Consilium Investment Management LLC

RIASEC RegisteredEst. 2004

Total AUM

$541M

Discretionary

$541M

100% of AUM

Avg account

$108M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 131934
Registered since: June 18, 2004
Website: consimllc.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles77.92%
Investment Companies15.85%
Pension & Profit Sharing Plans6.23%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Consilium Investment Management LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC since 2004. The firm serves institutional clients and provides portfolio management across investment companies, pooled vehicles and business or institutional balance sheets. Its compensation includes both AUM-based fees and performance-based fees. Consilium does not market itself as an ESG investor, is not a multi-state adviser, and does not list pension consulting as a primary service. The firm also acts in sponsor and GP roles for pooled vehicles and is identified as an adviser to other investment vehicles.