# 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.

- CRD: 326505
- Filed as: CONSORTIUM BRAND PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326505
- AdvisorCensus page: https://advisorcensus.com/firm/consortium-brand-partners-llc-326505

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 2% of assets a year

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $180,532,057
- Discretionary: $180,532,057
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $180,532,057 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- consortiumbrandpartners.com
- LinkedIn @consortium-brand-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | May 2, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2026 | $180,532,057 | 4 | June 24, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $153,927,778 to $180,532,057 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consortium Brand Partners, LLC (CRD 326505): Form ADV filing data as of October 2026.