Asset manager · Charlottesville, VA
Cornerstone Partners
Cornerstone Partners Capital Management, LLC · SEC-registered investment adviser · CRD 311296 · SEC 801-119827
At a glance
Cornerstone Partners is an SEC-registered investment adviser based in Charlottesville, Virginia, with $29.3 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is charitable organizations. By Form ADV it is a asset manager, ranked 303rd of 3,218 asset managers and 669th of 17,210 SEC-registered advisers by assets.
Main office 434-296-2300LinkedInAs filed on Form ADV
- Regulatory AUM
- $29B
- Rank among asset managers
- #303 of 3,218
- Rank among all SEC RIAs
- #669 of 17,210
- Rank in Virginia
- #5 of 300
- Clients
- 22
- Accounts
- 22
- Discretionary
- 100% of AUM
- Employees
- 36
- Advisory staff
- 16
- Offices
- 2
Owners and executives on its Form ADV
- Kevin W. SchuylerManaging Director, Member
- Jerry N. Polk JRManaging Director, Member
- Christopher C. LaingManaging Director, Member
- Shane B. GalieManaging Director, Member
- Kristin L. HenningsenManaging Director of Operations, Member
- Peter W. KnerrManaging Director, Member
- Carrie E DavisManaging Director of Operations, Member
- Laura E RollerManaging Director, Member
- Ishraga EltahirCCO
- Jae H. KwonManaging Director, Member
- Anne A. GerstenmaierManaging Director, Member
- Kathryn E. ScottManaging Director, Member
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 16 | $29B | 98% |
| Pooled investment vehicles | 6 | $518M | 2% |
Private funds
Cornerstone Partners reports 5 private funds with $518M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Cornerstone Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Cornerstone Partners
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, 5 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 379 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cornerstone Partners manage?
Cornerstone Partners reports $29.3 billion in regulatory assets under management across 22 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Cornerstone Partners?
Cornerstone Partners 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 Partners’s clients?
By assets, its largest client types are charitable organizations ($28.8 billion, 16 clients); pooled investment vehicles ($518 million, 6 clients).
Does Cornerstone Partners manage private funds?
Yes. It reports 5 private funds with $518 million in gross assets, including hedge funds, private equity funds.
Does Cornerstone Partners have any disciplinary history?
Cornerstone Partners 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 Partners’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 (2026-03-30), 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 →