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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Consulting Group Advisory Services LLC
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|---|---|
| CRD # | 137463 |
| SEC # | 801-64791 |
| CIK # | |
| AUM | $7.8 B (2025-06-30) |
| Employees | 16 (50% Investors, 50% Brokers) |
| Phone | 914-225-1000 |
| Address | 2000 Westchester Avenue Purchase, NY 10577-6477 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 7.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 7.8 |
| By Discretionary | ||
| Discretionary | 11 | 7.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.8 | |
| Total | 11 | 7.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Basalt Infrastructure Partners LLC
✚
|
NY | 8.3 |
|
Sound Point CLO C-MOA LLC
✚
|
NY | 8.2 |
|
StepStone Group Private Wealth LLC
✚
|
NC | 8.2 |
|
RPA Financial LLC
✚
|
CA | 8.0 |
|
Krane Funds Advisors LLC
✚
|
NY | 7.9 |
|
Palmer Square Europe Capital Management LLC
✚
|
KS | 7.8 |
|
Eldridge Credit Advisers LLC
✚
|
NY | 7.7 |
|
Generate Advisors LLC
✚
|
NY | 7.7 |
|
Security Investors LLC
✚
|
NY | 7.4 |
|
FIL Investment Advisors UK Ltd
✚
|
7.3 |