CONSULTING GROUP ADVISORY SERVICES LLC

Overview

Consulting Group Advisory Services LLC is an SEC-registered investment adviser organized as an LLC and operating as a capital allocator to institutional clients. The firm’s primary advisory activities are portfolio management for investment companies and the selection of other advisers, which points to a multi-manager orientation: they construct and oversee pooled structures while sourcing external managers to run sleeves or strategies. Fee arrangements are percentage-of-AUM, and the firm does not identify as an active ESG investor. The firm’s regulatory affiliations extend across broker-dealer, swap dealer, commodity/futures and banking/trust/insurance categories and include acting as sponsor, general partner or managing member of pooled investment vehicles. Those connections suggest capability to sponsor, manage and distribute complex and pooled products as well as to engage counterparties across capital markets and custody ecosystems.

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Investments & Alternatives

Location & Offices