The CornerStone Group LLC

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Assets, Funds, Holdings

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The CornerStone Group LLC
CRD #109249
SEC #801-58199
CIK #0001448324, 0002110329, 0001734723, 0001587867
AUM
Employees
Phone228-875-2001
Address1001 Government Street
Ocean Springs, MS 39564
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
30241812602001200920172025
Sector Form 13F Holdings Value ($M)
Lam Research Corp 1.7
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
70056042028014002015201920232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 183 26.8
By Discretionary
Discretionary 180 26.0
Non-Discretionary 3 0.8
Total 183 26.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 26.8
Total 183 26.8
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$0.0B
ServesRetail
Form 3/4/5 Subject 2011 - 2026
Cornerstone Financial Corp
Giodano Gaetano P.
Paparone Bruce
Murphy Ronald S
Baiada J. Mark
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tony@aum13f.com