Cornerstone Portfolio Research
CHESTER SPRINGS, PA
Form ADV and provider website profile · CRD 315130 · regulatory data as of Jun 3, 2026
This profile compiles reported firm AUM, regulatory account 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.
1,338Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$444MTotal Firm AUM
$444MDiscretionary AUM
$0Non-discretionary AUM
1,338Total accounts
1,338Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$444MFirm AUM
Other investment advisers100.0%
Reported Client Types
Source: Form ADV client recordsOther investment advisers100.0%
3 clients$444M firm assets
Reported total3 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other investment advisers | $444M | 3 | 100.0% |
| Reported total | $444M | 3 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…