Key facts
- Cornerstone Capital (Palo Alto) is a other based in Palo Alto, California.
- The team roster lists 1 person.
About Cornerstone Capital (Palo Alto)
Cornerstone Capital is a wealth management firm based in Palo Alto, California. Established in 1978, it is an an investment firm that offers tailored portfolios to Individuals and Family Groups, Charitable Foundations and Endowments and Retirement Funds. The assets of the firm are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 105396- Regulatory AUM
- —
- Private fund assets
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- Private funds
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- Staff
- 5
- Registered office
- PALO ALTO, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CORNERSTONE CAPITAL, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Cornerstone Capital (Palo Alto) are on record yet. Positions surface from round participations, filings, and coverage.
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Team
1 people on record — 1 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.