Asset Consulting Group, LLC

Overview

Asset Consulting Group, LLC is a privately held institutional registered investment adviser formed as an LLC and SEC-registered since 1991. The firm acts as a capital allocator for both individual & family and institutional clients, providing portfolio management for businesses and institutions, pension consulting services, and selection-of-adviser services. Its pricing mixes percentage-of-AUM billing with fixed fees and performance-based fees, which supports a range of engagement structures from ongoing advisory relationships to incentive-linked mandates. The firm is not positioned as an ESG-focused investor and does not operate as a multi-state or newly formed adviser. Its organizational footprint extends into multiple industry roles: broker-dealer relationships, other investment-adviser activities, registered municipal-advisor functions, participation in security-based swaps, commodity pool/CTA roles, insurance company activities, and involvement as a real-estate broker or sponsor/GP/managing member of pooled vehicles. That set of affiliations suggests Asset Consulting Group can engage directly with a broad set of market counterparties and vehicle sponsorship responsibilities in addition to advisory work.

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