CORNERSTONE CAPITAL, INC.
Adviser information for CORNERSTONE CAPITAL, INC. last updated from Form ADV on March 28th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 274 | $1.3B |
Non-Discretionary | 0 | $0 |
Total | 274 | $1.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 27 | $13.0M |
HNW Individuals | 107 | $779.7M |
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 | 10 | $50.1M |
Charitable organizations | 21 | $232.3M |
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 | <5 | $217.3M |
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 AUMFixed fees |
Principal Office
200 HOMER AVE.PALO ALTO
CA
United States
Monday - Friday, 8AM-4:30PM PST
Tel: 650-566-9650, Fax: 650-566-9651
Chief Compliance Officer
SILVIA BURSTEIN
200 HOMER AVE.
PALO ALTO
CA
United States
Tel:
650.566.9650
Fax:
650.566.9651
S********@**********************T
(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 |
---|---|---|---|---|---|
DINSMORE, BRADFORD, WARREN | Individual | – | PRESIDENT | 09/1995 | 25-50% |
FORD, MASON, WILLIAM | Individual | – | VICE PRESIDENT | 04/2001 | 25-50% |
BRANSON, MARK, BRADFORD | Individual | – | VICE PRESIDENT | 11/2009 | 25-50% |
BURSTEIN, SILVIA, SANDOVAL | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2018 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 25M | 240K | – |
ABBVIE INC | COM | 31M | 181K | – |
ADOBE INC | COM | 763K | 1K | – |
AEROVIRONMENT INC | COM | 264K | 1K | – |
AIRBNB INC | COM CL A | 325K | 2K | – |
ALPHABET INC | CAP STK CL A | 53M | 290K | – |
AMAZON COM INC | COM | 46M | 237K | – |
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 212K | 3K | – |
AMERICAN CENTY ETF TR | INTL EQT ETF | 404K | 6K | – |
AMERICAN CENTY ETF TR | US EQT ETF | 1M | 14K | – |
AMERICAN ELEC PWR CO INC | COM | 202K | 2K | – |
AMETEK INC | COM | 16M | 95K | – |
AMGEN INC | COM | 32M | 103K | – |
ANALOG DEVICES INC | COM | 532K | 2K | – |
APPLE INC | COM | 10M | 47K | – |
APTARGROUP INC | COM | 18M | 128K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | – |
BOX INC | CL A | 9M | 337K | – |
BRISTOL-MYERS SQUIBB CO | COM | 373K | 9K | – |
CHARTER COMMUNICATIONS INC N | CL A | 8M | 27K | – |
CHEVRON CORP NEW | COM | 609K | 4K | – |
CISCO SYS INC | COM | 18M | 372K | – |
COCA COLA CO | COM | 558K | 9K | – |
CONOCOPHILLIPS | COM | 201K | 2K | – |
CONSOLIDATED EDISON INC | COM | 642K | 7K | – |
CONSTELLATION BRANDS INC | CL A | 12M | 48K | – |
CORNING INC | COM | 24M | 607K | – |
COSTCO WHSL CORP NEW | COM | 376K | 442 | – |
CROWDSTRIKE HLDGS INC | CL A | 3M | 7K | – |
CROWN CASTLE INC | COM | 8M | 81K | – |
DISNEY WALT CO | COM | 20M | 201K | – |
DOVER CORP | COM | 242K | 1K | – |
DUKE ENERGY CORP NEW | COM NEW | 3M | 27K | – |
DYNATRACE INC | COM NEW | 34M | 753K | – |
EMERSON ELEC CO | COM | 395K | 4K | – |
EXXON MOBIL CORP | COM | 651K | 6K | – |
FIRST SOLAR INC | COM | 365K | 2K | – |
FISERV INC | COM | 18M | 124K | – |
GALLAGHER ARTHUR J & CO | COM | 33M | 127K | – |
GILEAD SCIENCES INC | COM | 2M | 36K | – |
HEALTHPEAK PROPERTIES INC | COM | 8M | 409K | – |
HOME DEPOT INC | COM | 18M | 52K | – |
ILLINOIS TOOL WKS INC | COM | 1M | 5K | – |
INTUITIVE SURGICAL INC | COM NEW | 6M | 13K | – |
INVESCO QQQ TR | UNIT SER 1 | 592K | 1K | – |
ISHARES INC | MSCI JPN ETF NEW | 2M | 23K | – |
ISHARES TR | PFD AND INCM SEC | 585K | 19K | – |
ISHARES TR | MSCI INDIA ETF | 8M | 149K | – |
ISHARES TR | RUSSELL 3000 ETF | 440K | 1K | – |
JOHNSON & JOHNSON | COM | 21M | 141K | – |
KIMBERLY-CLARK CORP | COM | 19M | 137K | – |
KINDER MORGAN INC DEL | COM | 8M | 417K | – |
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 853K | 17K | – |
LIGAND PHARMACEUTICALS INC | COM NEW | 547K | 6K | – |
LOCKHEED MARTIN CORP | COM | 757K | 2K | – |
MERCK & CO INC | COM | 711K | 6K | – |
META PLATFORMS INC | CL A | 14M | 27K | – |
MICROSOFT CORP | COM | 63M | 142K | – |
NEXTERA ENERGY INC | COM | 212K | 3K | – |
NVIDIA CORPORATION | COM | 2M | 19K | – |
OMNIAB INC | COM | 645K | 172K | – |
ORIGIN BANCORP INC | COM | 778K | 25K | – |
PEPSICO INC | COM | 23M | 142K | – |
PFIZER INC | COM | 492K | 18K | – |
PROCTER AND GAMBLE CO | COM | 4M | 22K | – |
RELIANCE INC | COM | 22M | 79K | – |
ROBERT HALF INC. | COM | 14M | 222K | – |
SALESFORCE INC | COM | 14M | 56K | – |
SCHWAB CHARLES CORP | COM | 18M | 242K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 5K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 14M | 212K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 285K | 2K | – |
SELECT SECTOR SPDR TR | INDL | 272K | 2K | – |
SERVICENOW INC | COM | 14M | 18K | – |
SHAKE SHACK INC | CL A | 21M | 234K | – |
SHOPIFY INC | CL A | 23M | 346K | – |
SIMPSON MFG INC | COM | 22M | 131K | – |
SMUCKER J M CO | COM NEW | 8M | 76K | – |
SOUTHERN CO | COM | 5M | 69K | – |
SPDR GOLD TR | GOLD SHS | 421K | 2K | – |
SPDR S&P 500 ETF TR | TR UNIT | 18M | 32K | – |
STARBUCKS CORP | COM | 10M | 135K | – |
SUNOPTA INC | COM | 105K | 19K | – |
TARGA RES CORP | COM | 389K | 3K | – |
TESLA INC | COM | 516K | 3K | – |
THERMO FISHER SCIENTIFIC INC | COM | 28M | 51K | – |
TRIMBLE INC | COM | 16M | 278K | – |
UBER TECHNOLOGIES INC | COM | 24M | 332K | – |
UNITEDHEALTH GROUP INC | COM | 535K | 1K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 991K | 4K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2M | 23K | – |
VERIZON COMMUNICATIONS INC | COM | 13M | 320K | – |
VIKING THERAPEUTICS INC | COM | 2M | 34K | – |
VISA INC | COM CL A | 40M | 151K | – |
WISDOMTREE TR | JP SMALLCP DIV | 485K | 6K | – |
WORKDAY INC | CL A | 21M | 94K | – |