| Name | Title | Ownership | Since |
|---|---|---|---|
| Cemetery Management Services, L.L.C. Control | Sole Member | Over 75% | 2001 |
| Karen Sue Sheean Control | Chief People Officer | Under 5% | 2023 |
| Lilly Ho Donohue Control | Chief Executive Officer And President | Under 5% | 2022 |
Cornerstone Trust Management Services LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Cornerstone Trust Management Services LLC reports 3 employees.
Cornerstone Trust Management Services LLC is based in Altamonte Springs, FL and has been SEC-registered since 2014.
Cornerstone Trust Management Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 955 Keller Road, Suite 1500, Altamonte Springs, FL 32714 |
| Phone | 215-826-2800 |
| Fax | 215-826-2852 |
| Office hours | 9:00 a.m. - 5:00 P.M Eastern Time Zone |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1489416 |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $1.16B |
| Total (RAUM) | $1.16B |