Consortium Brand Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$181M
Discretionary
$181M
100% of AUM
Avg account
$25.8M
Accounts
7
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
326505
Registered since
August 1, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Consortium Brand Partners, LLC is organized as a limited liability company that operates as a private equity fund adviser focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC (registered in 2025) and positions itself as sponsor, general partner and managing member of the funds it advises. Its business model centers on operating and managing private equity funds rather than providing retail advisory services; advisory activity is limited to portfolio management for pooled investment vehicles. Fee arrangements include a conventional percentage-of-AUM management fee alongside performance-based (carry) compensation, which aligns economics with realized investment performance. The firm does not identify itself as an active ESG investor and is not presented as a multistate adviser. Given its sponsor/GP role, the firm likely controls fundraising, investment selection, asset management and disposition decisions for the funds it runs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Cory Baker

    Founder & Managing PartnerCRD 6394316

  • Michael Devirgilio

    Founder & Managing PartnerCRD 6400883

  • Jonathan Greller

    Co-Founder & PresidentCRD 7731013

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth