Cornerstone Partners

RIASEC RegisteredEst. 2020
Total AUM
$29.3B
Discretionary
$29.3B
100% of AUM
Avg account
$1.3B
Accounts
22
Employees
36
Advisory reps
12

Firm details

Headquarters
Charlottesville, Virginia
CRD number
311296
Registered since
November 25, 2020
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations98.24%
  • Pooled Investment Vehicles1.76%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornerstone Partners is an SEC-registered LLC that began reporting as an adviser in 2020 and positions itself as a multi-strategy investment manager with both hedge fund and private equity capabilities. The firm serves institutional clients and charges a mix of asset-based fees and performance-linked compensation. Its advisory scope includes managing pooled investment vehicles, running mandates for businesses or institutions, and selecting third‑party managers. The firm is not presented as an active ESG investor and does not operate as a multi-state adviser. Cornerstone lists a broad set of industry relationships and roles beyond pure advisory work: affiliations include broker‑dealer activities, other investment adviser relationships, commodity pool/CTA and futures roles, as well as connections to accounting, legal, insurance, pension consulting, and real estate brokerage functions. It also identifies itself as sponsor or managing member of pooled vehicles in some capacities.

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: Private Funds 69%, Public Funds/Mutual Funds 12%, US Government Bonds 7%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 4%, Exchange Traded Equities 1%69%
  • Private Funds69%
  • Public Funds/Mutual Funds12%
  • US Government Bonds7%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents4%

Contacts

3 of 12
  • Anne Gerstenmaier

    DirectorCRD 6327289

  • Kathryn Scott

    Managing DirectorCRD 7856571

  • Jae Kwon

    Investment DirectorCRD 5025254

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$55.9M in ETFs

Passive

100%

$55.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF (GNR)State StreetPassiveNatural Resources$21.9M325,32039.21%

Location

Primary office

Charlottesville, VA

Albemarle

Location

Charlottesville, VA

Headquartered in Charlottesville, VA, in the South of the United States.

Region
South
County
Albemarle
Address
675 Peter Jefferson Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth