CONSELLO CAPITAL
CONSELLO MANAGEMENT LP Legal Name
Adviser information for CONSELLO CAPITAL last updated from Form ADV on March 27th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $235.9M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $235.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $235.9M |
| Pension and profit sharing plans | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127507 |
|---|---|
| SEC ERA File Number | 801-127507 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317399 |
| Legal Entity Identifier | None |
Principal Office
590 MADISON AVENUEFLOOR 26
NEW YORK
NY
United States
Monday - Friday, 9AM-6PM
Tel: 212-884-9304, Fax: None
Chief Compliance Officer
DAVID BOEMO
CHIEF FINANCIAL OFFICER
590 MADISON AVENUE
FLOOR 26
NEW YORK
NY
United States
Tel:
212-320-8926
D**********@***********M
(Full email address available in API data)
Industry Affiliates
| CONSELLO FINANCIAL LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CONSELLO INVESTING I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CONSELLO INVESTING I LP | Private Equity Fund | $110.8M | $10.0M | 22 |
| CONSELLO INVESTING I-A LP | Private Equity Fund | $24.9M | $10.0M | 3 |
| CONSELLO INVESTING I-B LP | Private Equity Fund | $100.2M | $10.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CONSELLO CAPITAL LLC | Domestic Entity | – | GENERAL PARTNER; LIMITED PARTNER | 11/2021 | 50-75% |
| KELLY, DECLAN, MARTIN | Individual | – | MANAGING DIRECTOR | 10/2021 | < 5% |
| ROONEY, REBECCA, EMMANUEL | Individual | – | CHIEF OPERATING OFFICER | 10/2021 | < 5% |
| KELLY, DECLAN, MARTIN | Individual | CONSELLO CAPITAL LLC | SOLE MEMBER | 11/2021 | 50-75% |
| BOEMO, DAVID, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER | 11/2021 | < 5% |
| SANDUKAS, GREGORY, PAUL | Individual | – | GENERAL COUNSEL | 11/2021 | < 5% |
| MORROW, PETER, THOMAS | Individual | – | MANAGING DIRECTOR | 08/2022 | < 5% |
| CMLP FUNDING LLC | Domestic Entity | – | LIMITED PARTNER | 02/2023 | 50-75% |
| MORROW, PETER, THOMAS | Individual | CMLP FUNDING LLC | SOLE MEMBER | 02/2023 | 50-75% |