Investment adviser · CRD 44664

CORNERSTONE INSTITUTIONAL INVESTORS, LLC

Investment adviser filing (IA)

BETHLEHEM, PA, United States · Form ADV filed Mar 28, 2017

Regulatory AUM
$787M
Form ADV · Item 5.F
Client accounts
486
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
19
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

74 WEST BROAD STREET, SUITE 340
BETHLEHEM, PA, 18018, United States

CRD 44664

Filing source

Form ADV 1086044 · Mar 28, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.