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 SEC-registered advisory firm organized as an LLC and operating since 2004. The firm serves an institutional client base and provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Its compensation model combines a percentage-of-AUM fee with performance-based fees, and its corporate roles include acting as an adviser/sponsor and serving as general partner or managing member of pooled vehicles. Consilium is not identified as an active ESG investor and is not designated a multi-state adviser in the available filings.