CORNERSTONE TRUST MANAGEMENT SERVICES LLC
Adviser information for CORNERSTONE TRUST MANAGEMENT SERVICES LLC last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 0 | $0 |
| Non-Discretionary | 1 | $999.8M |
| Total | 1 | $999.8M |
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 | <5 | $999.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | INVESTMENT ADVISORY SERVICES TO BANKING INSTITUTION ACTING AS TRUSTEE OF CEMETERY AND FUNERAL HOME TRUSTS |
|---|---|
| Compensation | % of AUM |
Principal Office
955 KELLER ROADSUITE 1500
ALTAMONTE SPRINGS
FL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M EASTERN TIME ZONE
Tel: 215-826-2800, Fax: 215-826-2852
Chief Compliance Officer
LORENA TRUJILLO
SECRETARY, GENERAL COUNSEL
955 KELLER ROAD
SUITE 1500
ALTAMONTE SPRINGS
FL
United States
Tel:
215-826-2865
L****@********************M
(Full email address available in API data)
Regulatory Contact
MICHELE STONE
955 KELLER ROAD
SUITE 1500
ALTAMONTE SPRINGS
FL
United States
M*****@********************M
(Full email address available in API data)
Industry Affiliates
| CORNERSTONE FAMILY INSURANCE SERVICES, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HENLOPEN MEMORIAL PARK SUBSIDIARY LLC | Domestic Entity | CEMETERY MANAGEMENT SERVICES, L.L.C. | SOLE MEMBER | 09/2004 | > 75% |
| CEMETERY MANAGEMENT SERVICES, L.L.C. | Domestic Entity | – | SOLE MEMBER | 12/2001 | > 75% |
| CORNERSTONE FAMILY SERVICES OF WEST VIRGINIA SUBSIDIARY, INC. | Domestic Entity | HENLOPEN MEMORIAL PARK SUBSIDIARY LLC | SOLE MEMBER | 12/2009 | > 75% |
| CORNERSTONE FAMILY SERVICES OF WEST VIRGINIA LLC | Domestic Entity | CORNERSTONE FAMILY SERVICES OF WEST VIRGINIA SUBSIDIARY, INC. | SOLE SHAREHOLDER | 09/2004 | |
| STONEMOR OPERATING LLC | Domestic Entity | CORNERSTONE FAMILY SERVICES OF WEST VIRGINIA LLC | SOLE MEMBER | 09/2004 | |
| STONEMOR PARTNERS L.P. | Domestic Entity | STONEMOR OPERATING LLC | SOLE MEMBER | 09/2004 | > 75% |
| STONEMOR INC. | Domestic Entity | STONEMOR PARTNERS L.P. | GENERAL PARTNER | 12/2019 | |
| Trujillo, Lorena | Individual | – | CCO, GENERAL COUNSEL, SECRETARY | 02/2022 | < 5% |
| DONOHUE, LILLY, HO | Individual | – | CHIEF EXECUTIVE OFFICER AND PRESIDENT | 11/2022 | < 5% |
| SHEEAN, KAREN, SUE | Individual | – | CHIEF PEOPLE OFFICER | 08/2023 | < 5% |
| Corbett, William | Individual | – | CHIEF INVESTMENT OFFICER | 11/2022 | < 5% |
| Steffani, Scott | Individual | – | CHIEF FINANCIAL OFFICER AND TREASURER | 01/2024 | < 5% |
| STONEMOR LP HOLDINGS, LLC | Domestic Entity | STONEMOR PARTNERS L.P. | SOLE LIMITED PARTNER | 12/2019 | > 75% |
| EVERSTORY PARENT CORP. | Domestic Entity | STONEMOR INC. | SOLE SHAREHOLDER | 11/2022 | > 75% |