Data / Investment advisers / Florida / Consilium Investment Management LLC
Consilium Investment Management LLC, Fort Lauderdale, FL: $541 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Consilium Investment Management LLC is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $541 million in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include pooled investment vehicles, investment companies and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 131934
- SEC file number
- 801-63245
- SEC status
- Approved, effective June 18, 2004
- Main office
- 2400 E Commercial Blvd Suite 900, Fort Lauderdale, FL 33308
- Phone
- (954) 315-9380
- Regulatory AUM
- $540,599,925 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $540,599,925
- Accounts
- 5
- Employees
- 17, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $421,237,375
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $421.2 million |
| Investment companies | 2 | $85.7 million |
| Pension and profit sharing plans | 1 | $33.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $540.6 million | June 16, 2026 |
| April 1, 2026 | $454.9 million | March 26, 2026 |
| December 1, 2025 | $484.9 million | April 30, 2025 |
Other advisers in Fort Lauderdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Infinitum Asset Management, LLC | Fort Lauderdale | $1.14 billion | 3 | adviserinfo.sec.gov |
| Channing Global Advisors, LLC | Fort Lauderdale | $1.11 billion | 3 | adviserinfo.sec.gov |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | $722.8 million | Not listed | adviserinfo.sec.gov |
| Bh3 Fund Advisors, LLC | Fort Lauderdale | $578.1 million | 8 | adviserinfo.sec.gov |
| Fiori Financial Group | Fort Lauderdale | $567.4 million | Not listed | adviserinfo.sec.gov |
| Exodus Wealth, LLC | Fort Lauderdale | $483.6 million | Not listed | adviserinfo.sec.gov |
| Weathervane Asset Management LLC | Fort Lauderdale | $384.1 million | 65 | adviserinfo.sec.gov |
| Aragon Capital LLC | Fort Lauderdale | $349.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Lauderdale, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Consilium Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.