# Consulting Group Advisory Services LLC

> Consulting Group Advisory Services LLC is an SEC-registered investment advisory firm in Purchase, NY, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 137463
- Filed as: CONSULTING GROUP ADVISORY SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Purchase, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137463
- AdvisorCensus page: https://advisorcensus.com/firm/consulting-group-advisory-services-llc-purchase-ny-137463

## Quick answers

**How is Consulting Group Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Consulting Group Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Consulting Group Advisory Services LLC located?**
Consulting Group Advisory Services LLC's principal office is in Purchase, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Consulting Group Advisory Services LLC registered with the SEC or a state?**
Consulting Group Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137463.

**How much does Consulting Group Advisory Services LLC manage?**
Consulting Group Advisory Services LLC reports $9,819,883,135 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Consulting Group Advisory Services LLC's assets and staff changed since 2021?**
In the Form ADV data for Consulting Group Advisory Services LLC: Regulatory assets under management: $6,893,315,340 in the October 2021 data and $9,819,883,135 in the October 2026 data, up 42%. 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 Consulting Group Advisory Services LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (12).

**Does Consulting Group Advisory Services LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). 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/137463

**What changed in Consulting Group Advisory Services LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $7,786,849,186 to $9,819,883,135 (+26%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,819,883,135
- Discretionary: $9,819,883,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 12 | $9,819,883,135 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2005 (20 years)
- Employees: 17 total, 9 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

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/137463

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,893,315,340 | 10 | March 22, 2021 |
| October 2022 | $6,893,315,340 | 10 | August 23, 2022 |
| October 2023 | $6,102,740,542 | 20 | August 15, 2023 |
| October 2024 | $7,113,460,994 | 20 | April 19, 2024 |
| October 2025 | $7,786,849,186 | 16 | June 30, 2025 |
| October 2026 | $9,819,883,135 | 17 | March 24, 2026 |

Regulatory assets under management: $6,893,315,340 in the October 2021 data and $9,819,883,135 in the October 2026 data, up 42%.
Total employees: 10 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $7,786,849,186 to $9,819,883,135 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consulting Group Advisory Services LLC (CRD 137463): Form ADV filing data as of October 2026.