CONSILIUM, LLC

RIASEC RegisteredEst. 2019

Total AUM

$215M

Discretionary

$53.7M

25% of AUM

Avg account

$4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOULDER, Colorado
CRD number: 304503
Registered since: December 16, 2019
Website: www.consilium-llc.net
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER RETIREMENT, LLC, JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans71.96%
HNWI8.61%
Charitable Organizations8.38%
Corporations / Businesses8.18%
Individuals2.86%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Consilium, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2019. The firm operates as a capital allocator for a small roster of high-net-worth and institutional clients, positioning itself to blend publicly managed funds with selected third‑party alternative managers. Its advisory services list financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its activities, and its fee schedule includes percentage-of-AUM, fixed fees and other arrangements. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, while the firm also sources allocations from external managers in venture capital, hedge funds, private placements, real estate and private credit. Consilium does not identify itself as an active ESG investor and is not designated as a multi-state adviser.