuals) | 452 | 1.9 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 0.2 |
| (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 | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,135 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,135 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,135 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,135 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001668189] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 549300TFO6LP2URYDW37 |
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