Consilium Investment Management LLC

Consilium Investment Management, LLC is an SEC Registered Investment Adviser founded in May 2004 by Managing Directors Jonathan M. Binder and Charles T. Cassel III. The firm specializes in providing investment advice and management to U.S. investment LPs and LLCs, and non-U.S. investment funds. They manage approximately $484,894,954 in clients' assets on a discretionary basis as of December 31, 2024. Consilium offers fee-only services with various fee structures based on different investment strategies, such as the Consilium Frontier Equity Strategy, Consilium Extended Opportunities Strategy, and Consilium Global Emerging Markets (GEMS) Equity Strategy. The firm employs fundamental, global macro, and technical analysis in their investment strategies, focusing on long-term and short-term purchases, derivatives, and U.S. commercial real estate. Clients receive regular account reviews and reports, and the firm maintains a Code of Ethics to prevent conflicts of interest. Consilium has custody of client assets and exercises investment discretion for certain funds. They also vote client securities' proxies in the best interest of the client. The firm has no financial commitments impairing its ability to meet obligations and does not solicit pre-payment of client fees. For more information, clients can contact [email protected].