Institutional
    SEC Registered

    Cornerstone Partners

    Registered investment advisor · Charlottesville, Virginia · CRD #311296

    Assets Under Management
    $29.3B
    Client Accounts
    22
    Employees
    36
    CRD Number
    311296
    Registration
    SEC Registered
    Custodian
    The Northern Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cornerstone Partners

    CornerStone Partners is an SEC-registered investment advisor based in Charlottesville, Virginia, managing $29.18 billion in institutional assets. It offers full-service outsourced chief investment officer services, focusing on mission-driven not-for-profit organizations. The firm prioritizes long-term investment outperformance and exceptional client service.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Cornerstone Partners's AUM?

    Cornerstone Partners reports approximately $29.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cornerstone Partners headquartered?

    Cornerstone Partners is headquartered in Charlottesville, Virginia.

    What is Cornerstone Partners's CRD number?

    Cornerstone Partners's CRD number is 311296. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cornerstone Partners manage?

    Cornerstone Partners manages approximately 22 client accounts according to its latest SEC filing.

    Is Cornerstone Partners SEC registered?

    Yes, Cornerstone Partners is registered with the SEC as an investment adviser with an approved registration status.

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