The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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CORNERSTONE ADVISORY, LLC, CRD 142359
HUNT VALLEY, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THOMAS NICHOLS BIDDISON | n/a | HUNT VALLEY, MD | 16 | 31 | 1 | no |
| MICHAEL KELLY LAVINA | n/a | HUNT VALLEY, MD | 10 | 28 | 1 | no |
| DONALD STEPHEN HUBER | n/a | ARNOLD, MD | HUNT VALLEY, MD | 10 | 31 | 1 | no |
| ERIK DORSEY JOHNSON | n/a | ARNOLD, MD | HUNT VALLEY, MD | 7 | 34 | 1 | no |
| ROBERT MICHAEL GILL | n/a | HUNT VALLEY, MD | 7 | 13 | n/a | no |
| JAMES ROSS FOXEN | n/a | HUNT VALLEY, MD | 2 | 27 | 1 | no |
| PATRICK AUGUSTINE RYAN | Certified Financial Planner | HUNT VALLEY, MD | 2 | 12 | 1 | no |
| Christopher Pesota | Certified Financial Planner | HUNT VALLEY, MD | 2 | 10 | 1 | no |
| GAVIN JOHNSON | n/a | Severna Park, MD | 1 | 12 | 2 | no |
| Alexander Jacob Gersh | n/a | HUNT VALLEY, MD | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| OUTCOME DRIVEN FUND, L.P. | Hedge Fund | $30.4M | Sep 1, 2026 | 61 | Oct 2, 2014 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BIDDISON, THOMAS, NICHOLS | MEMBER | NA | yes | 11/2006 | Sep 1, 2026 | Sep 1, 2026 |
| CHESAPEAKE ADVISORY GROUP, LLP | OWNER | D | yes | 04/2017 | Sep 1, 2026 | Sep 1, 2026 |
| HUBER, DONALD, STEPHEN | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | yes | 11/2006 | Sep 1, 2026 | Sep 1, 2026 |
| JOHNSON, ERIK, DORSEY | MEMBER | NA | yes | 04/2017 | Sep 1, 2026 | Sep 1, 2026 |
| PRIVATE FUND ADVISORS, INC. | OWNER | C | yes | 04/2017 | Sep 1, 2026 | Sep 1, 2026 |
| BIDDISON, THOMAS, NICHOLS | PARTNER | D | yes | 04/2017 | Feb 14, 2012 | Jun 24, 2024 |
| Elfenbein, Lonny, Scott | CHIEF COMPLIANCE OFFICER | NA | yes | 06/2024 | Jun 24, 2024 | Jun 24, 2024 |
| HUBER, DONALD, STEPHEN | PARTNER | D | yes | 04/2017 | Feb 14, 2012 | Jun 24, 2024 |
| JOHNSON, ERIK, DORSEY | PRINCIPAL | E | yes | 04/2017 | Apr 19, 2017 | Jun 24, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| OUTCOME DRIVEN STRATEGIES, LLC | n/a | ASSET MANAGER | $360M | N | yes | n/a |
| CORNERSTONE MANAGEMENT PARTNERS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SEVERNA PARK | MD | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $2.2B | $2.2B | 19 | 9 | 1 | 1 | n/a |
| 2024 | Apr 14, 2025 | $2.0B | $2.0B | 17 | 8 | 1 | 1 | n/a |
| 2023 | Mar 21, 2024 | $1.7B | $1.7B | 16 | 8 | 1 | 1 | $24.5M |
| 2022 | Mar 20, 2023 | $1.5B | $1.5B | 14 | 7 | 1 | 1 | $22.6M |
| 2021 | Mar 29, 2022 | $1.7B | $1.7B | 14 | 7 | 1 | 1 | $25.9M |
| 2020 | Mar 22, 2021 | $1.4B | $1.4B | 13 | 7 | 1 | 1 | $26.8M |
| 2019 | Mar 28, 2020 | $1.3B | $1.3B | 13 | 7 | 1 | 1 | $31.8M |
| 2018 | Mar 20, 2019 | $1.1B | $933M | 13 | 7 | 1 | 1 | $29.1M |
| 2017 | Mar 15, 2018 | $1.1B | $1.1B | 11 | 6 | 1 | 1 | $31.8M |
| 2016 | Mar 24, 2017 | $991M | $987M | 12 | 6 | n/a | 1 | $27.1M |
| 2015 | Mar 1, 2016 | $494M | $485M | 11 | 7 | n/a | 1 | $22.6M |
| 2014 | Mar 13, 2015 | $469M | $460M | 11 | 6 | n/a | 1 | $14.0M |
| 2013 | Mar 14, 2014 | $420M | $328M | 9 | 5 | n/a | n/a | n/a |
| 2012 | Mar 19, 2013 | $338M | $264M | 6 | 4 | n/a | n/a | n/a |
| 2011 | Mar 5, 2012 | $239M | $162M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $2.0B | 11.8% | $1.5B | 14.1% | 19 | 17 | 1 | 1 |