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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.

Form ADV

SEC IAPD

Current regulatory documents filed for this firm, including its latest Form ADV, Part 2 brochures, and Form CRS when one is available.

Latest Form ADVForm ADV · Jun 3, 2026Current

Regulatory Record

CRD number315130

SEC registeredJun 25, 2021

OCIO data as ofJun 3, 2026

OCIO Intelligence refreshedAug 12, 2026

Document Coverage

Regulatory documents are read from SEC IAPD. Form CRS appears only when the SEC record indicates that the firm filed a Client Relationship Summary. Firm-supplied RFP responses, performance books, and due-diligence materials are not currently published.