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CORNERSTONE PARTNERS
Legal name: CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
CRD 311296File 801-119827
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$29.35B
Top 10% of cohort (national)
Discretionary AUM
$29.35B
Clients
22
22 accounts
Employees
36
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 25, 2020
- Principal office
- 675 PETER JEFFERSON PARKWAY, SUITE 400, CHARLOTTESVILLE, VA, 22911
- Phone
- 434-296-2300
- Website
- https://cstonellc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.35B
- Discretionary AUM
- $29.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $1.33B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 16 | $28.83B |
| Pooled investment vehicles | 6 | $517.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | Employees | 34 | 36 | increased by2 |
| Apr 1, 2026 | AUM | $24,893,119,985 | $29,349,651,535 | increased by$4,456,531,550 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 34 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19 | 22 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,898,159,058 | $24,893,119,985 | increased by$11,994,960,927 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 22 | increased by3 |
| Apr 1, 2022 | Clients | 17 | 19 | increased by2 |
| Apr 1, 2022 | AUM | $10,911,724,631 | $12,898,159,058 | increased by$1,986,434,427 |
| Apr 1, 2022 | Accounts | 17 | 19 | increased by2 |
| Dec 1, 2021 | Employees | 24 | 26 | increased by2 |
| Dec 1, 2021 | Custody | No | Yes | |
| Dec 1, 2021 | Clients | 13 | 17 | increased by4 |
| Dec 1, 2021 | AUM | $9,664,026,955 | $10,911,724,631 | increased by$1,247,697,676 |
| Dec 1, 2021 | Accounts | 13 | 17 | increased by4 |
| 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 PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE PARTNERS” 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.