CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC of RANCHO SANTA FE, CA is an SEC-registered investment adviser (CRD 138258). Regulatory assets under management: $39.1M.

Registration

Officers, owners & control persons (15)

NameRoleLocation
GEIGER ADAM LEECHIEF COMPLIANCE OFFICER, MANAGER AND COO; CHIEF EXECUTIVE OFFICER, PM, MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, PM, MANAGING MEMBER, CCO (+5 more)
BOWMAN CHRISTOPHER JOSEPHCHIEF ACCOUNTING OFFICER, MANAGER; MANAGER, CHIEF FINANCIAL OFFICER
MCMAHAN DAVID BRUCEMEMBER, MANAGER; MEMBER, MANAGER, CHAIRMAN
GLASSMAN JAY TOBYMANAGER; MANAGER, VICE PRESIDENT
DWYER JOSEPH CALLAGHANCHIEF ACCOUNTING OFFICER, MANAGER
ZIEGLER NORMAN LEWISMANAGER
GALLACK HARRY STEVENCHIEF COMPLIANCE OFFICER
COX JAMES WILLIAMCHIEF FINANCIAL OFFICER; MANAGER AND CHIEF FINANCIAL OFFICER
CHEUNG LEO TAKCHIEF COMPLIANCE OFFICER
FERTIG RONALD PETERMANAGER; MANAGER, CHIEF OPERATING OFFICER
RANSOM PATRICIA ANNMANAGER, EXECUTIVE VICE PRESIDENT; MANAGER / EXECUTIVE VP
MOURATOFF VASILIS MICHAELCHIEF EXECUTIVE OFFICER
BRESCIA GRACE MARYCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, ELECTED MANAGER; CHIEF COMPLIANCE OFFICER, MANAGER (+2 more)
NGO SHE HWEACHIEF FINANCIAL OFFICER, ELECTED MANAGER; CHIEF FINANCIAL OFFICER, MANAGER
Perry Leslie SusanEXECUTOR OF THE ESTATE OF DAVID BRUCE MCMAHAN

Private funds (3)

FundTypeFormedOwnersGross asset valueMin investment
AMERICAN ASSURANCE 2000, LPHedge Fund53$20.7M$500K
CARITAS ROYALTY FUND LLCHedge Fund53$20.6M$500K
CARITAS ROYALTIES FUND (BERMUDA) LTDHedge Fund40$18.6M$500K

Fund service providers (1)

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