|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Select Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0002055366 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Broadcom Inc | 7.5 | |
| Nvidia Corp | 5.6 | |
| AT&T Inc | 3.7 | |
| Microsoft Corp | 3.4 | |
| Apple Inc | 3.3 | |
| Ares Capital Corp | 3.0 | |
| Bank of America Corp /DE/ | 2.8 | |
| Chevron Corp | 2.8 | |
| Palantir Technologies Inc | 2.4 | |
| Lam Research Corp | 2.3 | |
| Amazon Com Inc | 2.2 | |
| Facebook Inc | 2.2 | |
| Cisco Systems Inc | 2.1 | |
| Royal Dutch Shell PLC | 2.0 | |
| Cardinal Health Inc | 2.0 | |
| KLA Tencor Corp | 2.0 | |
| Verizon Communications Inc | 2.0 | |
| Manhattan Pharmaceuticals Inc | 1.9 | |
| Palo Alto Networks Inc | 1.9 | |
| Enterprise Products Partners L P | 1.8 | |
| AbbVie Inc | 1.8 | |
| International Business Machines Corp | 1.8 | |
| Wal Mart Stores Inc | 1.7 | |
| CrowdStrike Holdings Inc | 1.6 | |
| Oracle Corp | 1.6 | |
| Arista Networks Inc | 1.5 | |
| Micron Technology Inc | 1.5 | |
| Harris Corp /DE/ | 1.4 | |
| Merck & Co Inc | 1.4 | |
| Taylor Morrison Home Corp | 1.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Casilio Leitch Investments LLC
✚
|
CA | 0.2 |
|
Key Group Management Inc
✚
|
AZ | 0.2 |
|
Citadel Investment Advisory Inc
✚
|
0.2 | |
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
|
Legal Advantage Investments Inc
✚
|
0.2 | |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
Holistic Wealth Advisors
✚
|
NY | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Diversified Resources LLC
✚
|
RI | 0.2 |
|
Legacy Wealth Management Group Inc
✚
|
VA | 0.2 |