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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CONSULTING GROUP ADVISORY SERVICES LLC

CRD 137463

PURCHASE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:961363be-2ec5-63d9-9e0d-b33915322d3f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 8
On other graphs: 0
Observed: Mar 30, 2012 to Mar 24, 2026
47 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=9.0
Regulatory AUM: $9.8BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.8B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 12
SEC number: 801-64791
CRD: 137463
Filings on the tape: 47
First filed: Mar 30, 2012
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MORGAN STANLEY	Member	E	yes	10/2002	Mar 30, 2012	Oct 29, 2024
MORGAN STANLEY CAPITAL MANAGEMENT, LLC	Member	E	yes	03/2007	Aug 15, 2023	Oct 29, 2024
MORGAN STANLEY DOMESTIC HOLDINGS, LLC	Member	E	yes	01/2017	Aug 15, 2023	Oct 29, 2024
RICCIARDELLI, PAUL, EMMANUEL	DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT	Na	yes	03/2017	Mar 29, 2017	Oct 29, 2024
ROBERTS, GARY, RYAN	CHIEF COMPLIANCE OFFICER	Na	yes	10/2024	Oct 21, 2024	Oct 29, 2024
SCOTT-HANSEN, CHRISTOPHER, MICHAEL	Director	Na	yes	09/2022	Oct 5, 2022	Oct 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MORGAN STANLEY SMITH BARNEY LLC	n/a	Wirehouse	$1962B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	6	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$9.8B	$9.8B	17	9	1	n/a	n/a
2024	Mar 28, 2025	$7.8B	$7.8B	16	8	1	n/a	n/a
2023	Mar 27, 2024	$7.1B	$7.1B	20	9	1	n/a	n/a
2022	Mar 29, 2023	$6.1B	$6.1B	20	8	1	n/a	n/a
2021	Mar 25, 2022	$6.9B	$6.9B	10	7	1	n/a	n/a
2020	Mar 22, 2021	$6.9B	$6.9B	10	7	1	n/a	n/a
2019	Mar 27, 2020	$6.3B	$6.3B	10	7	1	n/a	n/a
2018	Mar 29, 2019	$5.6B	$5.6B	9	7	2	n/a	n/a
2017	Mar 29, 2018	$6.0B	$6.0B	9	7	2	n/a	n/a
2016	Mar 23, 2017	$5.3B	$5.3B	8	8	n/a	n/a	n/a
2015	Mar 29, 2016	$6.0B	$6.0B	8	8	n/a	n/a	n/a
2014	Mar 30, 2015	$7.0B	$7.0B	5	5	n/a	n/a	n/a
2013	Mar 28, 2014	$6.9B	$6.9B	4	4	n/a	n/a	n/a
2012	Apr 1, 2013	$6.3B	$6.3B	4	4	n/a	n/a	n/a
2011	Mar 30, 2012	$6.2B	$6.2B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$9.8B	$7.8B	26.1%	$6.1B	17.2%	17	16	1	1

Relationships

Affiliated with (21)

← MORGAN STANLEYRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEYRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
← E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MSREF IV, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MSREF III, INC.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY SMITH BARNEY PRIVATE MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← MSDW REAL ESTATE SPECIAL SITUATIONS II MANAGER LLCRegistered adviserother investment adviser, common control
factForm ADV
← PRIVATE INVESTMENT PARTNERS INC.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY VENTURE CAPITAL III INCRegistered adviserother investment adviser, common control
factForm ADV
← MSDW VENTURE PARTNERS IV INCRegistered adviserother investment adviser, common control
factForm ADV
← MSDW CAPITAL PARTNERS IV INCRegistered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY GLOBAL EMERGING MARKETS INCRegistered adviserother investment adviser, common control
factForm ADV
← EARLY ADOPTER FUND MANAGER INCRegistered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY CAPITAL PARTNERS III INCRegistered adviserbroker-dealer, common control
factForm ADV
← MORGAN STANLEY LEVERAGED EQUITY FUND II INCRegistered adviserother investment adviser, common control
factForm ADV
← MSVP 2002, INC.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY PRIVATE EQUITY ASIA III, INC.Registered adviserother investment adviser, common control
factForm ADV
← MSREF II, INC.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY REAL ESTATE INVESTMENT MANAGEMENT II INC.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY ALTERNATIVE INVESTMENT PARTNERS LPRegistered adviserother investment adviser
factForm ADV

Controls (6)

← RICCIARDELLI, PAUL, EMMANUELOwnerDIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT, ownership code NA, individual
Mar 29, 2017 to Oct 29, 2024factForm ADV
← SCOTT-HANSEN, CHRISTOPHER, MICHAELOwnerDIRECTOR, ownership code NA, individual
Oct 5, 2022 to Oct 29, 2024factForm ADV
← ROBERTS, GARY, RYANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 21, 2024 to Oct 29, 2024factForm ADV
← MORGAN STANLEYOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2012 to Oct 29, 2024factForm ADV
← MORGAN STANLEY CAPITAL MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 15, 2023 to Oct 29, 2024factForm ADV
← MORGAN STANLEY DOMESTIC HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 15, 2023 to Oct 29, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Consulting Group Advisory Services Llc reported RAUM $9.8B, up 26% from $7.8B (2025-06-30 to 2026-03-24)
Form ADVobserved 6 days ago
$2.0B
Occurred
Oct 21, 2024
Control person left
R Christopher Gargano (Chief Compliance Officer) no longer on Schedule A of Consulting Group Advisory Services Llc (listed 2024-04-19, absent 2024-10-21)
Form ADVobserved 6 days ago
Occurred
Oct 21, 2024
Control person joined
R Gary Roberts (Chief Compliance Officer) appeared on Schedule A of Consulting Group Advisory Services Llc
Form ADVobserved 6 days ago
Occurred
Oct 5, 2022
Control person joined
M Christopher Scott-Hansen (Director) appeared on Schedule A of Consulting Group Advisory Services Llc
Form ADVobserved 6 days ago
Occurred
Oct 5, 2022
Control person left
Vincent Richard Slater (Director) no longer on Schedule A of Consulting Group Advisory Services Llc (listed 2022-08-23, absent 2022-10-05)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2020
Control person joined
Vincent Richard Slater (Director) appeared on Schedule A of Consulting Group Advisory Services Llc
Form ADVobserved 6 days ago
Occurred
Jan 2, 2020
Control person left
Allen Friedman (Chief Financial Officer) no longer on Schedule A of Consulting Group Advisory Services Llc (listed 2019-03-29, absent 2020-01-02)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2020
Control person left
Marc Gordon (Director) no longer on Schedule A of Consulting Group Advisory Services Llc (listed 2019-03-29, absent 2020-01-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:961363be-2ec5-63d9-9e0d-b33915322d3f
First observed: Mar 30, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONSULTING GROUP ADVISORY SERVICES LLC

CRD 137463

PURCHASE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:961363be-2ec5-63d9-9e0d-b33915322d3f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MORGAN STANLEY

Member

yes

10/2002

Mar 30, 2012

Oct 29, 2024

MORGAN STANLEY CAPITAL MANAGEMENT, LLC

Member

yes

03/2007

Aug 15, 2023

Oct 29, 2024

MORGAN STANLEY DOMESTIC HOLDINGS, LLC

Member

yes

01/2017

Aug 15, 2023

Oct 29, 2024

RICCIARDELLI, PAUL, EMMANUEL

DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT

yes

03/2017

Mar 29, 2017

Oct 29, 2024

ROBERTS, GARY, RYAN

CHIEF COMPLIANCE OFFICER

yes

10/2024

Oct 21, 2024

Oct 29, 2024

SCOTT-HANSEN, CHRISTOPHER, MICHAEL

Director

yes

09/2022

Oct 5, 2022

Oct 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MORGAN STANLEY SMITH BARNEY LLC

n/a

Wirehouse

$1962B

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$9.8B

n/a

2024

Mar 28, 2025

$7.8B

n/a

2023

Mar 27, 2024

$7.1B

n/a

2022

Mar 29, 2023

$6.1B

n/a

2021

Mar 25, 2022

$6.9B

n/a

2020

Mar 22, 2021

$6.9B

n/a

2019

Mar 27, 2020

$6.3B

n/a

2018

Mar 29, 2019

$5.6B

n/a

2017

Mar 29, 2018

$6.0B

n/a

2016

Mar 23, 2017

$5.3B

n/a

2015

Mar 29, 2016

$6.0B

n/a

2014

Mar 30, 2015

$7.0B

n/a

2013

Mar 28, 2014

$6.9B

n/a

2012

Apr 1, 2013

$6.3B

n/a

2011

Mar 30, 2012

$6.2B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$9.8B

$7.8B

26.1%

$6.1B

17.2%