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Cobblestone Capital Advisors

Also known as Cobblestone

Wealth ManagerRochester, United StatesFounded 1986
$2.0B
Assets Under Management
Rochester
Headquarters
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About Cobblestone Capital Advisors

Cobblestone Capital Advisors (Cobblestone) is a wealth management firm based in Rochester, New York. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - GeneralTimberVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Investment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsCapital MarketsCharitable Investments FinanceFinancial ServicesTraditional Investments (Liquid Assets)High-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Cobblestone Capital Advisors?

Cobblestone Capital Advisors is a wealth manager based in Rochester, United States, managing approximately $2.0B in assets.

Where is Cobblestone Capital Advisors headquartered?

Cobblestone Capital Advisors is headquartered in Rochester, United States.

How much does Cobblestone Capital Advisors manage?

Cobblestone Capital Advisors manages approximately $2.0B in assets under management.

When was Cobblestone Capital Advisors founded?

Cobblestone Capital Advisors was founded in 1986.

What does Cobblestone Capital Advisors invest in?

Cobblestone Capital Advisors focuses on Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Timber, Venture Capital.

How can I contact Cobblestone Capital Advisors?

Verified contact details, key decision-makers, and investment preferences for Cobblestone Capital Advisors are available on LPbacked. Create a free account to access them.