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Cornerstone Alternatives

Cornerstone Alternatives. CRD 330043

C

CRD: 330043

Cornerstone Alternatives

Greenville, SC
8642024920
www.cornerstonealternatives.com
$159.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
6 Employees
410 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
01-01-2024
Office Locations
3

Office Locations

-- Edmonds WA
-- Franklin MI
-- Greenville SC

About Cornerstone Alternatives

Cornerstone Alternatives is an SEC-registered RIA focused on alternative investments for accredited investors, advising on private equity, private credit, real estate, venture capital, hedge funds, and mixed strategies. The firm provides portfolio management, access management, and estate transition support, with a client portal and an operations workflow that includes account linking and order processing with Charles Schwab.

Team overview

-- AVG AGE
$79.7M AVG AUM / ADVISOR
$388.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Accredited Investors

Frontier

Asset Classes

Atlas prime Atlas zenith Crest vital Vector ridge Eagle Eagle legacy Prime unison

Client Personas

Bridge

Custodian

Wave zenith Vertex

Investment Themes

Element Vertex

Investment Vehicles

Pioneer summit

Services

Insight beacon Value Signal summit Quantum

Owner & Executives

ANDREW COLIN GOLDBERG

ANDREW COLIN GOLDBERG

Chief Compliance Officer, Managing Partner

CRD
--
Ownership
75% or more
(561) 824-9436
focus.value@zenithcapital.com
in linkedin.com/in/momentum-insight

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Contacts

J

JEFFERY MATHEW COOPER

Chief Financial Officer

CRD
#8004756
(255) 412-3987
glacier.vital@oakcapital.com
in linkedin.com/in/delta-value
P

PAUL CASTILLANO SZILASSY

--

CRD
#8027547
(637) 448-3541
ember.capital@peakcapital.com
in linkedin.com/in/unison-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-13-2024
12-02-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $3,444,353 $382,706
Non-Discretionary $155,916,533 $376,610
Total $159,360,886 $376,740

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Separately Managed Accounts

Total SMA Asset: $159,360,886

$159.4M Total SMA
Public Funds:
26.8%
Private Funds:
32.5%
Equity - OTC:
40.7%
Asset class Assets Assets %
Public Funds $772,679,039 26.8%
Private Funds $937,017,491 32.5%
Equity - OTC $1,173,434,212 40.7%
Total $2,883,130,742 100.0%

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