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CONSILIUM INVESTMENT MANAGEMENT LLC
CRD 131934File 801-63245
APPROVED
Custody
Disclosure events
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$540.6M
Above cohort median (national)
Discretionary AUM
$540.6M
Clients
5
5 accounts
Employees
17
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 18, 2004
- Principal office
- 2400 E COMMERCIAL BLVD, SUITE 900, FORT LAUDERDALE, FL, 33308
- Phone
- 954-315-9380
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $540.6M
- Discretionary AUM
- $540.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $108.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $85.7M |
| Pooled investment vehicles | 2 | $421.2M |
| Pension and profit sharing plans | Fewer than 5 | $33.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.