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CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753 · SEC 801-61425
3438 PEACHTREE RD. NE., SUITE 900, ATLANTA, GA, 30326, United States
Phone
404-751-3900
Fax
404-751-3889
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.65B
Discretionary AUM
$2.65B
Team
15 total employees; 7 advisory reps; 8 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; MODEL PROVIDER FEES (UMA PLATFORMS)
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)MODEL PORTFOLIO PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $90.1M |
| High net worth individuals | 72 | $183.5M |
| Pension/profit sharing plans | 7 | $268.5M |
| Other investment advisers | 5 | $1.67B |
| Corporations/business entities | 18 | $372.3M |
States served
AL, AZ, CA, GA, LA, NE, NY, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD