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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Select Advisors LLC
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| CRD # | 144044 |
| SEC # | 801-113472 |
| CIK # | 0002055366 |
| AUM | $234.0 M (2025-05-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 314-862-5155 |
| Address | 13171 Olive Boulevard St Louis, MO 63141 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 7.5 | ||
| Nvidia Corp | 5.6 | ||
| AT&T Inc | 3.7 | ||
| Microsoft Corp | 3.4 | ||
| Apple Inc | 3.3 | ||
| Ares Capital Corp | 3.0 | ||
| Bank of America Corp /DE/ | 2.8 | ||
| Chevron Corp | 2.8 | ||
| Palantir Technologies Inc | 2.4 | ||
| Lam Research Corp | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 7.4 |
| (b) Individuals (high net worth individuals) | 18 | 46.0 |
| (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 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 185 | 177.9 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 234.0 |
| By Discretionary | ||
| Discretionary | 339 | 143.1 |
| Non-Discretionary | 126 | 91.0 |
| Total | 465 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 465 | 234.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055366] |
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|---|---|---|
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Casilio Leitch Investments LLC
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CA | 0.2 |
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Key Group Management Inc
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AZ | 0.2 |
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Citadel Investment Advisory Inc
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0.2 | |
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Reliant Investment Partners LLC
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NC | 0.2 |
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Legal Advantage Investments Inc
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0.2 | |
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FFP Wealth Management LLC
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MN | 0.2 |
|
Holistic Wealth Advisors
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|
NY | 0.2 |
|
Diamant Asset Management Inc
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|
CT | 0.2 |
|
Diversified Resources LLC
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|
RI | 0.2 |
|
Legacy Wealth Management Group Inc
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|
VA | 0.2 |