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CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753File 801-61425
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 419 | 268 | decreased by151 |
| Apr 1, 2026 | AUM | $2,135,834,144 | $2,654,449,338 | increased by$518,615,194 |
| Apr 1, 2026 | Accounts | 450 | 862 | increased by412 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 311 | 419 | increased by108 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,932,097,540 | $2,135,834,144 | increased by$203,736,604 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 350 | 450 | increased by100 |
| Apr 1, 2022 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2022 | Clients | 371 | 311 | decreased by60 |
| Apr 1, 2022 | AUM | $1,831,298,587 | $1,932,097,540 | increased by$100,798,953 |
| Apr 1, 2022 | Accounts | 435 | 350 | decreased by85 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.