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CORNERSTONE PARTNERS

CHARLOTTESVILLE, VA · CRD 311296 · IAPD ↗ · 434-296-2300

$29.35BRegulatory AUM
16Advisory reps
36Employees
0Clients
n/aPlanning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2024 — CORNERSTONE PARTNERS reported RAUM up 73% ($11.60B -> $20.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.