Cornerstone Partners Capital Management, LLC
CornerStone Partners Capital Management, LLC is an SEC-registered investment adviser headquartered in Charlottesville, Virginia. Founded in 2011, the firm operates primarily as an outsourced chief investment officer (OCIO) and investment office for endowments, foundations, colleges, universities, and other not-for-profit organizations seeking to fully delegate their investment function. As of March 2025, the firm manages over $24.9 billion in assets and employs approximately 34 professionals. In 2020, CornerStone became a partner firm of Focus Financial Partners while remaining 100% employee-owned at the management company level. The company offers a comprehensive investment platform and operational services tailored to mission-driven institutional clients.
Investment Strategy
CornerStone Partners Capital Management specializes in Outsourced Chief Investment Officer (OCIO) services, focusing on providing investment advisory and fiduciary portfolio management exclusively for nonprofit organizations, including endowments, foundations, and academic institutions. Their strategy emphasizes generating long-term, net-of-fees outperformance while maintaining risk discipline. The firm employs a diversified, institutional approach, utilizing a stable and experienced investment team to construct and manage portfolios tailored to the unique operational and mission-focused needs of their clients. CornerStone prioritizes strong investment results and exceptional client service over maximizing assets under management, supporting clients through both investment and operational expertise.
Latest 13F Filing Activity
Cornerstone Partners Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 6 equity positions with a total 13F market value of $35M. The fund increased holdings in SPDR Index SHS FDS, Ishares TR, Amprius Technologies Inc. among other positions. Cornerstone Partners Capital Management, LLC reduced exposure to Ishares TR, Ishares Inc., Ishares TR among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GNR | SPDR INDEX SHS FDS | 60.42% | $20.9M | 352,374 | $47.73 | $59.21 | +$1.8M |
U USRT | ISHARES TR | 16.51% | $5.7M | 97,080 | $48.41 | $58.72 | +$209.7K |
I IVV | ISHARES TR | 12.80% | $4.4M | 6,606 | $434.22 | $669.30 | -$1.2M |
I IEFA | ISHARES TR | 6.28% | $2.2M | 24,828 | $66.17 | $87.31 | +$95.1K |
I IEMG | ISHARES INC | 3.05% | $1.1M | 15,978 | $51.89 | $65.92 | +$94.1K |
Industry Allocation
Investment Team (18)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Director, Portfolio Manager | Charlottesville, VA , United States | |
D David Russell | MD | Charlottesville, VA , United States | |
 | President and Owner | Mishawaka, IN , United States | |
 | Managing Director | Charlottesville, VA , United States | |
 | Managing Director | Charlottesville, VA , United States | |
L Laura Roller | Managing Director | Charlottesville, VA , United States | |
 | Managing Director, Portfolio Management | Richmond, VA , United States | |
 | Investment Associate | New York, NY , United States | |
P Peter Brooks | Managing Partner | Charlottesville, VA , United States | |
 | Partner and Managing Director | Charlottesville, VA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more