CORNERSTONE ASSET MANAGEMENT, INC.
CORNERSTONE ASSET MANAGEMENT, INC. of VENTURA, CA is an SEC-registered investment adviser (CRD 129731). Regulatory assets under management: $24.6M.
Registration
- CRD: 129731
- SEC file number: 801-63480
- Type: Registered investment adviser
- Location: 2021 SPERRY AVE, STE. 43, VENTURA, CA, 93003-7417
- Phone: 805-642-7506
- Latest filing: 2012-05-22
- Regulatory AUM: $24.6M
- Non-discretionary AUM: $24.6M
- Clients: 1
- Accounts: 73
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| CAMPBELL SCOTT MCDOWELL | PRESIDENT, CHIEF COMPLIANCE OFFICER, OWNER | — |
| CALL TIMOTHY ANSON | OWNER | — |
| CAMPBELL KATHLEEN JORDAN | CHIEF FINANCIAL OFFICER; OWNER, CHIEF FINANCIAL OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| CORNESTONE INVESTMENT PARTNERS LLC | Private Equity Fund | — | 45 | $27.9M | $200K |
Fund service providers (1)
- administrator: COMERICA BANK
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