Consequent Capital Management, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | $0 | — |
| High net worth individuals | Fewer than 5 | $0 | — |
| Banking or thrift institutions | Fewer than 5 | $0 | — |
| Pension and profit sharing plans | Fewer than 5 | $0 | — |
| Charitable organizations | Fewer than 5 | $0 | — |
| State or municipal government entities | Fewer than 5 | $0 | — |
| Other investment advisers | Fewer than 5 | $0 | — |
| Insurance companies | Fewer than 5 | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | — |
| Corporations and other businesses | Fewer than 5 | $0 | — |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcdonald, Todd, Ortique | Manager | Apr 2016 (10y) | Less than 5% | |
| Amling, Jeffrey, Stewart | Member Class B/Manager | Feb 2017 (10y) | GP / trustee / elected manager of Consequent Capital Holdings, Llc (indirect) | |
| Theccanat, Cyril, Mathew | Member | Oct 2017 (9y) | 5% – 10% | |
| Haggenmiller, Joseph, Blaise | Board Member | Aug 2018 (8y) | GP / trustee / elected manager of Consequent Capital Holdings, Llc (indirect) | |
| Simon, Kenneth, O'neal | Manager/Board Member | Mar 2021 (5y) | 50% – 75% | |
| Cha Choe, Scott, Francis | Board Member | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Consequent Capital Holdings, Llc | Member | Apr 2016 | A | 75% or more |
| Innerspin Capital, Llc | Member Class A | Feb 2017 | B | ≈ 56.25% – 100% via Consequent Capital Holdings, Llc |
Estimated effective ownership (look-through of filed bands):
- Innerspin Capital, Llc: 75% – 100% of Consequent Capital Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗