CORNERSTONE ALTERNATIVES
CORNERSTONE ALTERNATIVES LLC Legal Name
Adviser information for CORNERSTONE ALTERNATIVES last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | South Carolina, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-129602 |
---|---|
SEC ERA File Number | 801-129602 |
SEC CIK Numbers | None |
SEC CRD Numbers | 330043 |
Legal Entity Identifier | None |
Principal Office
132 KEOWEE AVEGREENVILLE
SC
United States
Monday - Friday, 9 AM - 5 PM
Tel: 315-416-3384, Fax: None
Chief Compliance Officer
MARTIN BUBLITZ
INVESTMENT ADVISOR REPRESENTATIVE
14127 24TH DR SE
MILL CREEK
WA
United States
Tel:
425-224-6394
M*****@**************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CROWDDD LLC | Domestic Entity | – | OWNER | 01/2024 | > 75% |
ROBERTSON, MARK, HARVEY | Individual | CROWDDD LLC | OWNER | 08/2014 | > 75% |
BUBLITZ, MARTIN, HARALD | Individual | – | CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISOR REPRESENTATIVE | 01/2024 | < 5% |
GOLDBERG, ANDREW, COLIN | Individual | – | MANAGING PARTNER | 01/2024 | < 5% |