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CORNERSTONE INVESTMENT PARTNERS, LLC
ATLANTA, GA
404-751-3900
SEC #801-61425Total AUM
$2.7B
Employees
15Clients
271Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3438 PEACHTREE RD. NE.
SUITE 900
ATLANTA
GA 30326
United States
SUITE 900
ATLANTA
GA 30326
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
404-751-3900
Other Offices
1
Financials
Total AUM
$2.7B
Accounts
862Discretionary
$2.7B
Accounts
862Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
166AUM
$90.1M
HNW Individual Clients
72AUM
$183.5M
Pension/Profit Sharing Plan Clients
7AUM
$268.5M
Charitable Organization Clients
1AUM
$3.8M
Government Entity Clients
1AUM
$43.1M
Investment Advisor Clients
5AUM
$1.7B
Insurance Company Clients
1AUM
$19.6M
Corporation or Business Clients
18AUM
$372.3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIO PROVIDER
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MODEL PROVIDER FEES (UMA PLATFORMS)
Compliance
Disclosures
None reported
State Registrations
ALAZCAFLGALANCNENYSCTNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.