CONSELLO CAPITAL

RIASEC RegisteredEst. 2023
Total AUM
$299M
Discretionary
$299M
100% of AUM
Avg account
$99.5M
Accounts
3
Employees
13
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
317399
Registered since
March 27, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Consello Capital is organized as a limited partnership and operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and also functions as sponsor, general partner and managing member of those vehicles, indicating a hands-on role in structuring and running its funds. Consello Capital uses a fee model that combines a percentage-of-assets-under-management component with performance-based fees, aligning compensation with fund results. The firm is SEC-registered (2023) and is not positioned as an active ESG investor. It is not registered as a multi-state adviser and is identified as focused on pooled fund management rather than a broad retail advisory platform. Industry affiliations include broker-dealer and sponsor roles alongside its GP responsibilities, which underscores a business model built around launching and managing private pooled funds for institutional limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ELIRONN OZARKO

    Chief Financial OfficerCRD 8017981

  • DECLAN KELLY

    Founder, Chairman & CEOCRD 5870821

Contacts

2 of 2
  • PETER MORROW

    Managing PartnerCRD 6028605

  • GREGORY SANDUKAS

    General CounselCRD 6126386

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth