Cornerstone Alternatives is an investment advisor firm registered with the U.S. Securities and Exchange Commission, since March 2024.
The principal owner of Cornerstone Alternatives is CrowdDD LLC, which is controlled by Mark Robertson, Owner.
Advisory Services Cornerstone Alternatives’ (or “Advisor”) principal service is providing fee-based investment advisory services. The Advisor primarily advises investment group members, who at a minimum self-certify as “accredited investors,” and who elect to participate in private placement offerings recommended to them by Cornerstone Alternatives (see Item 7 Types of Clients for additional information on the minimum requirements to be an accredited investor). The Advisor practices custom management of portfolios, on a non-discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. Cornerstone Alternatives will primarily recommend investments in private placements to accomplish this objective, but after reviewing the client’s total portfolio of investments the Advisor may also identify investments in any of the following that could be suitable and complementary to the client’s complete investment profile: exchange listed securities, corporate debt securities, CDs, municipal securities, mutual funds, United States government securities, and interests in partnerships investing in real estate. The Advisor will measure and select mutual funds by using various criteria, such as the fund manager’s tenure, and/or overall career performance. The Advisor may recommend, on occasion, redistributing investment allocations to diversify the portfolio in an effort

to reduce risk and increase performance. The Advisor may recommend specific stocks to increase sector weighting and/or dividend potential. The Advisor may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance.
The Advisor will only charge an advisory fee on that portion of client assets invested in private placement securities in the client’s account. Thus, a review of the client’s total portfolio of investments and recommendation to invest in other types of securities will not be subject to any additional investment advisory fees charged by the Advisor (see Item 5 Fees and Compensation for a discussion of Cornerstone Alternatives’ advisory fees).
Cornerstone Alternatives will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements.
Cornerstone Alternatives does not provide portfolio management services to wrap fee programs.
Cornerstone AlternativesPage 4 As of the approval date of the firm, Cornerstone Alternatives had no clients and therefore no client assets under management.