CORNERSTONE ALTERNATIVES
Firm details
- Headquarters
- ,
- CRD number
- 330043
- Registered since
- March 1, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cornerstone Alternatives is a small, owner-managed advisory firm organized as a limited liability company and registered with the SEC in 2024. The firm serves individual and family clients, providing portfolio management for both individuals/small businesses and for businesses or institutions. Its fee model mixes a percentage of assets under management with hourly billing. Investment activity centers on public pooled vehicles as the core exposure, supplemented by allocations to third‑party alternative managers. The firm sponsors and serves as general partner or managing member of pooled investment vehicles, indicating it both advises and participates in launching or operating private funds. Cornerstone Alternatives does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Private Funds35%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1ANDREW GOLDBERG
Managing Partner and Chief Compliance OfficerCRD 7861846
Contacts
2 of 2JEFFERY COOPER
Investment AdvisorCRD 8004756
PAUL SZILASSY
Investment AdvisorCRD 8027547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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