CONSILIUM INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 131934
- Registered since
- June 18, 2004
- Website
- consimllc.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles92.6%
- Pension & Profit Sharing Plans7.4%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Consilium Investment Management LLC is an SEC-registered investment adviser established in 2004 that serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or other institutions, and it acts as sponsor/GP/managing member of pooled vehicles it manages. Its fee model combines a percentage-of-AUM charge with the potential for performance-based fees. Consilium does not identify as an active ESG investor and is not designated as a multistate or newly formed adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1CHARLES CASSEL
Founding Partner & Chief Executive OfficerCRD 4078975
Contacts
2 of 2MICHAEL REYNAL
CRD 2346149
JONATHAN BINDER
Co-Founding PartnerCRD 1877865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 2400 E Commercial Blvd
- Time zone
- ET (UTC-5)
- Office locations
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