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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Financial Management LLC
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|---|---|
| CRD # | 140967 |
| SEC # | 801-130130 |
| CIK # | 0001734723, 0001587867, 0001448324 |
| AUM | $135.2 M (2025-03-12) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 800-527-1238 |
| Address | 10 Mall Road Burlington, MA 01803-4131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Torchmark Corp | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 21.5 |
| (b) Individuals (high net worth individuals) | 44 | 113.0 |
| (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 | 4 | 0.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 135.2 |
| By Discretionary | ||
| Discretionary | 392 | 133.7 |
| Non-Discretionary | 1 | 1.5 |
| Total | 393 | 135.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.2 | |
| Total | 393 | 135.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001448324] | |
| 10-Q | [0001448324] | |
| 4 | [0001448324] | |
| 8-K | [0001448324] | |
| D | [0001448324] | |
| SC 13G | [0001448324] | |
| 13F-HR | [0001587867] | |
| D | [0001734723] |
| 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] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Giodano Gaetano P. | |
| Cornerstone Financial Corp | |
| Paparone Bruce | |
| Murphy Ronald S | |
| Baiada J. Mark |
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