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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Capital Inc
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| CRD # | 105396 |
| SEC # | 801-13945 |
| CIK # | 0001619858, 0000819535, 0001123570 |
| AUM | $1.3 B (2025-04-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 650-566-9650 |
| Address | 200 Homer Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| VISA Inc | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Gallagher Arthur J & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Shopify Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 11.6 |
| (b) Individuals (high net worth individuals) | 109 | 746.2 |
| (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 | 10 | 53.1 |
| (h) Charitable organizations | 19 | 185.4 |
| (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 | 266.8 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 1,263.1 |
| By Discretionary | ||
| Discretionary | 273 | 1,263.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 1,263.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,263.1 | |
| Total | 273 | 1,263.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000819535] | |
| 13F-HR | [0001123570] | |
| 3 | [0001123570] | |
| SC 13G | [0001123570] | |
| D | [0001619858] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| CornerStone Capital Management LLC | HMS Holdings Corp | [2016-02-11] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| CornerStone Capital Management LLC | |
| Liberty All Star Equity Fund |
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