Consortium Brand Partners, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 326505
· SEC file 801-134050
·
· consortiumbrandpartners.com
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $181M
- Discretionary
- $181M
- Clients
- 7
- Avg AUM / client
- $25.8M
- Accounts
- 7
- Employees
- 4
AUM over time
$154M
$181M
Jun 30, 2025
Jun 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $181M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $118M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Consortium Brand Partners Fund I, L.P. | Private Equity Fund | Delaware | $105M | 2 |
| Consortium Dj Investment Holdings, Llc | Private Equity Fund | Delaware | $9.4M | 8 |
| Caa Consortium Dj Investment Holdings, Llc | Private Equity Fund | Delaware | $4.0M | 1 |
Private funds (3, $118M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Consortium Brand Partners Fund I, L.P. | Private Equity Fund | $105M | $0 | 2 |
| Consortium Dj Investment Holdings, Llc | Private Equity Fund | $9.4M | $0 | 8 |
| Caa Consortium Dj Investment Holdings, Llc | Private Equity Fund | $4.0M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 2.35 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: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗