Cornerstone Partners
Alpha Nasdaq OCIO Indices - ContributorCHARLOTTESVILLE, VA
Form ADV and provider website profile · CRD 311296 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cornerstone Partners. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$29.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
22Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$29.3BDiscretionary 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.
$29.3BTotal Firm AUM
$29.3BDiscretionary AUM
$0Non-discretionary AUM
22Total accounts
22Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$29.3BFirm AUM
Charities98.2%
Other Pooled Vehicles1.8%
Reported Client Types
Source: Form ADV client recordsCharities98.2%
16 clients$28.8B firm assets
Other Pooled Vehicles1.8%
6 clients$518M firm assets
Reported total22 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $28.8B | 16 | 98.2% |
| Other Pooled Vehicles | $518M | 6 | 1.8% |
| Reported total | $29.3B | 22 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…