Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Duluth, GA

Cornerstone Management, Inc.

$2.3B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($217.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Buyout, Private Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$217.6M
Total AUM: $2.3B
Median Disclosed Amount
$11.8M
Range: $4.0M – $16.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Sixth Street Partners Opportunities Partners VIAdviser 7.B Vehicle Private Credit 2025
$16.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Financial Credit Investments Fund II, LPAdviser 7.B Vehicle Private Credit 2025
$15.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Americas Fund XIVAdviser 7.B Vehicle Buyout 2025
$13.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Private Equity Fund IIIAdviser 7.B Vehicle Buyout 2024
$7.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
H&F Investmenst IXAdviser 7.B Vehicle Buyout 2024
$13.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cornerstone Management, Inc.

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

Allocation-Policy / Pacing Update

Cornerstone Management, Inc. (OCIO / Wealth RIA, $2.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $18.3M Unallocated Target Bandwidth). SEC Form ADV (801-63080, CRD #125828) verified $2.29B discretionary AUM (Form ADV Discretionary Alternatives Allocation); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

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

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cornerstone Management, Inc.

555 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cornerstone Management, Inc. (20 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 8 Shared Vehicles

Shenkman Capital Management, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Harrison Street Fund IX (2023 Vintage)
Cornerstone Management, Inc.: $6.8M · SEC Form ADV 7.B
Shenkman Capital Management, Inc.: $143.2M · SEC Form ADV 7.B

Additional shared vehicles: Hark Capital III (2023 Vintage) · Harpoon Ventures Fund III, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Chelan Germantown Gallagher Mutual & Casualty Insurance General Account

Insurance Company Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hark Capital III (2023 Vintage)
Cornerstone Management, Inc.: $4.2M · SEC Form ADV 7.B
Chelan Germantown Gallagher Mutual & Casualty Insurance General Account: $39.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Harrison Street Fund IX (2023 Vintage) · Harpoon Ventures Fund III, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Ashuelot Hudson Valley Kavanagh Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Harpoon Ventures Fund III, L.P. (2022 Vintage)
Cornerstone Management, Inc.: $10.8M · SEC Form ADV 7.B
Ashuelot Hudson Valley Kavanagh Mutual & Casualty Insurance General Account: $43.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Harrison Street Fund IX (2023 Vintage) · Hark Capital III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+552 Additional Institutional LPs Report Shared Vehicles with Cornerstone Management, Inc.

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cornerstone Management, Inc.

You are viewing 5 open public preview records (out of 22 total tracked records for Cornerstone Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (555 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Cornerstone Management, Inc. and our interactive GP workspace.

Strategies Disclosed by Cornerstone Management, Inc.

Private Credit LPs →Real Estate LPs →Buyout LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Cornerstone Management, Inc.

What type of institutional allocator is Cornerstone Management, Inc. and what is their typical disclosed ticket size?

Cornerstone Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Duluth, GA). Across 22 historical disclosure records tracked on Prilago ($217.6M total parsed USD across disclosed rows), the median disclosed amount is $11.8M (range: $4.0M to $16.0M).

Which private-market strategies appear in Cornerstone Management, Inc.'s public disclosures?

Cornerstone Management, Inc. has disclosed records across Private Credit, Real Estate, Buyout, Private Equity, Venture Capital. Open preview records include Sixth Street Partners Opportunities Partners VI (2025 Vintage), Apollo Financial Credit Investments Fund II, LP (2025 Vintage), KKR Americas Fund XIV (2025 Vintage), Blackstone Green Private Equity Fund III (2024 Vintage).

How are Cornerstone Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Cornerstone Management, Inc. 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 Management, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cornerstone-management-inc 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 Management, Inc.?

In Prilago's bilateral commitment graph, Cornerstone Management, Inc. shares resolved underlying fund vehicles with 555 institutional LPs across 20 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. (8 shared vehicles, e.g. Harrison Street Fund IX (2023 Vintage)), Chelan Germantown Gallagher Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Hark Capital III (2023 Vintage)), Ashuelot Hudson Valley Kavanagh Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Harpoon Ventures Fund III, L.P. (2022 Vintage)).

Related OCIO / Wealth RIA & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)