Form D · Private Equity Fund

Cornerstone Private Equity Fund IX, L.P.

Bellevue, WA · CIK 0001746156

Offering snapshot reported Nov 6, 2019 · SEC filing

Reported sold: $37.6M
Investors reported: 87
Minimum accepted: $0
First sale: Jun 29, 2018

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$33,575,000 → $37,600,000
Reported investors69 → 87

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 6, 2019	Amendment	$37,600,000	$4,025,000vs Jul 8, 2019	87	SEC filing
Jul 8, 2019	Amendment	$33,575,000	$2,200,000vs Apr 4, 2019	69	SEC filing
Apr 4, 2019	Amendment	$31,375,000	$4,450,000vs Nov 19, 2018	62	SEC filing
Nov 19, 2018	Amendment	$26,925,000	$1,600,000vs Jul 13, 2018	46	SEC filing
Jul 13, 2018	Initial	$25,325,000	No comparison	40	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-316853

Source: Form D, filed Nov 6, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CORNERSTONE PRIVATE EQUITY IX, L.P.

Investment adviser: PATHSTONE FAMILY OFFICE, LLC

Gross asset value: $40.3M
Beneficial owners: 89
ADV minimum commitment: $250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE SEATTLE, Washington, United States

Custodian WELLS FARGO BANK SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE
PCAOB 34

Filing source

Form ADV 2081708 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3412810412

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
CORNERSTONE PRIVATE EQUITY FUND VII, L.P.	Jul 14, 2014	$25,000,000	46
Cornerstone Private Equity Fund VIII, L.P.	Jul 20, 2016	$30,550,000	62
Cornerstone Private Equity Fund IX, L.P. (this fund)	Nov 6, 2019	$37,600,000	87

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Dave Drews	Executive
Bruce Duff	Executive
David K. Freudenberg	Executive
Kenneth M. Hart	Executive
Michael G. Hughes	Executive
Paul W. Pedalino	Executive
Katie Robinette	Executive
Robert F. Trenner	Executive
Evan Wirkkala	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Cornerstone Advisors, Inc. 225 108 Th Avenue Ne Suite 400
Bellevue, WA, 98004-5782