Allocator Index · CRD 142359

CORNERSTONE ADVISORY

Hunt Valley, MD · 410-468-1693 · cornerstoneadvisory.com/

SEC IAPD record ↗

Fit score

80

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

452

Other individuals

356

HNW assets

$1.85B

Total AUM

$2.25B

Employees

19

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ALTERNATIVE MARKETS FUND, L.P.Hedge Fund$30.4M