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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pennsylvania HQ: Bethlehem, PA

Cornerstone Advisors Asset Management

$5.0B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($419.1M parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Buyout, Venture Capital, Growth Equity, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
19
5 Open Source Trails Below
Sum of Disclosed Rows
$419.1M
Total AUM: $5.0B
Median Disclosed Amount
$25.7M
Range: $4.0M – $34.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cornerstone Advisors Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
UP Ventures IIAdviser 7.B Vehicle Venture Capital 2025
$34.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Advent Latin American Private Equity Fund VIAdviser 7.B Vehicle Buyout 2025
$32.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mainsail Partners VIIAdviser 7.B Vehicle Growth Equity 2025
$30.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Beacon Roll SPV XIIAdviser 7.B Vehicle Buyout 2025
$28.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgewater PA II Pure Alpha IIAdviser 7.B Vehicle Multi-Strategy 2025
$25.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cornerstone Advisors Asset Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cornerstone Advisors Asset Management (OCIO / Wealth RIA, $5.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $39.8M Unallocated Target Bandwidth). SEC Form ADV (801-65091, CRD #138638) verified $4.98B discretionary AUM (Form ADV Discretionary Alternatives Allocation); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cornerstone Advisors Asset Management

486 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cornerstone Advisors Asset Management (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 5 Shared Vehicles

Shenkman Capital Management, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners XII (2021 Vintage)
Cornerstone Advisors Asset Management: $26.2M · SEC Form ADV 7.B
Shenkman Capital Management, Inc.: $111.8M · SEC Form ADV 7.B

Additional shared vehicles: HarbourVest Real Assets Fund IV (2021 Vintage) · HarbourVest Partners XI (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Fox Cities Harriman Southwell Mutual & Casualty Insurance General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Real Assets Fund IV (2021 Vintage)
Cornerstone Advisors Asset Management: $10.0M · SEC Form ADV 7.B
Fox Cities Harriman Southwell Mutual & Casualty Insurance General Account: $71.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest Partners XII (2021 Vintage) · HarbourVest Partners XI (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Chelan Front Range Fontaine Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners XI (2020 Vintage)
Cornerstone Advisors Asset Management: $22.8M · SEC Form ADV 7.B
Chelan Front Range Fontaine Industrial Consolidated Master Retirement Trust: $18.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest Partners XII (2021 Vintage) · HarbourVest Real Assets Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+483 Additional Institutional LPs Report Shared Vehicles with Cornerstone Advisors Asset Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cornerstone Advisors Asset Management

You are viewing 5 open public preview records (out of 19 total tracked records for Cornerstone Advisors Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (486 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Cornerstone Advisors Asset Management

Fund of Funds LPs →Buyout LPs →Venture Capital LPs →Growth Equity LPs →Real Estate LPs →

Frequently Asked Questions: Cornerstone Advisors Asset Management

What type of institutional allocator is Cornerstone Advisors Asset Management and what is their typical disclosed ticket size?

Cornerstone Advisors Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pennsylvania; Headquarters: Bethlehem, PA). Across 19 historical disclosure records tracked on Prilago ($419.1M total parsed USD across disclosed rows), the median disclosed amount is $25.7M (range: $4.0M to $34.8M).

Which private-market strategies appear in Cornerstone Advisors Asset Management's public disclosures?

Cornerstone Advisors Asset Management has disclosed records across Fund of Funds, Buyout, Venture Capital, Growth Equity, Real Estate. Open preview records include UP Ventures II (2025 Vintage), Advent Latin American Private Equity Fund VI (2025 Vintage), Mainsail Partners VII (2025 Vintage), Bain Capital Beacon Roll SPV XII (2025 Vintage).

How are Cornerstone Advisors Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Cornerstone Advisors Asset Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cornerstone Advisors Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cornerstone-advisors-asset-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cornerstone Advisors Asset Management?

In Prilago's bilateral commitment graph, Cornerstone Advisors Asset Management shares resolved underlying fund vehicles with 486 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Shenkman Capital Management, Inc. (5 shared vehicles, e.g. HarbourVest Partners XII (2021 Vintage)), Fox Cities Harriman Southwell Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. HarbourVest Real Assets Fund IV (2021 Vintage)), Chelan Front Range Fontaine Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. HarbourVest Partners XI (2020 Vintage)).

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