Cornerstone Capital Management

Cornerstone Capital Management (CRD# 148500) is a financial advisory firm headquartered in New York, NY. They manage $12,637,000,000 in 64 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,637
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $197,453,125
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MA, MN, NY, TX

Financial Advisors at Cornerstone Capital Management
No Advisor Found.
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