RIA Intel›Advisers›California›CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

Advisory

N·RANCHO SANTA FE, CA

Data as of Mar 29, 2021 · Source: SEC Form ADV

Total AUM
$39M
1-Year AUM Growth
-37.9%
3-Year CAGR
-14.7%
Employees
3
Assets Under Management
Total AUM$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingDec 6, 2005
Latest FilingMar 29, 2021
🔒 Full AUM trend chart and 34 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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