Consulting Group Advisory Services LLC
Firm details
- Headquarters
- Purchase, New York
- CRD number
- 137463
- Registered since
- November 29, 2005
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Consulting Group Advisory Services LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2005. The firm serves institutional clients and positions itself as a capital allocator, charging fees as a percentage of assets under management. Its stated advisory activity centers on managing portfolios for investment companies and on selecting other advisers, indicating a mix of direct portfolio management and delegated manager oversight. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting as a service. Ownership is held by a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 4
Alison Nest
Managing DirectorCRD 4946461
Gary Roberts
VP, ComplianceCRD 6278410

Christopher Scott-hansen
Managing DirectorCRD 2783270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Purchase, NY
Westchester
Location
Purchase, NY
Headquartered in Purchase, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 2000 Westchester Ave
- Time zone
- ET (UTC-5)
- Office locations
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