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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, 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.
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 5. The disclosure may describe activities beyond the provider’s OCIO offering.

Fees and Compensation

Official SEC PDF
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