Cornerstone Investment Partners, Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 268
- Avg AUM / client
- $9.9M
- Accounts
- 862
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 166 | $90.1M | 3.39% |
| High net worth individuals | 72 | $184M | 6.91% |
| Pension and profit sharing plans | 7 | $269M | 10.1% |
| Charitable organizations | Fewer than 5 clients | $3.8M | 0.14% |
| State or municipal government entities | Fewer than 5 clients | $43.1M | 1.62% |
| Other investment advisers | 5 | $1.7B | 63.0% |
| Insurance companies | Fewer than 5 clients | $19.6M | 0.74% |
| Corporations and other businesses | 18 | $372M | 14.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| New Vision Home Care Services, Llc Retirement Plan And Trust New Vision Home Care Services, Llc | 2024 | |
| Ultimate Care, Inc. Retirement Plan And Trust Ultimate Care, Inc. | 2024 | |
| Link Homecare, Llc Retirement Plan And Trust Link Homecare, Llc | 2024 | |
| Regions Financial Corporation Retirement Plan Regions Financial Corporation | 2024 | |
| Regions Financial Corporation Retirement Plan For Associates Regions Financial Corporation | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Martin Van Nostrand | Elected Manager | CFA | Aug 2010 (16y) | ≈ 18.75% – 50% via Cim Holdings, Llc |
| Kim, Hyung Tak | Chief Compliance Officer, Director Of Operations & Administration | Oct 2017 (9y) | Less than 5% | |
| Joseph Russell Brown | Elected Manager | CFA | Jul 2019 (7y) | GP / trustee / elected manager of Cim Holdings, Llc (indirect) |
| Dean Walker Morris | Registered representative | CFA | Aug 2010 (16y) | |
| Thomas Garratt Builder | Registered representative | Jun 2015 (11y) | ||
| Mark Eric Spatt | Registered representative | CFA | Aug 2018 (8y) | |
| Nicholas John Nottebohm | Registered representative | CFA | Jun 2019 (7y) | |
| Matthew Brendon Ritz | Registered representative | CFA | Dec 2019 (7y) | |
| Justin Johnson Scott | Registered representative | CFA | Oct 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cim Holdings, Llc | Holding Company/Sole Member | Sep 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richard Martin Van Nostrand: 25% – 50% of Cim Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| New Vision Home Care Services, Llc Retirement Plan And Trust | New Vision Home Care Services, Llc | 61 | $82.3K | 01/01/2024 |
| Ultimate Care, Inc. Retirement Plan And Trust | Ultimate Care, Inc. | 3,246 | $4.5M | 01/01/2024 |
| Link Homecare, Llc Retirement Plan And Trust | Link Homecare, Llc | 3,919 | $2.2M | 01/01/2024 |
| Regions Financial Corporation Retirement Plan | Regions Financial Corporation | 257 | $1.2B | 01/01/2024 |
| Regions Financial Corporation Retirement Plan For Associates | Regions Financial Corporation | 2,008 | $708M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • MODEL PROVIDER FEES (UMA PLATFORMS)
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $1.5B (58% of AUM) Jul 2026
- Northern Trust $459M (20% of AUM) Nov 2020
- Charles Schwab & Co. $252M (10% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗