COBBLESTONE CAPITAL ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	41
Investment Advisory/Research	23
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	22
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	3,155	$2.5B
Non-Discretionary	8	$50.3M
Total	3,163	$2.6B

Clients

Type	Number	RAUM
Individuals	1,022	$313.7M
HNW Individuals	649	$1.8B
Banking or thrift institutions	<5	$5.3M
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	12	$114.4M
Pension and profit sharing plans	9	$119.1M
Charitable organizations	25	$69.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	<5	$74.0M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	20	$38.2M
Other	11	$3.2M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1000

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number	801-55482
SEC ERA File Number	801-55482
SEC CIK Numbers	1033505
SEC CRD Numbers	108023
Legal Entity Identifier	None

Principal Office

500 LINDEN OAKS
SUITE 210
ROCHESTER
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic