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CONSULTING GROUP ADVISORY SERVICES LLC
CRD 137463File 801-64791
APPROVED
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.82B
Top 10% of cohort (national)
Discretionary AUM
$9.82B
Clients
12
12 accounts
Employees
17
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 29, 2005
- Principal office
- 2000 WESTCHESTER AVENUE, PURCHASE, NY, 10577-6477
- Phone
- 914-225-1000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.82B
- Discretionary AUM
- $9.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $818.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 12 | $9.82B |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2026 | Clients | 11 | 12 | increased by1 |
| Apr 1, 2026 | AUM | $7,786,849,186 | $9,819,883,135 | increased by$2,033,033,949 |
| Apr 1, 2026 | Accounts | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,893,315,340 | $7,786,849,186 | increased by$893,533,846 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSULTING GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSULTING GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.