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| CornerStone Financial Group LLC
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|---|---|
| CRD # | 129246 |
| SEC # | 801-132992 |
| CIK # | 0002110329, 0001448324, 0001734723, 0001587867 |
| AUM | 292.2 M (2026-06-08) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 402-758-0700 |
| Address | 11225 Davenport Street Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 47.3 |
| (b) Individuals (high net worth individuals) | 96 | 232.0 |
| (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 | 1 | 2.3 |
| (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 | 3 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 950 | 292.2 |
| By Discretionary | ||
| Discretionary | 950 | 292.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 950 | 292.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.2 | |
| Total | 950 | 292.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001448324] | |
| 10-Q | [0001448324] | |
| 4 | [0001448324] | |
| 8-K | [0001448324] | |
| D | [0001448324] | |
| SC 13G | [0001448324] | |
| 13F-HR | [0001587867] | |
| D | [0001734723] | |
| 13F-HR | [0002110329] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Banc Funds Co LLC | CornerStone Financial Corp | [2022-02-11] |
| Banc Funds Co LLC | CornerStone Financial Corp | [2012-02-09] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| CornerStone Financial Corp | |
| Giodano Gaetano P | |
| Paparone Bruce | |
| Murphy Ronald S | |
| Baiada J Mark |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
CornerStone Financial Corp CFIC
Common Stock
|
2012-06-15 | Buy | 40,000 | $2.50 | 100,000 |
|
CornerStone Financial Corp CFIC
Common Stock
|
2012-06-15 | Buy | 20,000 | $2.50 | 50,000 |
|
CornerStone Financial Corp CFIC
Common Stock
|
2012-06-15 | Buy | 20,000 | $2.50 | 50,000 |
|
CornerStone Financial Corp CFIC
Common Stock
|
2012-06-15 | Buy | 60,000 | $2.50 | 150,000 |
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|---|---|---|
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|
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|
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The Ellerson Group Inc
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