| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Outcome Driven Fund, L.P. | Hedge | $25.9M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Chesapeake Advisory Group, LLP Control | Owner | 50-75% | 2017 |
| Donald Stephen Huber Control | Managing Member | Under 5% | 2006 |
| Erik Dorsey Johnson Control | Member | Under 5% | 2017 |
Cornerstone Advisory, LLC reports $2 billion in regulatory assets under management on its Form ADV.
Cornerstone Advisory, LLC manages 1 private funds with combined gross assets of $25.9 million.
Cornerstone Advisory, LLC reports 17 employees.
Cornerstone Advisory, LLC is based in Hunt Valley, MD and has been SEC-registered since 2007.
Cornerstone Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 211 Old Padonia Road, Hunt Valley, MD 21030 |
| Phone | 410-468-1693 |
| Fax | 410-783-0568 |
| Office hours | 8:00 a.m. To 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.01B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.01B |