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Cornerstone Portfolio Research

CHESTER SPRINGS, PA

Form ADV and provider website profile · CRD 315130 · regulatory data as of Jun 3, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Cornerstone Portfolio Research. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$444MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,338Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$444MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBALIS ENTERPRISES LLC

CRD number315130

Firm foundedNot reported

SEC registration dateJun 25, 2021

Employees8

Advisory professionals4

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

CHESTER SPRINGS, PA

484-631-3684

https://cornerstoneportfolioresearch.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$444M

As of Jun 3, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Other investment advisers100.0%$444M

Percentages and AUM are shown from the same reported Form ADV client-type records.