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Cobblestone Capital Advisors
Cobblestone Capital Advisors was established in 1986. Its founding partners developed the firm through relationships with local business owners and executives...
Cobblestone Capital Advisors
Cobblestone Capital Advisors was established in 1986. Its founding partners developed the firm through relationships with local business owners and executives in upstate New York. The firm executes through direct co-investments and fund-of-funds vehicles. It maintains a North American focus and integrates public-market allocation with private holdings. No specific portfolio companies appear in public records. The firm operated with 42 professionals at the time of its late-2025 acquisition by CAPTRUST Financial Advisors. That transaction transferred approximately $3 billion in client assets. Cobblestone maintained one office in Rochester and listed affiliations with several local entities including Royal Oak Realty Trust and DelMonte Hotel Group. The 2025 acquisition by CAPTRUST altered the firm's independent governance structure while preserving its Rochester location and client relationships.
General information
Firm type
Multi Family Office
Year founded
1986
Location
Region
North America
Country
United States
City
Brooklyn
Corporate office
500 Linden Oaks, Suite 210, Rochester, NY, United States
Principals
John DiPasquale
CEO
Frequently asked questions
Who runs investment decisions at Cobblestone Capital Advisors?
John DiPasquale serves as CEO. Investment decisions integrate portfolio management, estate planning, and private investments under the firm's fiduciary mandate.
How is Cobblestone Capital Advisors structured following the 2025 transaction?
The firm was acquired by CAPTRUST Financial Advisors LLC in late 2025. It continues to operate from its Rochester office with its existing client base now under the parent company's oversight.
Does Cobblestone Capital Advisors participate in fund commitments or direct deals?
The firm uses both direct co-investments via SPVs and fund-of-funds commitments. No specific holdings are disclosed in public filings.
Where does the underlying wealth originate?
Wealth originates from the investment management relationships built by the founding partners with regional business owners and executives.
What geographic markets does the firm cover?
All activity is concentrated in North America, centered on the Rochester, New York region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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