CLM on NYSE

Cornerstone Strategic Investment Fund, Inc.

Fund registered in the United States, based in Baltimore, active since 1987.

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Last updated Oct 18, 2026.

Overview

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TickerCLM on NYSE
HeadquartersBaltimore, United States
Incorporated inMD²
Business address225 Pictoria Drive, Suite 450, Cincinnati, Oh 45246²

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Leadership

Who has led Cornerstone Strategic Investment Fund, Inc., and when. Pick a name to see everywhere that person has worked.

President

Ralph W. Bradshaw2006–now

2010201520202025

PresidentRalph W. Bradshaw Feb 14, 2006 to now³

Board members and other officers (16)

Chief Compliance OfficerBenjamin Mollozzi May 7, 2024 to May 7, 2024⁴
TreasurerBrian James Lutes Mar 17, 2022 to Mar 17, 2022⁵
SecretaryHoyt M. Peters Feb 15, 2019 to Feb 15, 2019⁶
TreasurerAlan M. Mandel Feb 16, 2018 to Feb 16, 2018⁷
TreasurerFrank J. Maresca May 17, 2013 to May 17, 2013⁸
TreasurerTheresa Minogue Bridge May 9, 2012 to Jun 13, 2018⁹
Board memberDaniel Bradshaw Nov 10, 2022 to Nov 10, 2022¹⁰
Board memberJoshua Bradshaw Nov 15, 2021 to Jun 29, 2022¹¹
Board memberMarcia Emilia Malzahn Jan 15, 2020 to Jan 15, 2020¹²
Board memberFrank J. Maresca Aug 17, 2020 to Aug 17, 2020¹³
Board memberMatthew Morris Nov 15, 2017 to now¹⁴
Board memberRobert E. Dean Nov 19, 2014 to Nov 19, 2014¹⁵
Board memberAndrew A. Strauss Oct 18, 2011 to Oct 18, 2011¹⁶
Board memberGlenn W. Wilcox Sr. Dec 23, 2010 to May 26, 2021¹⁷
Board memberThomas H. Lenagh Aug 2, 2007 to Aug 2, 2007¹⁸
Board memberRalph W. Bradshaw Feb 14, 2006 to now³

Former names

CORNERSTONE STRATEGIC VALUE FUND INCMay 22, 2009 to Nov 15, 2024²
CORNERSTONE STRATEGIC VALUE FUND INC/ NEWJun 8, 2001 to Mar 6, 2009²
CLEMENTE STRATEGIC VALUE FUND INCAug 30, 1999 to Mar 1, 2001²
CLEMENTE GLOBAL GROWTH FUND INCAug 23, 1995 to Jun 9, 1999²

Timeline

May 1, 1987Founded Cornerstone Strategic Investment Fund, Inc. is founded¹⁹

Filings

80 filings to the SEC since October 2021: 13 insider forms, 2 large holders, 65 other. The latest 20:

Sep 1, 20264 EDGAR
Aug 27, 2026N-PX EDGAR
Aug 27, 2026N-CSRS EDGAR
Aug 21, 2026NPORT-P EDGAR
Aug 14, 2026N-2 EDGAR
May 21, 2026NPORT-P EDGAR
Mar 12, 2026N-CEN EDGAR
Mar 4, 2026N-CSR EDGAR
Mar 2, 202640-17G EDGAR
Feb 26, 2026DEF 14A EDGAR
Feb 25, 2026NPORT-P EDGAR
Nov 21, 2025NPORT-P EDGAR
Sep 11, 20254 EDGAR
Sep 5, 20254 EDGAR
Aug 26, 2025N-CSRS EDGAR
Aug 22, 2025NPORT-P EDGAR
Aug 20, 2025N-PX EDGAR
May 27, 20254 EDGAR
May 22, 2025NPORT-P EDGAR
Apr 21, 2025424B3 EDGAR

The 80 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 2 such filings since October 2021:

Oct 26, 2023SC 13G/A
Feb 7, 2023SC 13G

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Alpine Global Management, LLC	6,833,682	$51.7M	8.5%	+19,350
Boothbay Fund Management, LLC	6,736,737	$50.9M	1.0%	−7,816
PFG Investments, LLC	4,492,919	$34.0M	1.3%	+369,888
Quarry LP	3,476,236	$26.3M	4.3%	−13,028
Sculptor Capital LP	3,325,694	$25.1M	0.4%	+182,105
Osaic Holdings, Inc.	3,016,078	$22.8M	0.0%	−232,935
LPL Financial LLC	2,586,106	$19.6M	0.0%	+164,576
Warberg Asset Management LLC	1,836,581	$13.9M	13.9%	+794,646
Cetera Investment Advisers	1,558,231	$11.8M	0.0%	+202,853
Cable Car Capital, LP	1,274,106	$9.6M	0.2%	+24,107
Almitas Capital LLC	661,789	$5.0M	1.2%	+219,775
Morgan Stanley	560,243	$4.2M	0.0%	−94,696
WJ Financial Advisors LLC	503,994	$3.8M	2.8%	+59,079
Perennial Investment Advisors, LLC	484,530	$3.7M	0.2%	+8,764
Raymond James Financial Inc	388,773	$2.9M	0.0%	+11,693
Stratos Wealth Partners, LTD.	333,993	$2.5M	0.0%	−8,518
Commonwealth Equity Services, LLC	319,209	$2.4M	0.0%	+24,781
Yakira Capital Management, Inc.	311,396	$2.4M	0.7%	+4,684
Creative Planning	277,113	$2.1M	0.0%	+74,184
Kovack Advisors, Inc.	233,414	$1.8M	0.1%	+89,125
J.w. Cole Advisors, Inc.	211,424	$1.6M	0.0%	New
Baird Financial Group, Inc.	178,155	$1.3M	0.0%	+18,542
Winebrenner Capital Management LLC	158,000	$1.2M	0.7%	+200
StoneX Group Inc.	151,920	$1.1M	0.0%	−3,204
Creative Financial Designs Inc /adv	132,993	$1.0M	0.0%	+39,011

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARCornerstone Strategic Investment Fund, Inc. filings on SEC EDGAR
2
SEC EDGARCornerstone Strategic Investment Fund, Inc. filings on SEC EDGAR
3
SEC EDGARRalph W. Bradshaw, President
4
SEC EDGARBenjamin Mollozzi, Chief Compliance Officer
5
SEC EDGARBrian James Lutes, Treasurer
6
SEC EDGARHoyt M. Peters, Secretary
7
SEC EDGARAlan M. Mandel, Treasurer
8
SEC EDGARFrank J. Maresca, Treasurer
9
SEC EDGARTheresa Minogue Bridge, Treasurer
10
SEC EDGARDaniel Bradshaw, Board member
11
SEC EDGARJoshua Bradshaw, Board member
12
SEC EDGARMarcia Emilia Malzahn, Board member
13
SEC EDGARFrank J. Maresca, Board member
14
SEC EDGARMatthew Morris, Board member
15
SEC EDGARRobert E. Dean, Board member
16
SEC EDGARAndrew A. Strauss, Board member
17
SEC EDGARGlenn W. Wilcox Sr., Board member
18
SEC EDGARThomas H. Lenagh, Board member
19
gleifCornerstone Strategic Investment Fund, Inc. is founded