CORNERSTONE ALTERNATIVES

RIASEC RegisteredEst. 2024
Total AUM
$159M
Discretionary
$3.4M
2% of AUM
Avg account
$377K
Accounts
423
Employees
6
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Private Funds 35%, Non-Exchange Traded Equities 4%61%
  • Public Funds/Mutual Funds61%
  • Private Funds35%
  • Non-Exchange Traded Equities4%

Owners & executives

1 of 1
  • ANDREW GOLDBERG

    Managing Partner and Chief Compliance OfficerCRD 7861846

Contacts

2 of 2
  • JEFFERY COOPER

    Investment AdvisorCRD 8004756

  • PAUL SZILASSY

    Investment AdvisorCRD 8027547

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth