RIA Intel›Advisers›New York›CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC

Advisory

N·NEW YORK, NY

Data as of Apr 24, 2017 · Source: SEC Form ADV

Total AUM

$14.0B

1-Year AUM Growth

+10.8%

3-Year CAGR

+9.1%

Employees

18

Assets Under Management

Total AUM$14.0B

Discretionary AUM$14.0B

Non-Discretionary AUM$21M

Discretionary %99.9%

Total Clients—

Team

Total Employees18

Investment Advisers49

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingOct 1, 2008

Latest FilingApr 24, 2017

🔒 Full AUM trend chart and 42 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.