Key facts
- Status: Privately Held (no backing).
Leadership
- Mike LaviñaChief Investment Officer and Wealth Manager
- ·Watchlist + deal alerts for Cornerstone Advisory
- ·The full record, as it builds
Funding rounds
No funding rounds for Cornerstone Advisory are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cornerstone Advisory
Cornerstone Advisory is an asset management firm based in Hunt Valley, Maryland. The firm focuses on private real estate, agriculture, infrastructure, timber, and outcome-driven investments to complement traditional stocks and bonds.
- Sector
- Financial Services
- HQ
- Severna Park, MD, United States
- Employees
- 29
- Website
- cornerstoneadvisory.com/
- Ownership
- Privately Held (no backing)
Cornerstone Advisory 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 Cornerstone Advisory 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 Cornerstone Advisory in its N-PORT filings yet. We sweep new filings monthly.