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Asset manager · Atlanta, GA

Cornerstone Investment Partners, LLC

SEC-registered investment adviser · CRD 111753 · SEC 801-61425

At a glance

Cornerstone Investment Partners, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $2.7 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is other investment advisers, and it reports 238 individual clients. By Form ADV it is a asset manager, ranked 932nd of 3,218 asset managers and 3,060th of 17,210 SEC-registered advisers by assets.

Main office 404-751-3900cornerstone-ip.comLinkedInAs filed on Form ADV

Regulatory AUM
$2.7B
Rank among asset managers
#932 of 3,218
Rank among all SEC RIAs
#3,060 of 17,210
Rank in Georgia
#56 of 331
Individual clients
238
High-net-worth clients
72
Accounts
862
Discretionary
100% of AUM
Employees
15
Advisory staff
7
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Other investment advisers5$1.7B63%
Corporations or other businesses18$372M14%
Pension and profit sharing plans7$269M10%
High-net-worth individuals72$184M7%
Individuals166$90M3%
State or municipal government entities–$43M2%
Insurance companies–$20M<1%
Charitable organizations–$4M<1%

Disciplinary disclosures

Cornerstone Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Other services

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

AtlasMembers

The full record on Cornerstone Investment Partners, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 849 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Cornerstone Investment Partners, LLC manage?

Cornerstone Investment Partners, LLC reports $2.7 billion in regulatory assets under management across 862 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 30, 2026.

What kind of firm is Cornerstone Investment Partners, LLC?

Cornerstone Investment Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Cornerstone Investment Partners, LLC’s clients?

By assets, its largest client types are other investment advisers ($1.7 billion, 5 clients); corporations or other businesses ($372 million, 18 clients); pension and profit sharing plans ($269 million, 7 clients).

Does Cornerstone Investment Partners, LLC have any disciplinary history?

Cornerstone Investment Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Cornerstone Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →