CHARLOTTESVILLE, VACRD 311296Latest ADV March 30, 2026
Cornerstone Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 30, 2026, reports $29.3B in regulatory assets under management, 36 employees, 1 office, and 22 accounts.
Assets Under Management
$29.3B
Employees
36
Offices
1 office
Total Clients
22
Primary office
CHARLOTTESVILLE, VA
675 PETER JEFFERSON PARKWAY, SUITE 400, CHARLOTTESVILLE, VA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 72.7% of total clients.
Top client categories% of clientsClients
1
Charitable
72.7%
16
2
Pooled Investment Vehicles
27.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.3Bas of March 30, 2026
Discretionary100.0%
$29.3B
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.
Total AUM$29.3B
Total Accounts22
10Y AUM Change+$20.5B (+230.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee1:1
10Y Employee Change+13 (+56.5%)
* 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.