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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Advisory LLC
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| CRD # | 142359 |
| SEC # | 801-68058 |
| CIK # | 0001668189 |
| AUM | $2.0 B (2025-07-07) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 410-468-1693 |
| Address | 211 Old Padonia Road Hunt Valley, MD 21030 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001668189 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.4 | ||
| Amazon Com Inc | 16.0 | ||
| Microsoft Corp | 15.7 | ||
| PIMCO Dynamic Income Fund | 12.9 | ||
| Alphabet Inc | 12.4 | ||
| Nvidia Corp | 11.3 | ||
| Facebook Inc | 9.6 | ||
| Price T Rowe Group Inc | 8.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Outcome Driven Fund LP | 2014-10-02 | 25.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 0.2 |
| (b) Individuals (high net worth individuals) | 340 | 1.4 |
| (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 | 60 | 0.2 |
| (h) Charitable organizations | 20 | 0.1 |
| (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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,761 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,761 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,761 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 2,761 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001668189] |
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