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Cobblestone Capital Advisors, LLC

CRD 108023SEC# 801-55482Rochester, NY
Export (members)
No longer SEC-registered. Cobblestone Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #1,541 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.93B
Fund GAV
$140.5M
Private funds
12
Employees
43
Accounts
3,387
Location
Rochester, NY

Cobblestone Capital Advisors, LLC assets under management

Cobblestone Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Rochester, NY. It reports $2.9 billion in regulatory assets under management and employs 43 people. Cobblestone Capital Advisors, LLC manages 12 private funds with combined gross assets of $140.5 million, including Cobblestone Private Real Estate Fund, LP. By regulatory assets, it ranks 1,541 of 5,911 private fund managers.

Cobblestone Capital Advisors, LLC private funds

12 funds · $140.5M GAV
FundTypeGross assetsMin.
Cobblestone Private Real Estate Fund, LPReal Estate$27.6M$150K
Cobblestone Private Real Estate Fund 2, LPReal Estate$27M$150K
Cobblestone Private Real Estate Fund 2 Qp, LPReal Estate$18M$150K
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Cobblestone Capital Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Christopher Martin Mooney ControlMember, Managing Director - Business Development10-25%2019
E. Philip Saunders Revocable Trust ControlMember10-25%2020
James Joseph EcklMember5-10%2011
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Frequently asked questions

How much does Cobblestone Capital Advisors, LLC manage?

Cobblestone Capital Advisors, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Cobblestone Capital Advisors, LLC manage?

Cobblestone Capital Advisors, LLC manages 12 private funds with combined gross assets of $140.5 million.

How many employees does Cobblestone Capital Advisors, LLC have?

Cobblestone Capital Advisors, LLC reports 43 employees.

Where is Cobblestone Capital Advisors, LLC located?

Cobblestone Capital Advisors, LLC is based in Rochester, NY.

Does Cobblestone Capital Advisors, LLC disclose fund performance?

Cobblestone Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Linden Oaks, Suite 210, Rochester, NY 14625
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.92B
Non-discretionary$16.8M
Total (RAUM)$2.93B