Consilium Investment Management Llc
- Regulatory AUM
- $541M
- Discretionary
- $541M
- Clients
- 5
- Avg AUM / client
- $108M
- Accounts
- 5
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $85.7M | 15.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $421M | 77.9% |
| Pension and profit sharing plans | 1 | $33.7M | 6.23% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $447M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Consilium Frontier Equity Fund Lp | Other Private Fund | Delaware | $376M | 18 |
| Consilium Extended Opportunities Fund, L.P. | Other Private Fund | Delaware | $71.3M | 22 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Binder, Jonathan, Michael | Managing Director, Cio | Nov 2003 (23y) | ≈ 37.5% – 75% via Consilium Investment Capital, Inc. | |
| Cassel, Charles, Theodore | Managing Director, Ceo, Cco | Nov 2003 (23y) | ≈ 18.75% – 50% via Consilium Investment Capital, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Consilium Investment Capital, Inc. | Member | May 2004 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Binder, Jonathan, Michael: 50% – 75% of Consilium Investment Capital, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Cassel, Charles, Theodore: 25% – 50% of Consilium Investment Capital, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $447M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Consilium Frontier Equity Fund Lp | Other Private Fund | $376M | $500K | 18 |
| Consilium Extended Opportunities Fund, L.P. | Other Private Fund | $71.3M | $5.0M | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- BNY Mellon $33.7M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗