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| CornerStone Capital Inc
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| |
|---|---|
| CRD # | 105396 |
| SEC # | 801-13945 |
| CIK # | 0001619858, 0000819535, 0001123570 |
| AUM | $1.3 BB (2024-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 650-566-9650 |
| Address | 200 Homer Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001619858 0000819535 0001123570 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Dynatrace Inc | 11.9 | 0.0 | |
| Gallagher Arthur J & Co | 34.3 | 0.0 | |
| Amgen Inc | 130.1 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
| Uber Technologies Inc | 43.4 | 0.0 | |
| Corning Inc /NY | 27.4 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
| Shopify Inc | 4,418.2 | 0.0 | |
| Reliance Steel & Aluminum Co | 10.7 | 0.0 | |
| Simpson Manufacturing Co Inc /CA/ | 4.2 | 0.0 | |
| Shake Shack Inc | 1.6 | 0.0 | |
| Workday Inc | 36.6 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| Walt Disney Co | 174.7 | 0.0 | |
| Kimberly Clark Corp | 44.7 | 0.0 | |
| Fiserv Inc | 0.0 | ||
| Home Depot Inc | 277.6 | 0.0 | |
| AptarGroup Inc | 6.7 | 0.0 | |
| Schwab Charles Corp | 121.7 | 0.0 | |
| Cisco Systems Inc | 178.3 | 0.0 | |
| Ametek INC/ | 25.4 | 0.0 | |
| Trimble Navigation Ltd /CA/ | 14.8 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 13.0 |
| (b) Individuals (high net worth individuals) | 107 | 779.7 |
| (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 | 50.1 |
| (h) Charitable organizations | 21 | 232.3 |
| (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 | 217.3 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 1,292.5 |
| By Discretionary | ||
| Discretionary | 274 | 1,292.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 274 | 1,292.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,292.5 | |
| Total | 274 | 1,292.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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 - 2024 |
|---|---|
| CornerStone Capital Management LLC | |
| Liberty All Star Equity Fund |
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CornerStone Wealth Group LLC
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Continuum Advisory LLC
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Financial Synergies Wealth Advisors Inc
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Raffa Wealth Management LLC
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J Stern & Co LLP
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1.3 |