AdvisorCensus / Financial advisors / Consortium Brand Partners, LLC
Consortium Brand Partners, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.
Quick answers
From the filingHow is Consortium Brand Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Consortium Brand Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Consortium Brand Partners, LLC charge?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Consortium Brand Partners, LLC registered with the SEC or a state?
Consortium Brand Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326505.
How much does Consortium Brand Partners, LLC manage?
Consortium Brand Partners, LLC reports $180,532,057 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).
What types of clients does Consortium Brand Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).
Does Consortium Brand Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326505
What changed in Consortium Brand Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $153,927,778 to $180,532,057 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 2% of assets a year
The brochure's wording
The Management Fee will be paid quarterly in advance, calculated at a rate equal to 2% per annum of aggregate capital commitments.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$180,532,057 as of October 2026, filing dated June 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $180,532,057 | 4 | June 24, 2026 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2023 | Not reported | Not reported | May 2, 2023 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $153,927,778 to $180,532,057 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Consortium Brand Partners, LLC (CRD 326505): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/consortium-brand-partners-llc-326505