COBBLESTONE CAPITAL ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 108023). Regulatory assets under management: $2.9B.
| 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 | — |
Real Estate Fund: 10 · Other Private Fund: 2
| Fund | Type | Formed | Owners | Gross asset value | 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 |