Cornerstone Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 17, 2026, reports $2.7B in regulatory assets under management, 15 employees, 1 office, and 862 accounts.
Assets Under Management
$2.7B
Employees
15
Offices
1 office
Total Clients
268
Primary office
ATLANTA, GA
3438 PEACHTREE RD. NE., SUITE 900, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
166
2
HNWI
26.9%
72
3
Corporations
6.7%
18
4
Pension Plans
2.6%
7
5
Other Advisers
1.9%
5
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 17, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts862
10Y AUM Change$-64M (-2.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee18:1
10Y Employee Change-7 (-31.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.