DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cornerstone Partners
Legal name Cornerstone Partners Capital Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Oct 19, 2020 · 17 filings
SEC status approved since Nov 25, 2020
RAUM
$29B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
36
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$29B as of Mar 30, 2026
Mar 17, 2021$9.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 17, 20210 then
Employees (5.A)36 as of Mar 30, 2026
Mar 17, 202124 then
Private funds5 as of Mar 30, 2026
Mar 29, 20223 then
RAUM +18% over the last fiscal year+36% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.3BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 98%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $29B, 16 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$29B98%
- Pooled investment vehicles$518M1.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 16reported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $29B for 16 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.02 institutional_share=0.98 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Cpcm Daf Master LP | Hedge Fund | $119M | 9 | Nov 17, 2021 |
| Cpcm Pef LP | Hedge Fund | $104M | 11 | Nov 17, 2021 |
| Cpcm Pif II LP | Private Equity Fund | $65.5M | 9 | Mar 30, 2023 |
| Cpcm Pif LP | Private Equity Fund | $32.8M | 13 | Nov 17, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Bradford Shane Galie · Managing Director, Membercontrolsince 10/2020 · owns less than 5%
- Caulkins Christopher Laing · Managing Director, Membercontrolsince 10/2020 · owns less than 5%
- William Kevin Schuyler · Managing Director, Membercontrolsince 10/2020 · owns less than 5%
- E Carrie Davis · Managing Director Of Operations, Membersince 10/2021 · owns less than 5%
- Ishraga Eltahir · Ccosince 12/2022 · owns less than 5%
- Alexander Anne Gerstenmaier · Director, Membersince 11/2020 · owns less than 5%
- M Peter Harbilas · Managing Director, Membersince 01/2022 · owns less than 5%
- Lindgren Kristin Henningsen · Managing Director Of Operations, Membersince 10/2020 · owns less than 5%
- William Peter Knerr · Managing Director, Membersince 10/2021 · owns less than 5%
- Hyun Jae Kwon · Director, Membersince 01/2021 · owns less than 5%
- Nmn Jerry Polk Jr · Managing Director, Membersince 10/2020 · owns less than 5%
- E Laura Roller · Managing Director, Membersince 01/2022 · owns less than 5%
- Elizabeth Jarvis Kathryn Scott · Managing Director, Membersince 05/2023 · owns less than 5%
Entity owners
- Focus Operating, LLC · Member (Manager)direct · owns 75% or more
- Cd&R Ferdinand Co-Investor, L.P. · Partnerindirect · owns 25% to 50% of Cd&R Ferdinand Holdings, L.P.
- Cd&R Ferdinand Holdings, L.P. · Partnerindirect · owns 50% to 75% of Ferdinand Ffp Ultimate Holdings, LP
- Clayton Dubilier & Rice Fund Xii, L.P. · Partnerindirect · owns 50% to 75% of Cd&R Ferdinand Holdings, L.P.
- Ferdinand Ffp Acquisition, LLC · Shareholder, Class A Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Intermediate Holdings, LP · Memberindirect · owns 75% or more of Ferdinand Ffp Acquisition, LLC
- Ferdinand Ffp Parent, Inc. · Memberindirect · owns 75% or more of Ferdinand Ffp Intermediate Holdings, LP
- Ferdinand Ffp Ultimate Holdings, LP · Shareholderindirect · owns 75% or more of Ferdinand Ffp Parent, Inc.
- Ferdinand Ffp Ultimate Holdings, LP · Shareholder, Class B Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Focus Financial Partners Inc. · Memberindirect · owns 75% or more of Focus Financial Partners, LLC
- Focus Financial Partners, LLC · Memberindirect · owns 75% or more of Focus Operating, LLC
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Haddonfield, NJ1 employees
What changed
consecutive filings, newest first
- Charity clients · 17 to 16Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 6Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $25B to $29BMar 31, 2025 to Mar 30, 2026
- Employees · 34 to 36Mar 31, 2025 to Mar 30, 2026
- Private funds · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $23B to $29BMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.5B to $0Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $370M to $518MMar 31, 2025 to Mar 30, 2026
- RAUM · $25B to $29BMar 31, 2025 to Mar 30, 2026
- Advisory employees · 15 to 16May 2, 2024 to Mar 31, 2025
- Assets in custody · $18B to $25BMay 2, 2024 to Mar 31, 2025
- Employees · 30 to 34May 2, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $19B to $23BMay 2, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.4B to $1.5BMay 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $321M to $370MMay 2, 2024 to Mar 31, 2025
- RAUM · $20B to $25BMay 2, 2024 to Mar 31, 2025
- Related insurance company · false to trueMay 2, 2024 to Mar 31, 2025
- Accounts · 20 to 22Jan 29, 2024 to Mar 27, 2024
- Advisory employees · 16 to 15Jan 29, 2024 to Mar 27, 2024
- Charity clients · 15 to 17Jan 29, 2024 to Mar 27, 2024
- Assets in custody · $10.0B to $18BJan 29, 2024 to Mar 27, 2024
- Employees · 29 to 30Jan 29, 2024 to Mar 27, 2024
- Discretionary RAUM · $10B to $19BJan 29, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $1.4B to $1.4BJan 29, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $236M to $321MJan 29, 2024 to Mar 27, 2024
- RAUM · $12B to $20BJan 29, 2024 to Mar 27, 2024
- Accounts · 19 to 20Jan 6, 2023 to Mar 30, 2023
- Pooled vehicle clients · 4 to 5Jan 6, 2023 to Mar 30, 2023
- Assets in custody · $11B to $10.0BJan 6, 2023 to Mar 30, 2023
- Employees · 26 to 29Jan 6, 2023 to Mar 30, 2023
- Private funds · 3 to 4Jan 6, 2023 to Mar 30, 2023
- Discretionary RAUM · $11B to $10BJan 6, 2023 to Mar 30, 2023
- Non-discretionary RAUM · $1.5B to $1.4BJan 6, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $216M to $236MJan 6, 2023 to Mar 30, 2023
- RAUM · $13B to $12BJan 6, 2023 to Mar 30, 2023
- Accounts · 17 to 19Nov 18, 2021 to Mar 29, 2022
- Charity clients · 13 to 15Nov 18, 2021 to Mar 29, 2022
- Assets in custody · $9.4B to $11BNov 18, 2021 to Mar 29, 2022
- Discretionary RAUM · $9.4B to $11BNov 18, 2021 to Mar 29, 2022
Signals
3 dated events
- Cornerstone Partners reported RAUM $20.0B, up 73% from $11.6B (2024-01-29 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Andrew David Russell (Managing Director, Member) no longer on Schedule A of Cornerstone Partners (listed 2023-09-26, absent 2024-01-26)Jan 26, 2024 · Control person left · inference
- Cornerstone Partners filed its initial SEC registration (Form ADV)Oct 19, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Cornerstone Partners · Independent Sponsorsshared crd · capital_provider
- Cornerstone Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/focus-financial-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/ocio1reportedpublic record, Form ADV, Sep 17, 2026
- Website
- cstonellc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 434-296-2300reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026