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Carrie Davis

Managing Director of Operations, Member at Cornerstone Partners Capital Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Carrie Davis is Managing Director of Operations, Member of Cornerstone Partners Capital Management, LLC, a Charlottesville investment adviser.

Role at Cornerstone Partners Capital Management

Title on Schedule A
Managing Director of Operations, Member
Control
Carrie Davis is not a control person of Cornerstone Partners Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Carrie Davis has held the filed role since October 2021.

The firm

Cornerstone Partners Capital Management, LLC
Charlottesville, VA

Form ADV filed 30 March 2026

$29.3B AUM22 clients16 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Carrie Davis is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Carrie Davis
CRD
7465355
Firm
Cornerstone Partners Capital Management, LLC
Record basis
Form ADV officer listing
Firm bio
cstonellc.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

CornerStone identifies Carrie Davis as Managing Director & Co-Head, Client Operations & Accounting. Her biography says she joined CornerStone in 2013. Official firm biography

Education

  • BS and MS degrees in Commerce and Accounting, McIntire School of Commerce, University of VirginiaOfficial firm biography

Credentials and memberships

Common questions

Where does Carrie Davis work?

Carrie Davis has been Managing Director of Operations, Member of Cornerstone Partners Capital Management, LLC since October 2021.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Cornerstone Partners Capital Management

Sources

  1. IAPD individual lookup, CRD 7465355. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Cornerstone Partners Capital Management, LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Cornerstone Partners Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Carrie Davis or Cornerstone Partners Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.