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CORNERSTONE CAPITAL, INC.
CRD 105396 · SEC 801-13945
200 HOMER AVE., PALO ALTO, CA, 94301, United States
Phone
650-566-9650
Fax
650-566-9651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$1.36B
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $13.7M |
| High net worth individuals | 99 | $850.1M |
| Pension/profit sharing plans | 7 | $38.0M |
| Charitable organizations | 16 | $162.8M |
| Corporations/business entities | 2 | $293.0M |
States served
CA, HI, FL
All web addresses on file
Official SEC filing: View on IAPD