Consortium Brand Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 326505
- Registered since
- August 1, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Consortium Brand Partners, LLC is organized as a limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (registration year listed as 2025) and reports providing portfolio management for pooled investment vehicles. It typically serves as sponsor, general partner and managing member of the pooled vehicles it runs. Compensation is a mix of a percentage-of-AUM fee and performance-based fees. The firm is not identified as an active ESG investor, does not function as a pension consultant or related adviser, and is not flagged as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Cory Baker
Founder & Managing PartnerCRD 6394316
Michael Devirgilio
Founder & Managing PartnerCRD 6400883
Jonathan Greller
Co-Founder & PresidentCRD 7731013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Integrity Capital Management
RIAKingsport, TN
CYR Financial Inc.
RIAHennepin, IL
Pereon Wealth LLC
RIAAccelerated Wealth Advisors LLC
RIAColorado Springs, CO
Broad Reach Capital LLC
RIARaleigh, NC
Roxbury Financial
RIAMount Arlington, NJ