Cobblestone Capital Advisors, LLC
CRD 108023SEC# 801-55482Rochester, NY
No longer SEC-registered. Cobblestone Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #1,766 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.93B
Fund GAV
$620K
Private funds
2
Employees
43
Accounts
3,387
Location
Rochester, NY
Cobblestone Capital Advisors, LLC assets under management
Cobblestone Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Rochester, NY. It reports $2.9 billion in regulatory assets under management and employs 43 people. Cobblestone Capital Advisors, LLC manages 2 private funds with combined gross assets of $620,020, including Cobblestone Cp Senior Housing Fund, LP. By regulatory assets, it ranks 1,766 of 6,004 private fund managers.
Cobblestone Capital Advisors, LLC private funds
2 funds · $620K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cobblestone Cp Senior Housing Fund, LP | Real Estate | $512K | $50K |
| Northpoint 20 Investors, LLC | Real Estate | $108K | $100K |
Cobblestone Capital Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Martin Mooney Control | Member, Managing Director - Business Development | 10-25% | 2019 |
| E. Philip Saunders Revocable Trust Control | Member | 10-25% | 2020 |
| James Joseph Eckl | Member | 5-10% | 2011 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cobblestone Capital Advisors, LLC manage?
Cobblestone Capital Advisors, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Cobblestone Capital Advisors, LLC manage?
Cobblestone Capital Advisors, LLC manages 2 private funds with combined gross assets of $620,020.
How many employees does Cobblestone Capital Advisors, LLC have?
Cobblestone Capital Advisors, LLC reports 43 employees.
Where is Cobblestone Capital Advisors, LLC located?
Cobblestone Capital Advisors, LLC is based in Rochester, NY.
Does Cobblestone Capital Advisors, LLC disclose fund performance?
Cobblestone Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Linden Oaks, Suite 210, Rochester, NY 14625 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.93BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$2.93Bregulatory AUM
Discretionary $2.92BNon-discretionary $16.8M
Service providers
Auditor
Prime broker
Administrator