CORNERSTONE INVESTMENT PARTNERS, LLC

HTTP://WWW.CORNERSTONE-IP.COM ATLANTA, GA Investment Advisor How do I update this listing?

Cornerstone Investment Partners is based out of Atlanta. Cornerstone Investment Partners is a large advisory firm with 416 clients and discretionary assets under management (AUM) of $2,461,518,825 (Form ADV from 2018-09-12). Their last reported 13F filing for Q4 2018 included $2,046,132,000 in managed 13F securities and a top 10 holdings concentration of 41.41%. Cornerstone Investment Partners's largest holding is Johnson & Johnson Co. with shares held of 772,198. Cornerstone Investment Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 64 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $2.046 Billion
  • Prior Market Value $2.381 Billion
  • New Purchases3 stocks
  • Additional Purchases27 stocks
  • Sold out of13 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 41.41 %
  • Turnover % [1]:17.78%
  • Turnover Alt % [2]: 6.58 %
  • Time Held Top20:9.90 quarters
  • Time Held Top10:5.40 quarters
  • Time Held All:21.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -4.25%
Performance Last 4 Quarters: 3.93%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR/A (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR/A (Subscription required)
  • 2005-03-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CORNERSTONE INVESTMENT PARTNERS, LLC
PHIPPS TOWER, 3438 PEACHTREE RD. N.E. SUITE 900
ATLANTA GA    30326
Country: United States

Business Phone: 404-751-3900
Fax: 404-751-3889
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 17
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,MODEL PROVIDER FEES (UMA PLATFORMS)
Amount of client funds and securities: 1,229,980,000
Total Number of Clients: 416
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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CORNERSTONE INVESTMENT PARTNERS, LLC

ownership team - last updated 2018-06-11
Name Title Start Date Direct/Indirect % Ownership
CAMPBELL, JOHN, 'NMI' CHIEF INVESTMENT OFFICER/ELECTED MANAGER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER direct 2005-11-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER/MEMBER direct 2005-11-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER indirect 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2017-01-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
CIM HOLDINGS, LLC HOLDING COMPANY/SOLE MEMBER 09/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC HOLDING COMPANY direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC HOLDING COMPANY/SOLE MEMBER direct 2011-09-01
VAN NOSTRAND, RICHARD, MARTIN ELECTED MANAGER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2005-08-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER/MEMBER direct 2005-08-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER direct 2005-08-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER direct 2005-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC ELECTED MANAGER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER indirect 2011-09-01
REYNOLDS, CHRISTOPHER, ALEXANDER ELECTED MANAGER 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER indirect 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC ELECTED MANAGER direct 2011-09-01
JESSUP, WINTHROP, STACEY INDEPENDENT DIRECTOR/ELECTED MANAGER 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS RETIRED - LIMITED PARTNER direct 2005-12-01
RIGEL CAPITAL LLC CEO direct 2009-02-01
CORNERSTONE INVESTMENT PARTNERS, LLC INDEPENDENT DIRECTOR/ELECTED MANAGER direct 2012-01-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PRESIDENT direct 1997-04-01 2001-02-28
GOULD INVESTMENT PARTNERS LLC PARTNER direct 2004-02-01 2004-02-05
GOULD INVESTMENT PARTNERS LLC PARTNER direct 2004-04-01 2005-03-29
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHAIRMAN direct 1997-04-01 2005-09-14
CAMPBELL, JOHN, 'NMI' CHIEF EXECUTIVE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER direct 2005-11-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER/MEMBER direct 2005-11-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER indirect 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2017-01-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
KIM, HYUNG, TAK CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS & ADMINISTRATION 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS & ADMINISTRATION direct 2017-10-01
CAMPBELL, JOHN, 'NMI' PARTNER CIM HOLDINGS, LLC 09/01/2011 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER direct 2005-11-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER/MEMBER direct 2005-11-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC PARTNER indirect 2011-09-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2017-01-01
CORNERSTONE INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01

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