Cornerstone Alternatives is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $159M in regulatory assets under management, 6 employees, 2 offices, and 423 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
410
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 30, 2026
Discretionary2.2%
$3M
2% of total RAUM2.2%
Non-discretionary97.8%
$156M
98% of total RAUM97.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts423
10Y AUM Change+$159M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee68:1
10Y Employee Change+4 (+200.0%)
* 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.