AdFi
CA

CORNERSTONE ALTERNATIVES

SEC Registered

The Private Side of Wealth

, https://cornerstonealternatives.com864-202-4920
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
423

About the firm

Cornerstone Alternatives is an investment advisory firm exclusively focused on private market investments, offering institutional-grade access to private equity, private credit, real estate, venture capital, hedge funds, and more. The firm specializes in what most advisors overlook, managing and unlocking access to alternative investments through an in-house due diligence framework and direct manager relationships.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Private EquityPrivate CreditHedge FundsReal EstateVenture CapitalAlternative InvestmentsPortfolio ManagementSpvsCo-investmentsEstate TransitionDue Diligence+1 more

Services

Portfolio management tailored to wealth preservation and growth; access management to alternative investment vehicles such as SPVs, co-investments, and fund allocations; and estate transition planning for alternative assets. Core strategies include private equity, private credit, real estate, venture capital, hedge funds, and mixed strategies.

Who they serve

High-net-worth investors seeking private market and alternative investment exposure.

Client segmentClientsAssets managed
High Net Worth Individuals410$159M

0 total clients reported on Form ADV.

Leadership

Crowddd Llc
OWNER
Mark Harvey Robertson
OWNER
Andrew Colin Goldberg
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 states
HQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#330043
SEC Number
801-129602
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNERSTONE ALTERNATIVES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

CORNERSTONE ALTERNATIVES in , | AdvisorFinder