Cornerstone Capital Management Holdings LLC is a large advisory firm based in New York. It manages $14 billion of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Illinois, Massachusetts, and 3 other states.
Cornerstone Capital Management Holdings provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cornerstone Capital Management Holdings LLC is $14 billion. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cornerstone Capital Management Holdings LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cornerstone Capital Management Holdings LLC performs its advisory services is located at 1180 Avenue Of The Americas, New York, NY 10036 8401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-938-6500 or by fax 212-938-8139. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at cornerstonecapital.com.