Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Jordan MillnerPortfolio Manager, Head of Global Equities, and Member of the Investment Committee
- Ryan BynanAlternative Investment Analyst
- Carroll WertPrincipal & Senior Wealth Planner
- Charles RuffHead of Investment Strategy and Communications
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- ·The full record, as it builds
Funding rounds
No funding rounds for Cobblestone Capital Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cobblestone Capital Advisors
Provider of investment management and wealth management services located in Rochester, New York. The company provides comprehensive financial planning services, investment management, and wealth management services, as well as private investments and family office services, enabling individuals and families in navigating important financial milestones, including retirement and wealth preservation.
- Sector
- Financial Services
- HQ
- Rochester, NY, United States
- Employees
- 42
- Website
- cobblestonecap.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Cobblestone Capital Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cobblestone Capital Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cobblestone Capital Advisors in its N-PORT filings yet. We sweep new filings monthly.