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CRD 110908
BELLEVUE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CORNERSTONE GROWTH PORTFOLIO, LP | Other Private Fund | $65.5M | Sep 12, 2012 | 73 | Mar 27, 2012 | dropped | n/a |
| CORNERSTONE TAX-MANAGED INDEX PORTFOLIO, LP | Other Private Fund | $63.0M | Sep 12, 2012 | 76 | Mar 27, 2012 | dropped | n/a |
| CORNERSTONE VALUE PORTFOLIO, LP | Other Private Fund | $62.6M | Sep 12, 2012 | 73 | Mar 27, 2012 | dropped | n/a |
| CORNERSTONE GLOBAL OPPORTUNITIES FUND, LP | Other Private Fund | $11.7M | Nov 4, 2019 | 74 | Mar 27, 2012 | reported | 021-111273 |
| CORNERSTONE INVESTORS - GCP II LLC | Private Equity Fund | $3.8M | Apr 18, 2017 | 35 | Mar 27, 2012 | dropped | 021-77141 |
| CAI PRIVATE EQUITY LLC | Private Equity Fund | $2.1M | Mar 30, 2016 | 46 | Mar 27, 2012 | dropped | n/a |
| BELV HOLDINGS LLC | Real Estate Fund | $1.8M | Oct 6, 2014 | 29 | Mar 27, 2012 | dropped | n/a |
| SLP INVESTORS LLC | Private Equity Fund | $36,697 | Oct 6, 2014 | 33 | Mar 27, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DUFF, BRUCE, FLOYD | CHIEF FINANCIAL OFFICER/DIRECTOR/SECRETARY TREASURER | B | yes | 10/2004 | Mar 27, 2012 | Jun 26, 2020 |
| HART, KENNETH, MICHAEL | CHIEF EXECUTIVE OFFICER/DIRECTOR/PRESIDENT | B | yes | 01/2011 | Mar 27, 2012 | Jun 26, 2020 |
| HUSE, JEFFREY, ALAN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/DIRECTOR | Na | yes | 01/2019 | Mar 29, 2018 | Jun 26, 2020 |
| REED, KRISTIN, HEATHER | CHIEF PEOPLE OFFICER/DIRECTOR | Na | yes | 01/2019 | Mar 27, 2012 | Jun 26, 2020 |
| COLLINS, LEONARD, GREGORY | Director | Na | no | 04/2013 | Jul 29, 2013 | Jun 26, 2020 |
| DREWS, DAVID, W | Shareholder | B | no | 01/2011 | Mar 27, 2012 | Jun 26, 2020 |
| FREUDENBERG, DAVID, K | Shareholder | A | no | 01/2019 | Mar 29, 2019 | Jun 26, 2020 |
| KWON, DANIEL | SHAREHOLDER/DIRECTOR | B | no | 06/2007 | Mar 27, 2012 | Jun 26, 2020 |
| MCNAB, SUSAN | Director | Na | no | 04/2016 | Mar 27, 2017 | Jun 26, 2020 |
| PETERSON, SUSAN, ELIZABETH | SHAREHOLDER/DIRECTOR | B | no | 10/2005 | Mar 27, 2012 | Jun 26, 2020 |
| SMITH, LYNNE, RACHEL | Director | Na | no | 09/2018 | Mar 29, 2019 | Jun 26, 2020 |
| TRENNER, ROBERT, FALCON SCOTT | Shareholder | B | no | 01/2011 | Mar 27, 2012 | Jun 26, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CORNERSTONE PORTFOLIO GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Seattle | Wa | United States | 6 | no |
| Anchorage | Ak | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 30, 2020 | $4.0B | $4.0B | 55 | 40 | 2 | 21 | $272M |
| 2018 | Mar 29, 2019 | $3.4B | $3.4B | 55 | 40 | 1 | 22 | $268M |
| 2017 | Mar 29, 2018 | $3.7B | $3.7B | 55 | 40 | 1 | 20 | $292M |
| 2016 | Mar 27, 2017 | $3.3B | $3.3B | 55 | 40 | n/a | 19 | $281M |
| 2015 | Mar 30, 2016 | $3.1B | $3.1B | 50 | 30 | n/a | 18 | $270M |
| 2014 | Mar 27, 2015 | $3.4B | $3.4B | 50 | 30 | n/a | 16 | $291M |
| 2013 | Mar 27, 2014 | $3.0B | $3.0B | 50 | 25 | n/a | 16 | $276M |
| 2012 | Mar 27, 2013 | $2.6B | $2.6B | 50 | 25 | n/a | 14 | $335M |
| 2011 | Mar 27, 2012 | $2.4B | $2.4B | n/a | n/a | n/a | 17 | $423M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | $4.0B | $3.4B | 16.3% | $3.3B | 5.9% | 55 | 55 | 2 | 1 |