CORNERSTONE INVESTMENT PARTNERS, LLC
Adviser information for CORNERSTONE INVESTMENT PARTNERS, LLC last updated from Form ADV on March 27th, 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 | Georgia, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 355 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 355 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 200 | $80.4M |
| HNW Individuals | 85 | $232.4M |
| 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 | 8 | $267.4M |
| Charitable organizations | 7 | $27.8M |
| State or municipal gov entities | <5 | $44.1M |
| Other investment advisers | <5 | $953.6M |
| Insurance companies | <5 | $12.6M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 19 | $278.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsMODEL PORTFOLIO PROVIDER |
|---|---|
| Compensation | % of AUMMODEL PROVIDER FEES (UMA PLATFORMS) |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 234.3M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| IMS PROGRAM | MORGAN STANLEY WEALTH MANAGEMENT |
| DUAL CONTRACT PROGRAM | RW BAIRD |
| MASTERS AND DMA INVESTMENT CONSULTING SERVICES PROGRAM | WELLS FARGO ADVISORS |
| OUTSIDE MANAGER (OSM) PROGRAM | RAYMOND JAMES & ASSOCIATES, INC. |
| HORIZON PROGRAM | STIFEL NICOLAUS & CO. |
| SEPARATE ACCOUNT NETWORK | FIDELITY BROKERAGE SERVICES LLC |
| WELLS FARGO PAN | WELLS FARGO ADVISORS |
Principal Office
PHIPPS TOWER, 3438 PEACHTREE RD. NE.SUITE 900
ATLANTA
GA
United States
Monday - Friday, 9AM TO 5PM
Tel: 404-751-3900, Fax: 404-751-3889
Chief Compliance Officer
SEAN KIM
DIRECTOR OF OPERATIONS & ADMINISTRATION
PHIPPS TOWER, 3438 PEACHTREE ROAD, NE
SUITE 900
ATLANTA
GA
United States
Tel:
404-751-3900
Fax:
404-751-3889
K**@*****************M
(Full email address available in API data)
Industry Affiliates
| EAGLE ROCK INVESTMENT COMPANY, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAMPBELL, JOHN, 'NMI' | Individual | – | CHIEF INVESTMENT OFFICER/ELECTED MANAGER | 09/2011 | 25-50% |
| CIM HOLDINGS, LLC | Domestic Entity | – | HOLDING COMPANY/SOLE MEMBER | 09/2011 | > 75% |
| VAN NOSTRAND, RICHARD, MARTIN | Individual | – | ELECTED MANAGER | 09/2011 | 10-25% |
| CAMPBELL, JOHN, 'NMI' | Individual | CIM HOLDINGS, LLC | PARTNER | 09/2011 | 25-50% |
| KIM, HYUNG, TAK | Individual | – | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS & ADMINISTRATION, ELECTED MANAGER | 10/2017 | < 5% |
| BROWN, JOSEPH, RUSSELL | Individual | – | ELECTED MANAGER | 03/2020 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Entrada Therapeutics | COM | 162K | 11K | – |
| Acadia Realty Trust | COM | 184K | 10K | – |
| ACM Research, Inc. Class A | COM | 265K | 12K | – |
| Adecoagro S.A. | COM | 144K | 15K | – |
| Affiliated Managers Group | COM | 485K | 3K | – |
| Alamo Group Inc. | COM | 441K | 3K | – |
| Albertsons Companies, Inc. Class A | COM | 1M | 71K | – |
| Alight Inc. | COM | 480K | 65K | – |
| Alkami Technology Inc | COM | 252K | 9K | – |
| Alpha and Omega Semiconductor | COM | 225K | 6K | – |
| Alphabet Inc. Class A | COM | 107M | 590K | – |
| Ambac Financial Group Inc. | COM | 128K | 10K | – |
| American Axle & Manufacturing Holdings, Inc. | COM | 146K | 21K | – |
| American Express Co. | COM | 57M | 244K | – |
| Americas Car-Mart Inc. | COM | 247K | 4K | – |
| Amgen Inc. | COM | 2M | 6K | – |
| Amphastar Pharmaceuticals, Inc | COM | 338K | 8K | – |
| Angi Inc Class A | COM | 112K | 58K | – |
| API Group Corp. | COM | 922K | 25K | – |
| Apple Hospitality REIT Inc | COM | 164K | 11K | – |
| ArcBest Corporation | COM | 254K | 2K | – |
| Arlo Technologies Inc. | COM | 310K | 24K | – |
| Aspen Aerogels Inc | COM | 322K | 14K | – |
| Assurant, Inc. | COM | 376K | 2K | – |
| AutoZone Inc. | COM | 80M | 27K | – |
| Avepoint, Inc | COM | 205K | 20K | – |
| AvidXchange Holdings, Inc. | COM | 160K | 13K | – |
| Bath & Body Works, Inc. | COM | 461K | 12K | – |
| Beacon Roofing Supply, Inc. | COM | 421K | 5K | – |
| Beazer Homes USA | COM | 251K | 9K | – |
| Bitdeer Technologies Group Class A | COM | 299K | 29K | – |
| BJ'S WHOLESALE CLUB HOLDINGS | COM | 460K | 5K | – |
| Blackbaud, Inc. | COM | 249K | 3K | – |
| Blue Owl Capital, Inc. Class A | COM | 1M | 79K | – |
| Booz Allen Hamilton cl A | COM | 1M | 9K | – |
| Boston Omaha Corp. Class A | COM | 162K | 12K | – |
| Broadcom Limited | COM | 116M | 72K | – |
| CACI International, Inc. | COM | 822K | 2K | – |
| Cactus, Inc. | COM | 386K | 7K | – |
| Callaway Golf Company | COM | 162K | 11K | – |
| Camping World Holdings, Inc. | COM | 2M | 87K | – |
| Camtek Ltd. | COM | 206K | 2K | – |
| Carpenter Technology Corp | COM | 297K | 3K | – |
| CDW Corporation | COM | 30M | 136K | – |
| Cencora Inc. | COM | 73M | 326K | – |
| Charles River Laboratories International, Inc. | COM | 386K | 2K | – |
| Chubb Limited | COM | 76M | 299K | – |
| Ciena Corporation | COM | 585K | 12K | – |
| Cipher Mining Inc | COM | 137K | 33K | – |
| CME Group Inc. | COM | 2M | 10K | – |
| Colliers International Group | COM | 231K | 2K | – |
| Comfort Systems USA | COM | 706K | 2K | – |
| ConocoPhillips | COM | 2M | 19K | – |
| Construction Partners, Inc. Class A | COM | 245K | 4K | – |
| Corpay Inc. | COM | 64M | 241K | – |
| Coterra Energy | COM | 1M | 55K | – |
| Coursera Inc | COM | 89K | 12K | – |
| Credo Technology Group Holding Ltd. | COM | 311K | 10K | – |
| Criteo S.A. ADS | ADR | 226K | 6K | – |
| CSX Corporation | COM | 2M | 72K | – |
| Cummins Inc. | COM | 2M | 7K | – |
| Curtiss-Wright Corp. | COM | 328K | 1K | – |
| Cytek Biosciences, Inc. Common | COM | 131K | 24K | – |
| Daktronics, Inc. | COM | 226K | 16K | – |
| Diamondback Energy, Inc. | COM | 65M | 323K | – |
| Dollar General Corp. | COM | 46M | 351K | – |
| Dorman Products, Inc. | COM | 523K | 6K | – |
| Driven Brands Holdings, Inc. | COM | 202K | 16K | – |
| Dropbox, Inc. | COM | 232K | 10K | – |
| Dutch Bros Inc | COM | 222K | 5K | – |
| Electronic Arts Inc. | COM | 36M | 260K | – |
| Elevance Health, Inc. | COM | 83M | 154K | – |
| EMCOR Group Inc. | COM | 639K | 2K | – |
| Euronet Worldwide Inc | COM | 590K | 6K | – |
| Evercore Partners, Inc. | COM | 3M | 13K | – |
| Expedia, Inc. | COM | 361K | 3K | – |
| Farmland Partners Inc. | COM | 169K | 15K | – |
| Fiserv Inc. | COM | 84M | 561K | – |
| Five Below, Inc. | COM | 497K | 5K | – |
| Forestar Group Inc. | COM | 202K | 6K | – |
| Freshworks Inc. Class A Common | COM | 150K | 12K | – |
| Funko, Inc. Class A | COM | 188K | 19K | – |
| Gatos Silver, Inc. | COM | 198K | 19K | – |
| Gigacloud Technology | COM | 403K | 13K | – |
| Gildan Activewear Inc. | COM | 395K | 10K | – |
| Golar LNG Ltd | COM | 202K | 6K | – |
| Goldman Sachs Group Inc | COM | 778K | 2K | – |
| Green Brick Partners, Inc. | COM | 340K | 6K | – |
| Hasbro Inc. | COM | 35M | 606K | – |
| Hawkins Inc | COM | 231K | 3K | – |
| HCA Healthcare, Inc. | COM | 79M | 245K | – |
| Health Catalyst, Inc. | COM | 75K | 12K | – |
| Healthcare Services Group | COM | 135K | 13K | – |
| Henry Schein, Inc. | COM | 229K | 4K | – |
| Himax Technologies, Inc. | ADR | 203K | 26K | – |
| HNI Corporation | COM | 215K | 5K | – |
| Huntington Ingalls Industries | COM | 250K | 1K | – |
| HUYA INC | ADR | 118K | 30K | – |
| ICF International, Inc. | COM | 304K | 2K | – |
| Innovative Industrial Properties Inc | COM | 214K | 2K | – |
| Innoviva, Inc. | COM | 169K | 10K | – |
| InterDigital, Inc. | COM | 323K | 3K | – |
| IQIYI, INC. | ADR | 68K | 19K | – |
| iShares S&P Natl AMT-Fr Mun | COM | 985K | 9K | – |
| iShares S&P Sh Tm Nat AMT-Free | COM | 400K | 4K | – |
| Itron, Inc. | COM | 220K | 2K | – |
| Ituran Location and Control | COM | 225K | 9K | – |
| JFROG Ltd. | COM | 254K | 7K | – |
| JPMorgan Chase & Co | COM | 50M | 249K | – |
| Kinsale Capital Group, Inc. | COM | 250K | 650 | – |
| KLA Corporation | COM | 55M | 67K | – |
| Kronos Worldwide, Inc. | COM | 163K | 13K | – |
| Legalzoom.com, Inc. | COM | 108K | 13K | – |
| LeMaitre Vascular, Inc. | COM | 216K | 3K | – |
| LKQ Corporation | COM | 485K | 12K | – |
| LSI Industries Inc. | COM | 147K | 10K | – |
| Lumentum Holdings Inc. | COM | 327K | 6K | – |
| M/I Homes, Inc. | COM | 213K | 2K | – |
| Marcus Corporation | COM | 125K | 11K | – |
| Marqeta, Inc. | COM | 154K | 28K | – |
| Match Group, Inc. | COM | 476K | 16K | – |
| Matson, Inc. | COM | 278K | 2K | – |
| McKesson Corp | COM | 38M | 66K | – |
| Meta Platforms, Inc. | COM | 98M | 194K | – |
| Micron Technology Inc | COM | 91M | 692K | – |
| Microsoft Corporation | COM | 72M | 160K | – |
| Mission Produce, Inc. | COM | 130K | 13K | – |
| MKS Instruments Inc. | COM | 482K | 4K | – |
| Moelis & Company | COM | 3M | 50K | – |
| Molina Healthcare, Inc. | COM | 469K | 2K | – |
| MYR Group, Inc. | COM | 381K | 3K | – |
| N-able, Inc. | COM | 175K | 11K | – |
| NAPCO Security Technologies | COM | 205K | 4K | – |
| National Oilwell Varco Inc | COM | 294K | 15K | – |
| National Storage Affiliates Trust | COM | 369K | 9K | – |
| Navigator Holdings Ltd. | COM | 599K | 34K | – |
| NeoGenomics, Inc. | COM | 151K | 11K | – |
| Nexstar Media Group, Inc. Cl A | COM | 486K | 3K | – |
| Norfolk Southern Corp | COM | 48M | 223K | – |
| NOW Inc. | COM | 147K | 11K | – |
| Ollie's Bargain Outlet Holding | COM | 564K | 6K | – |
| OneMain Holdings, Inc. | COM | 2M | 38K | – |
| OneSpan Inc. | COM | 187K | 15K | – |
| OneSpaWorld Holdings Ltd. | COM | 207K | 13K | – |
| Onto Innovation Inc. | COM | 776K | 4K | – |
| OraSure Technologies Inc. | COM | 132K | 31K | – |
| Pagaya Technologies Ltd Class A | COM | 185K | 14K | – |
| Perimeter Solutions | COM | 161K | 21K | – |
| Permian Resources Corp. | COM | 678K | 42K | – |
| Playa Hotels & Resorts N.V. | COM | 165K | 20K | – |
| Powell Industries Inc. | COM | 306K | 2K | – |
| Primoris Services Corporation | COM | 287K | 6K | – |
| Qualcomm Inc. | COM | 3M | 15K | – |
| Renew Energy Global Class A | COM | 159K | 26K | – |
| RH | COM | 282K | 1K | – |
| Rio Tinto PLC | ADR | 1M | 21K | – |
| Riot Platforms, Inc. | COM | 145K | 16K | – |
| Riskified Ltd. Class A | COM | 229K | 36K | – |
| RLX Technology, Inc. Sponsored ADR Class A | ADR | 147K | 80K | – |
| Rush Street Interactive, Inc. Class A | COM | 251K | 26K | – |
| Ryan Specialty Holdings, Inc | COM | 421K | 7K | – |
| Safe Bulkers | COM | 176K | 30K | – |
| Sapiens International | COM | 366K | 11K | – |
| Scorpio Tankers Inc. | COM | 319K | 4K | – |
| Seagate Technology | COM | 2M | 17K | – |
| Select Medical Holdings Corp | COM | 296K | 8K | – |
| Shake Shack Inc. Class A | COM | 220K | 2K | – |
| Signet Jewelers Limited | ADR | 233K | 3K | – |
| Skechers U.S.A. Inc. | COM | 517K | 7K | – |
| SkyWest Inc. | COM | 381K | 5K | – |
| SM Energy Company | COM | 606K | 14K | – |
| Smith & Wesson Brands, Inc. | COM | 148K | 10K | – |
| SPDR Barclays 1-3 Month T-Bill | COM | 17M | 189K | – |
| SS&C Technologies Hldgs Inc. | COM | 62M | 994K | – |
| Sterling Infrastructure, Inc. | COM | 226K | 2K | – |
| Stifel Financial Corp | COM | 562K | 7K | – |
| StoneX Group Inc. | COM | 546K | 7K | – |
| Stride, Inc. | COM | 244K | 3K | – |
| SunCoke Energy, Inc. | COM | 140K | 14K | – |
| Sunstone Hotel Investors Inc. | COM | 167K | 16K | – |
| T Rowe Price Group Inc | COM | 2M | 14K | – |
| Taboola.com | COM | 131K | 38K | – |
| Take-Two Interactive Software | COM | 36M | 233K | – |
| Talkspace | COM | 132K | 57K | – |
| Target Hospitality Corp. | COM | 125K | 14K | – |
| Teekay Tankers cl A | COM | 349K | 5K | – |
| Teleflex Incorporated | COM | 206K | 978 | – |
| Teradyne Inc. | COM | 362K | 2K | – |
| Texas Roadhouse Inc. | COM | 462K | 3K | – |
| The Kraft Heinz Company | COM | 1M | 45K | – |
| The Travelers Companies | COM | 59M | 289K | – |
| TransUnion | COM | 816K | 11K | – |
| Tri Pointe Group, Inc. | COM | 332K | 9K | – |
| TriNet Group, Inc. | COM | 571K | 6K | – |
| TTM Technologies, Inc. | COM | 196K | 10K | – |
| Turtle Beach Corporation | COM | 146K | 10K | – |
| Udemy, Inc. Common Stock | COM | 145K | 17K | – |
| Ulta Beauty, Inc. | COM | 247K | 640 | – |
| Under Armour, Inc. Cl A | COM | 143K | 21K | – |
| Union Pacific Corp. | COM | 2M | 9K | – |
| Unisys Corporation | COM | 131K | 32K | – |
| United Parcel Service Inc. | COM | 41M | 298K | – |
| United Rentals Inc. | COM | 36M | 56K | – |
| United States Cellular Corp | COM | 202K | 4K | – |
| UnitedHealth Group, Inc. | COM | 64M | 126K | – |
| Universal Technical Institute, Inc. | COM | 167K | 11K | – |
| Upwork Inc. | COM | 177K | 17K | – |
| Urban Outfitters Inc | COM | 210K | 5K | – |
| US Foods Holding | COM | 556K | 10K | – |
| Vanguard Short-Term Bond | COM | 25M | 326K | – |
| Vanguard Total Bd Mkt ETF | COM | 39M | 541K | – |
| Veeco Instruments Inc. | COM | 760K | 16K | – |
| Verra Mobility Corporation | COM | 415K | 15K | – |
| Vimeo, Inc. Common Stock | COM | 128K | 34K | – |
| Viper Energy Partners LP | COM | 351K | 9K | – |
| VISA Inc. | COM | 72M | 273K | – |
| Vital Energy, Inc. | COM | 278K | 6K | – |
| Vital Farms, Inc. | COM | 324K | 7K | – |
| W. R. Berkley Corporation | COM | 499K | 6K | – |
| Walker & Dunlop, Inc. | COM | 657K | 7K | – |
| WalkMe Ltd. | COM | 207K | 15K | – |
| Warrior Met Coal, Llc | COM | 507K | 8K | – |
| Weave Communications, Inc. | COM | 134K | 15K | – |
| WEX Inc. | COM | 766K | 4K | – |
| Xenia Hotels & Resorts, Inc. | COM | 148K | 10K | – |
| Yext, Inc. | COM | 152K | 28K | – |
| Zoominfo Technologies Inc | COM | 324K | 25K | – |
| Zuora, Inc. Class A | COM | 158K | 16K | – |