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Cornerstone Capital, Inc.

● SEC registered since 1978CRD 105396SEC# 801-13945Palo Alto, CA
Export (members)
Reg. AUM
$1.36B
Employees
5
Accounts
275
Location
Palo Alto, CA

Cornerstone Capital, Inc. assets under management

Cornerstone Capital, Inc. is an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 1978. It reports $1.4 billion in regulatory assets under management and employs 5 people.

Cornerstone Capital, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Bradford Warren Dinsmore ControlPresident25-50%1995
Brigette Alexsandria Guldbech ControlChief Compliance OfficerUnder 5%2025
Mark Bradford Branson ControlVice President25-50%2009
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Frequently asked questions

How much does Cornerstone Capital, Inc. manage?

Cornerstone Capital, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Capital, Inc. have?

Cornerstone Capital, Inc. reports 5 employees.

Where is Cornerstone Capital, Inc. located?

Cornerstone Capital, Inc. is based in Palo Alto, CA and has been SEC-registered since 1978.

Does Cornerstone Capital, Inc. disclose fund performance?

Cornerstone Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Homer Ave., Palo Alto, CA 94301
Phone650-566-9650
Fax650-566-9651
Office hours8a.m.-4:30p.m. Pst
SEC regionSan Francisco Regional Office (SFRO)
CIK819535
Discloses disciplinary historyNo

Regulatory AUM

$1.36B▲ 5%
Jan '25 — $1.29BFeb '25 — $1.29BMar '25 — $1.26BApr '25 — $1.26BMay '25 — $1.26BJun '25 — $1.26BJul '25 — $1.26BAug '25 — $1.26BSep '25 — $1.26BOct '25 — $1.26BNov '25 — $1.26BDec '25 — $1.26BJan '26 — $1.26BFeb '26 — $1.26BMar '26 — $1.36BApr '26 — $1.36BMay '26 — $1.36BJun '26 — $1.36B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$1.36Bregulatory AUM
Discretionary $1.36B