Consello Management Lp
- Regulatory AUM
- $299M
- Discretionary
- $299M
- Clients
- 3
- Avg AUM / client
- $99.5M
- Accounts
- 3
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $299M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $236M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Consello Investing I Lp | Private Equity Fund | Delaware | $111M | 22 |
| Consello Investing I B Lp | Private Equity Fund | Delaware | $100M | 13 |
| Consello Investing I A Lp | Private Equity Fund | Delaware | $24.9M | 3 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly, Declan, Martin | Managing Director | Oct 2021 (5y) | ≈ 25% – 56.25% via Consello Capital Llc | |
| Rooney, Rebecca, Emmanuel | Chief Administrative Officer; Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Sandukas, Gregory, Paul | General Counsel | Nov 2021 (5y) | Less than 5% | |
| Morrow, Peter, Thomas | Managing Director | Aug 2022 (4y) | ≈ 25% – 56.25% via Cmlp Funding Llc | |
| Ozarko, Elironn, S | Chief Financial Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Consello Capital Llc | General Partner; Limited Partner | Nov 2021 | A | 50% – 75% |
| Cmlp Funding Llc | Limited Partner | Feb 2023 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Kelly, Declan, Martin: 50% – 75% of Consello Capital Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Morrow, Peter, Thomas: 50% – 75% of Cmlp Funding Llc × 50% – 75% direct ≈ 25% – 56.25% 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 (3, $236M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Consello Investing I Lp | Private Equity Fund | $111M | $10.0M | 22 |
| Consello Investing I B Lp | Private Equity Fund | $100M | $10.0M | 13 |
| Consello Investing I A Lp | Private Equity Fund | $24.9M | $10.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.54 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗