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| CornerStone Investment Advisors LLC
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|---|---|
| CRD # | 116447 |
| SEC # | 801-63198 |
| CIK # | 0001166880, 0001775446, 0000073690, 0001532520 |
| AUM | $152.8 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-545-5400 |
| Address | 1790 38th Street Boulder, CO 80301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 24.6 |
| (b) Individuals (high net worth individuals) | 56 | 117.6 |
| (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 | 0.9 |
| (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 | 1 | 0.3 |
| (n) Other | 5 | 9.5 |
| Total | 250 | 152.8 |
| By Discretionary | ||
| Discretionary | 175 | 115.8 |
| Non-Discretionary | 75 | 37.0 |
| Total | 250 | 152.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 151.8 | |
| Total | 250 | 152.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001166880] | |
| 13F-HR | [0001532520] | |
| 13F-HR | [0001775446] |
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|---|---|---|
|
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CA | 0.2 |
|
Lakeshore Capital Group Inc
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IL | 0.2 |
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0.2 | |
|
OT Financial LLC
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Investor Advisory Group LLC
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NC | 0.2 |
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Capstone Investment Group LLC
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