A complete list of active advisors currently associated with Cornerstone Alternatives

Warmer can help you find a great advisor at Cornerstone Alternatives or one who fits your needs even better.

Cornerstone Alternatives serves individuals—including high‑net‑worth and accredited investors—as well as trusts, estates, charitable organizations and business entities, and it also provides advisory services to special purpose vehicles. The firm concentrates on non‑traditional and private‑market products, including private placements, 1940 Act closed‑end funds, structured notes, SPVs and certain options‑based strategies, and offers a mix of trade execution, non‑discretionary recommendations and discretionary management depending on the client class. The firm typically employs a tactical allocation approach for managed accounts, drawing on fundamental, technical and cyclical analysis and sometimes using cash positions as hedges; for many clients Cornerstone provides non‑discretionary support where clients make the final investment decisions and the firm executes trades and supplies due‑diligence materials. Cornerstone manages the vast majority of its assets on a non‑discretionary basis (about 98% of reported AUM) and requires most investors in its Advised Investments to meet accredited investor qualifications, while also offering an estate transition program to assist heirs and executors. Distinctive features include the firm’s role as an SPV sponsor/manager and its management‑company affiliations, through which it may manage or receive fees from SPVs that hold Advised Investments—arrangements disclosed as potential conflicts of interest. The firm also has minority ownership and reciprocal promotional arrangements with third‑party groups that can influence client access and fee offerings, and it supports international clients with off‑platform alternative investments and related administrative reporting.

To learn more about the advisors currently working at Cornerstone Alternatives, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.