Domestic entity
EntityFOCUS OPERATING, LLCStatusMEMBERReported since01/2007Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2020
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 10/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 10/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 10/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 11/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 05/2023
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Llc Focus Operating | Member (Manager) | 10/2020 | Domestic entity | Yes | 75% or more |
| Kevin William Schuyler | Managing Director, Member | 10/2020 | Individual | Yes | Less than 5% |
| Christopher Caulkins Laing | Managing Director, Member | 10/2020 | Individual | Yes | Less than 5% |
| Shane Bradford Galie | Managing Director, Member | 10/2020 | Individual | Yes | Less than 5% |
| Kristin Lindgren Henningsen | Managing Director Of Operations, Member | 10/2020 | Individual | No | Less than 5% |
| Jerry Nmn Polk Jr | Managing Director, Member | 10/2020 | Individual | Yes | Less than 5% |
| Peter William Knerr | Managing Director, Member | 10/2021 | Individual | No | Less than 5% |
| Carrie E Davis | Managing Director Of Operations, Member | 10/2021 | Individual | No | Less than 5% |
| Laura E Roller | Managing Director, Member | 01/2022 | Individual | Yes | Less than 5% |
| Ishraga Eltahir | Cco | 12/2022 | Individual | Yes | Less than 5% |
| Jae Hyun Kwon | Managing Director, Member | 01/2021 | Individual | No | Less than 5% |
| Anne Alexander Gerstenmaier | Managing Director, Member | 11/2020 | Individual | No | Less than 5% |
| Kathryn Elizabeth Jarvis Scott | Managing Director, Member | 05/2023 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityFOCUS FINANCIAL PARTNERS, LLCStatusMEMBERReported since07/2018Ownership50% but less than 75%Control personYes
Domestic entity
EntityFOCUS FINANCIAL PARTNERS INC.StatusSHAREHOLDER, CLASS A COMMON STOCKReported since08/2023Ownership75% or moreControl personYes
Domestic entity
EntityFOCUS FINANCIAL PARTNERS INC.StatusSHAREHOLDER, CLASS B COMMON STOCKReported since08/2023Ownership75% or moreControl personYes
Domestic entity
EntityFERDINAND FFP ACQUISITION, LLCStatusMEMBERReported since08/2023Ownership75% or moreControl personYes
Domestic entity
EntityFERDINAND FFP INTERMEDIATE HOLDINGS, LPStatusMEMBERReported since08/2023Ownership75% or moreControl personYes
Domestic entity
EntityFERDINAND FFP PARENT, INC.StatusSHAREHOLDERReported since08/2023Ownership75% or moreControl personYes
Domestic entity
EntityFERDINAND FFP ULTIMATE HOLDINGS, LPStatusPARTNERReported since08/2023Ownership50% but less than 75%Control personYes
FE
EntityCD&R FERDINAND HOLDINGS, L.P.StatusPARTNERReported since08/2023Ownership25% but less than 50%Control personYes
FE
EntityCD&R FERDINAND HOLDINGS, L.P.StatusPARTNERReported since08/2023Ownership50% but less than 75%Control personYes
Owners & Executives
Source: Form ADVKW
Kevin William Schuyler
Managing Director, Member
CC
Christopher Caulkins Laing
Managing Director, Member
SB
Shane Bradford Galie
Managing Director, Member
KL
Kristin Lindgren Henningsen
Managing Director Of Operations, Member
JN
Jerry Nmn Polk Jr
Managing Director, Member
PW
Peter William Knerr
Managing Director, Member
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives13
Indirect ownership records10
Regulatory statusSEC registered investment adviser
SEC registration dateNov 25, 2020
CRD number311296