{
  "crd_number": 131934,
  "slug": "consilium-investment-management-llc-fort-lauderdale-fl-131934",
  "primary_business_name": "CONSILIUM INVESTMENT MANAGEMENT LLC",
  "legal_name": "CONSILIUM INVESTMENT MANAGEMENT LLC",
  "dbas": [
    "SOPHUS CAPITAL"
  ],
  "city": "Fort Lauderdale",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-06-18",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 540599925.0,
  "raum_discretionary": 540599925.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "investment_companies": {
      "raum": 85706157.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 33656393.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 421237375.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AR",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "IA",
    "IL",
    "KS",
    "MA",
    "MI",
    "NV",
    "NY",
    "OR",
    "SD"
  ],
  "websites": [
    "https://consimllc.com",
    "https://linkedin.com/company/consilium-investment-managementllc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131934",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "FORT LAUDERDALE",
  "url": "https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934",
  "display_name": "Consilium Investment Management LLC",
  "summary": "Consilium Investment Management LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Consilium Investment Management LLC (CRD 131934): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Consilium Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Consilium Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Consilium Investment Management LLC located?",
      "a": "Consilium Investment Management LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV."
    },
    {
      "q": "Is Consilium Investment Management LLC registered with the SEC or a state?",
      "a": "Consilium Investment Management LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131934."
    },
    {
      "q": "How much does Consilium Investment Management LLC manage?",
      "a": "Consilium Investment Management LLC reports $540,599,925 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Consilium Investment Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Consilium Investment Management LLC: Regulatory assets under management: $483,731,145 in the October 2021 data and $540,599,925 in the October 2026 data, up 12%. Total employees: 10 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Consilium Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2); pooled investment vehicles (other than investment companies and business development companies) (2); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Consilium Investment Management LLC use?",
      "a": "Consilium Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Consilium Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131934"
    },
    {
      "q": "What changed in Consilium Investment Management LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name Sophus Capital. Its Item 11 disclosure answers changed. Regulatory assets under management went from $454,893,768 to $540,599,925 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 483731145.0,
      "total_employees": 10,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 542062455.0,
      "total_employees": 9,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 402790750.0,
      "total_employees": 9,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 472303410.0,
      "total_employees": 1,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 484894954.0,
      "total_employees": 9,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 540599925.0,
      "total_employees": 17,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Sophus Capital.",
        "Its Item 11 disclosure answers changed.",
        "Regulatory assets under management went from $454,893,768 to $540,599,925 (+19%)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 13."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).",
        "Employees performing advisory functions went from 4 to 12.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of New York",
      "name_as_filed": "BANK OF NEW YORK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 85706157.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 421237375.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 33656393.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131934",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}