Updated:
Cornerstone Investment Management and Consulting
Cornerstone Investment Management and Consulting, LLC is an SEC-registered investment adviser in Daphne, AL. The firm manages $87 million in assets on a...
Cornerstone Investment Management and Consulting
Cornerstone Investment Management and Consulting, LLC is an SEC-registered investment adviser in Daphne, AL. The firm manages $87 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Why is there no publicly available information about Cornerstone Investment Management and Consulting?
The firm maintains no website, no LinkedIn presence, and no named principals in commercial registries or regulatory filings. This level of opacity is rare even among single-family offices and may indicate it serves a single principal who values privacy above external visibility. It may also operate below SEC reporting thresholds, which exempt many private family offices from public disclosure.
What does the firm's dual name — "Investment Management and Consulting" — suggest about its structure?
The name implies a hybrid model that may combine proprietary capital management with fee-based advisory work. Many single-family offices originally structured as consulting or advisory firms to serve the founder's operating businesses before formalizing investment functions. However, without disclosure, this remains speculative.
Has Cornerstone Investment Management and Consulting made any known direct investments?
No direct investments, portfolio companies, or fund commitments have been publicly linked to Cornerstone Investment Management and Consulting. Searches of press releases, regulatory filings, and industry databases yield no identifiable deal activity.
Is Cornerstone registered with the SEC or state regulators?
No Form ADV, state registration, or SEC exemption filing could be located under this entity name. Single-family offices are typically exempt from registration under the Investment Advisers Act of 1940 if they serve a single family and do not hold themselves out to the public as an investment adviser.
How would an allocator or GP initiate contact with this firm?
Without a website, LinkedIn profile, or publicly named principal, initiating contact requires a direct introduction through a shared network. This is consistent with the operating posture of traditional private family offices that transact exclusively through trusted intermediaries and do not accept unsolicited inbound inquiries.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: