CORNERSTONE CAPITAL, INC.
CRD #105396 SEC #801-13945 PALO ALTO, CA 650-566-9650
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
5
Clients
--
Accounts
273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.3B | $1.3B | $0 | 5 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 5 | 0 |
| Jan 2025 | $1.3B | $1.3B | $0 | 6 | 0 |
| Apr 2024 | $1.3B | $1.3B | $0 | 6 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 6 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 5 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 5 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 5 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 5 | 0 |
| Nov 2019 | $971.3M | $971.3M | $0 | 5 | 0 |
| Mar 2019 | $971.3M | $971.3M | $0 | 5 | 0 |
| Aug 2018 | $990.9M | $986.9M | $4M | 5 | 0 |
| Mar 2018 | $990.9M | $986.9M | $4M | 5 | 0 |
| Sep 2017 | $815.4M | $811.8M | $3.7M | 5 | 200 |
| May 2017 | $815.4M | $811.8M | $3.7M | 5 | 200 |
| Mar 2017 | $815.4M | $811.8M | $3.7M | 5 | 200 |
| Mar 2016 | $760.9M | $758.2M | $2.7M | 5 | 200 |
| May 2015 | $657.8M | $654.6M | $3.2M | 5 | 200 |
| Mar 2015 | $657.8M | $654.6M | $3.2M | 5 | 200 |
| Mar 2014 | $572.1M | $567.9M | $4.2M | 5 | 200 |
| Mar 2013 | $461M | $454.4M | $6.6M | 5 | 200 |
| Mar 2012 | $421.1M | $414.9M | $6.2M | 1 | 200 |
| Feb 2011 | $428.1M | $422M | $6.1M | 5 | -- |
| Mar 2007 | $375.8M | $369.1M | $6.8M | 5 | -- |
| Sep 2005 | $316.7M | $311.2M | $5.4M | 5 | -- |
| Jul 2004 | $272.7M | $263.9M | $8.8M | 5 | -- |
| Mar 2004 | $272.7M | $263.9M | $8.8M | 5 | -- |
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$971.3M
Discretionary$971.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$971.3M
Discretionary$971.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$990.9M
Discretionary$986.9M
Non-Disc.$4M
Employees5
Clients0
DateMar 2018
Total AUM$990.9M
Discretionary$986.9M
Non-Disc.$4M
Employees5
Clients0
DateSep 2017
Total AUM$815.4M
Discretionary$811.8M
Non-Disc.$3.7M
Employees5
Clients200
DateMay 2017
Total AUM$815.4M
Discretionary$811.8M
Non-Disc.$3.7M
Employees5
Clients200
DateMar 2017
Total AUM$815.4M
Discretionary$811.8M
Non-Disc.$3.7M
Employees5
Clients200
DateMar 2016
Total AUM$760.9M
Discretionary$758.2M
Non-Disc.$2.7M
Employees5
Clients200
DateMay 2015
Total AUM$657.8M
Discretionary$654.6M
Non-Disc.$3.2M
Employees5
Clients200
DateMar 2015
Total AUM$657.8M
Discretionary$654.6M
Non-Disc.$3.2M
Employees5
Clients200
DateMar 2014
Total AUM$572.1M
Discretionary$567.9M
Non-Disc.$4.2M
Employees5
Clients200
DateMar 2013
Total AUM$461M
Discretionary$454.4M
Non-Disc.$6.6M
Employees5
Clients200
DateMar 2012
Total AUM$421.1M
Discretionary$414.9M
Non-Disc.$6.2M
Employees1
Clients200
DateFeb 2011
Total AUM$428.1M
Discretionary$422M
Non-Disc.$6.1M
Employees5
Clients--
DateMar 2007
Total AUM$375.8M
Discretionary$369.1M
Non-Disc.$6.8M
Employees5
Clients--
DateSep 2005
Total AUM$316.7M
Discretionary$311.2M
Non-Disc.$5.4M
Employees5
Clients--
DateJul 2004
Total AUM$272.7M
Discretionary$263.9M
Non-Disc.$8.8M
Employees5
Clients--
DateMar 2004
Total AUM$272.7M
Discretionary$263.9M
Non-Disc.$8.8M
Employees5
Clients--