# COBBLESTONE CAPITAL ADVISORS, LLC

COBBLESTONE CAPITAL ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 108023
- Type: SEC-registered investment adviser
- SEC file number: 801-55482
- Location: 500 LINDEN OAKS, SUITE 210, ROCHESTER, NY, 14625
- Phone: 585-473-3333
- Latest filing: 2025-12-19
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $16.8M
- Clients: 43
- Accounts: 3,387

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Martin Bartlett | MEMBER | — |
| Peter Huntington Greaves-Tunnell | MEMBER | — |
| John Thomas Dipasquale | MEMBER, CEO | — |
| Christopher Martin Mooney | MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT | — |
| Jason Scott Garlock | MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| James Joseph Eckl | MEMBER | — |
| Timothy Joseph Shanahan | MEMBER | — |
| Earl Philip Saunders | TRUSTEE | — |
| BARTLETT THOMAS MARTIN | MANAGER PARTNER; MANAGER PARTNER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| GOODWIN DANIEL ROBERT | MEMBER; PARTNER | — |
| GREAVESTUNNELL PETER HUNTINGTON | MEMBER; PARTNER | — |
| DIPASQUALE JOHN THOMAS | MANAGING MEMBER; MEMBER; MEMBER, CEO (+1 more) | — |
| SWARTOUT ROBERT JACKSON | PARTNER | — |
| MILLARD WALTER WOODWORTH | MEMBER; PARTNER | — |
| SHANAHAN EDWARD JOSEPH | MEMBER | — |
| SAUNDERS RICHARD PHILIP | TRUSTEE | — |
| MOONEY CHRISTOPHER MARTIN | MEMBER, DIRECTOR OF CLIENT SERVICE; MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT | — |
| GARLOCK JASON SCOTT | MEMBER, CHIEF INVESTMENT OFFICER; MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| ECKL JAMES JOSEPH | MEMBER | — |


## Private funds (12)

Mix: Real Estate Fund 10 · Other Private Fund 2

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| COBBLESTONE PRIVATE REAL ESTATE FUND, LP | Real Estate Fund | — | 99 | $27.6M | $150K |
| COBBLESTONE PRIVATE REAL ESTATE FUND 2, LP | Real Estate Fund | — | 89 | $27.0M | $150K |
| COBBLESTONE PRIVATE REAL ESTATE FUND 2 QP, LP | Real Estate Fund | — | 66 | $18.0M | $150K |
| CCA MEXICO OPPORTUNITIES, LP | Real Estate Fund | — | 82 | $12.6M | $75K |
| CCA PINECREST INVESTORS, LP | Real Estate Fund | — | 64 | $10.4M | $50K |
| CCA NASHVILLE INVESTORS QP, LP | Real Estate Fund | — | 75 | $10.0M | $50K |
| CCA NASHVILLE INVESTORS, LP | Real Estate Fund | — | 76 | $10.0M | $50K |
| COBBLESTONE PRIVATE INCOME FUND L.P. | Other Private Fund | — | 91 | $9.3M | $250K |
| COBBLESTONE PRIVATE CREDIT FUND, LP | Other Private Fund | — | 63 | $8.8M | $150K |
| CCA BAYVIEW INVESTORS, LP | Real Estate Fund | — | 78 | $6.2M | $50K |
| COBBLESTONE CP SENIOR HOUSING FUND, LP | Real Estate Fund | — | 81 | $512K | $50K |
| NORTHPOINT 20 INVESTORS, LLC | Real Estate Fund | — | 20 | $108K | $100K |


## Fund service providers (1)

- administrator: NAV CONSULTING, INC. — 12 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108023/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108023/similar
- Related entities: https://search.stillhousedata.com/firm/108023/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108023

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.