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| Keyboard |
| Consulting Group Advisory Services LLC
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|---|---|
| CRD # | 137463 |
| SEC # | 801-64791 |
| CIK # | |
| AUM | 9,819.9 M (2026-03-24) |
| Employees | 17 (53% Investors, 53% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.9B |
| Serves | Institutional |
| LEI | 5493002KDNKWOVL7HM55 |
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|---|---|---|
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|
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