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CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753File 801-61425
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.65B
Top 25% of cohort (national)
Discretionary AUM
$2.65B
Clients
268
862 accounts
Employees
15
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 13, 2002
- Principal office
- 3438 PEACHTREE RD. NE., SUITE 900, ATLANTA, GA, 30326
- Phone
- 404-751-3900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.65B
- Discretionary AUM
- $2.65B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 862
- Non-discretionary accounts
- 0
- Total accounts
- 862
- AUM per client
- $9.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $372.3M |
| Insurance companies | Fewer than 5 | $19.6M |
| Charitable organizations | Fewer than 5 | $3.8M |
| Other investment advisers | 5 | $1.67B |
| High net worth individuals | 72 | $183.5M |
| Pension and profit sharing plans | 7 | $268.5M |
| State or municipal government entities | Fewer than 5 | $43.1M |
| Individuals (other than high net worth individuals) | 166 | $90.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MODEL PROVIDER FEES (UMA PLATFORMS)
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.