Firm profile

CONSILIUM INVESTMENT MANAGEMENT LLC

FORT LAUDERDALE, FLCRD 131934Latest ADV April 13, 2026

Consilium Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated April 13, 2026, reports $455M in regulatory assets under management, 17 employees, and 3 accounts.

Assets Under Management
$455M
Employees
17
Offices
--
Total Clients
<5
Primary office
FORT LAUDERDALE, FL
2400 E COMMERCIAL BLVD, SUITE 900, FORT LAUDERDALE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOCharles T. Cassel
CCOCharles T. Cassel
CIOJonathan M. Binder

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
Pension Plans
33.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$455Mas of April 13, 2026
Discretionary100.0%
$455M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$455M
Total Accounts3
10Y AUM Change$-243M (-34.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee0:1
10Y Employee Change+7 (+70.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.