CONSILIUM INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2004
Total AUM
$455M
Discretionary
$455M
100% of AUM
Avg account
$152M
Accounts
3
Employees
17
Advisory reps
3

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
131934
Registered since
June 18, 2004
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • CHARLES CASSEL

    Founding Partner & Chief Executive OfficerCRD 4078975

Contacts

2 of 2
  • MICHAEL REYNAL

    CRD 2346149

  • JONATHAN BINDER

    Co-Founding PartnerCRD 1877865

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth