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| Consulting Group Advisory Services LLC
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| |
|---|---|
| CRD # | 137463 |
| SEC # | 801-64791 |
| CIK # | |
| AUM | $7.1 BB (2024-03-27) |
| Employees | 20 (45% Investors, 45% Brokers) |
| Phone | 914-225-1000 |
| Address | 2000 Westchester Avenue Purchase, NY 10577-6477 |
| Source | [IAPD] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 7.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 7.1 |
| By Discretionary | ||
| Discretionary | 11 | 7.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 11 | 7.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Meridiam Infrastructure North America Corporation
✚
|
DC | 7.7 |
|
Redding Ridge Asset Management UK LLP
✚
|
7.6 | |
|
Industry Ventures LLC
✚
|
CA | 7.5 |
|
Capacuity LLC
✚
|
FL | 7.4 |
|
FIL Investment Advisors UK Ltd
✚
|
7.3 | |
|
NexPoint Real Estate Advisors VII LP
✚
|
TX | 7.3 |
|
Maranon Capital LP
✚
|
IL | 7.0 |
|
Blue Owl Technology Credit Advisors LLC
✚
|
NY | 7.0 |
|
Sullivan Realty Capital LLC
✚
|
NY | 6.8 |
|
Blue Water Financial Technologies LLC
✚
|
MN | 6.6 |