# Consilium Investment Management LLC

> 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.

- CRD: 131934
- Filed as: CONSILIUM INVESTMENT MANAGEMENT LLC
- Also doing business as: SOPHUS CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131934
- AdvisorCensus page: https://advisorcensus.com/firm/consilium-investment-management-llc-fort-lauderdale-fl-131934

## Quick answers

**How is Consilium Investment Management LLC compensated?**
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.

**Where is Consilium Investment Management LLC located?**
Consilium Investment Management LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Consilium Investment Management LLC registered with the SEC or a state?**
Consilium Investment Management LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131934.

**How much does Consilium Investment Management LLC manage?**
Consilium Investment Management LLC reports $540,599,925 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have Consilium Investment Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Consilium Investment Management LLC serve?**
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).

**Which custodians does Consilium Investment Management LLC use?**
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.

**Does Consilium Investment Management LLC report any disciplinary disclosures?**
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

**What changed in Consilium Investment Management LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Bank of New York

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.

### Regulatory assets under management (Item 5.F)
- Total: $540,599,925
- Discretionary: $540,599,925
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $85,706,157 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $421,237,375 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $33,656,393 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 17 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, CT, DC, DE, FL, IA, IL, KS, MA, MI, NV, NY, OR, SD
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131934

### Websites listed on Form ADV (Item 1.I)
- consimllc.com
- LinkedIn @consilium-investment-managementllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $483,731,145 | 10 | March 30, 2021 |
| October 2022 | $542,062,455 | 9 | September 16, 2022 |
| October 2023 | $402,790,750 | 9 | July 21, 2023 |
| October 2024 | $472,303,410 | 1 | May 1, 2024 |
| October 2025 | $484,894,954 | 9 | April 30, 2025 |
| October 2026 | $540,599,925 | 17 | June 16, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- 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%).

### May 2026
- Employees performing advisory functions went from 12 to 13.

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consilium Investment Management LLC (CRD 131934): Form ADV filing data as of October 2026.