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| Consulting Group Advisory Services LLC
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|
|---|---|
| CRD # | 137463 |
| SEC # | 801-64791 |
| CIK # | |
| AUM | $9.8 B (2026-03-24) |
| Employees | 17 (53% Investors, 53% Brokers) |
| Phone | 914-225-1000 |
| Address | 2000 Westchester Avenue Purchase, NY 10577-6477 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 9.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 9.8 |
| By Discretionary | ||
| Discretionary | 12 | 9.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 12 | 9.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capvest Partners Inc
✚
|
NY | 10.2 |
|
Meridiam Infrastructure North America Corporation
✚
|
DC | 10.2 |
|
Foresight Group LLP
✚
|
10.1 | |
|
Northcape Capital PTY Ltd
✚
|
10.0 | |
|
Glacier Peak Capital Management LLC
✚
|
NJ | 9.9 |
|
Partners Group US Management CLO LLC
✚
|
NY | 9.7 |
|
Kindred Spirits Investment Management LLC
✚
|
OH | 9.7 |
|
Basalt Infrastructure Partners LLC
✚
|
NY | 9.6 |
|
SLR Capital Partners LLC
✚
|
NY | 9.4 |
|
Kennedy Lewis Loan Management LLC
✚
|
NY | 9.4 |