# CORNERSTONE ADVISORS INC

CORNERSTONE ADVISORS INC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 110908
- Type: SEC-registered investment adviser
- SEC file number: 801-20509
- Location: 225 - 108TH AVENUE NE, SUITE 400, BELLEVUE, WA, 98004-5782
- Phone: 425-646-7600
- Latest filing: 2020-06-26
- Regulatory AUM: $4.0B
- Discretionary AUM: $4.0B
- Clients: 55
- Accounts: 4,178

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| FARRELL BREEGE ANNE | DIRECTOR | — |
| HUGHES MICHAEL GARY | CHIEF INVESTMENT OFFICER/DIRECTOR; CHIEF INVESTMENT OFFICER/DIRECTOR/VICE PRESIDENT | — |
| TRENNER ROBERT FALCON SCOTT | CHIEF EXECUTIVE OFFICER/CHAIRMAN OF THE BOARD; EXECUTIVE CHAIRMAN; EXECUTIVE CHAIRMAN/SHAREHOLDER (+4 more) | — |
| HAMMOND CHARLES HERBERT | DIRECTOR; SHAREHOLDER; VP & CHIEF CLIENT RELATIONS OFFICER | — |
| DUFF BRUCE FLOYD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/SECRETARY TREASURER/DIRECTOR (+3 more) | — |
| PETERSON SUSAN ELIZABETH | 5% SHAREHOLDER; SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| HART KENNETH MICHAEL | CHIEF CLIENT RELATIONS OFFICER; CHIEF CLIENT RELATIONS OFFICER/DIRECTOR; CHIEF CLIENT RELATIONS OFFICER/DIRECTOR/PRESIDENT (+3 more) | — |
| PEARSON BRIAN D | DIRECTOR, VP & CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| HEETER KENNETH MARTIN | SECRETARY/TREAS./DIRECTOR | — |
| HUSE ROGER ALAN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/DIRECTOR; CHIEF OPERATING OFFICER/VICE PRESIDENT/DIRECTOR; CHIEF TECHNOLOGY OFFICER/VICE PRESIDENT | — |
| CORNELIUS WILLIAM EUGENE | DIRECTOR | — |
| KWON DANIEL | SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| BUNDAY P KERRY | DIRECTOR | — |
| SAVOY WILLIAM | DIRECTOR | — |
| REED KRISTIN HEATHER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF PEOPLE OFFICER/DIRECTOR; CHIEF PEOPLE OFFICER/DIRECTOR | — |
| DREWS DAVID W | SHAREHOLDER | — |
| HAACK DOUGLAS PHILLIP | CHIEF CLIENT RELATIONSHIP OFFICER; CHIEF CLIENT RELATIONSHIP OFFICER/VICE PRESIDENT | — |
| FREUDENBERG DAVID K | DIRECTOR; SHAREHOLDER | — |
| COLLINS LEONARD GREGORY | DIRECTOR | — |
| McNab Susan | DIRECTOR | — |
| PEDALINO PAUL WILLIAM | SHAREHOLDER | — |
| SMITH LYNNE RACHEL | DIRECTOR | — |


## Private funds (21)

Mix: Private Equity Fund 10 · Real Estate Fund 9 · Other Private Fund 2

_Showing 15 of 21 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CORNERSTONE REAL ESTATE FUND IV, LP | Real Estate Fund | — | 88 | $29.9M | $250K |
| CI-MCA INVESTORS LLC | Other Private Fund | — | 48 | $29.6M | $1.0M |
| CORNERSTONE PRIVATE EQUITY FUND VII, LP | Private Equity Fund | — | 60 | $26.3M | $250K |
| CORNERSTONE PRIVATE EQUITY VI-A, LP | Private Equity Fund | — | 75 | $25.5M | $250K |
| CORNERSTONE PRIVATE EQUITY FUND VIII, LP | Private Equity Fund | — | 86 | $21.1M | $250K |
| CORNERSTONE REAL ESTATE FUND III, LP | Real Estate Fund | — | 81 | $20.5M | $250K |
| CORNERSTONE REAL ESTATE FUND V, LP | Real Estate Fund | — | 89 | $15.8M | $250K |
| CORNERSTONE PRIVATE EQUITY FUND VII-B, LP | Private Equity Fund | — | 52 | $15.4M | $250K |
| CORNERSTONE PRIVATE EQUITY FUND VIII-B, LP | Private Equity Fund | — | 70 | $14.2M | $250K |
| CORNERSTONE REAL ESTATE FUND V-B, LP | Real Estate Fund | — | 90 | $13.5M | $250K |
| CORNERSTONE REAL ESTATE FUND IV-B, LP | Real Estate Fund | — | 45 | $12.3M | $250K |
| CORNERSTONE PRIVATE EQUITY FUND IX-B, LP | Private Equity Fund | — | 72 | $10.8M | $250K |
| CORNERSTONE REAL ESTATE FUND III-B, LP | Real Estate Fund | — | 49 | $10.0M | $250K |
| CORNERSTONE PRIVATE EQUITY FUND IX, LP | Private Equity Fund | — | 46 | $7.8M | $250K |
| CORNERSTONE PRIVATE EQUITY V-B, LP | Private Equity Fund | — | 37 | $6.8M | $250K |


## Fund service providers (2)

- administrator: SEI\_AFO — 18 funds
- administrator: SEI

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110908/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110908/similar
- Related entities: https://search.stillhousedata.com/firm/110908/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110908

---

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.