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CornerStone Alternatives LLC
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CRD # | 330043 |
SEC # | 801-129602 |
CIK # | |
AUM | $103.3 MM (2024-06-25) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 315-416-3384 |
Address | 132 Keowee Ave Greenville, SC 29605 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.6 |
(b) Individuals (high net worth individuals) | 197 | 99.0 |
(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 | 6 | 3.8 |
(n) Other | 0 | 0.0 |
Total | 252 | 103.3 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 252 | 103.3 |
Total | 252 | 103.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 103.3 | |
Total | 252 | 103.3 |
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|
IN | 0.1 |
Loyd Financial Management Inc
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Vistica Wealth Advisors LLC
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Evolutionary Tree Capital Management LLC
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10Elms LLP
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OK | 0.1 |
Voyage Wealth Management LLC
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TX | 0.1 |
Desmond Wealth Management Inc
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CA | 0.1 |
Delaware Avenue Wealth Planners LLC
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DE | 0.1 |
TCN Private Wealth Management LLC
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NY | 0.1 |
Vista CIMA Wealth Management LLC
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AZ | 0.1 |