CONSILIUM, LLC
Adviser information for CONSILIUM, LLC last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 23 | $33.1M |
| Non-Discretionary | 13 | $138.7M |
| Total | 36 | $171.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8 | $3.7M |
| HNW Individuals | 5 | $13.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $142.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $12.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPROJECT FEES, CONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-117808 |
|---|---|
| SEC ERA File Number | 801-117808 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304503 |
| Legal Entity Identifier | None |
Principal Office
918 DEARBORN PLACEBOULDER
CO
United States
Monday - Friday, 8AM TO 4PM
Tel: 303-956-7074, Fax: None
Websites
Chief Compliance Officer
DAVID HALSETH
MANAGING MEMBER
918 DEARBORN PLACE
BOULDER
CO
United States
Tel:
303-956-7074
D************@****************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HALSETH, DAVID, MARTIN | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 06/2019 | > 75% |