DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••••• C•••••• P•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Mar 18, 2013 · 28 filings
SEC status approved since Apr 2, 2013
RAUM
$2.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
20
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$2.8B as of Mar 31, 2026
Mar 28, 2014$207M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20140 then
Employees (5.A)20 as of Mar 31, 2026
Mar 28, 201410 then
Private funds13 as of Mar 31, 2026
Mar 28, 20142 then
RAUM +10% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $173MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.8B, 16 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.8B for 16 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••••• P•••••• E••••• I•• L••• | Private Equity Fund | $942M | 149 | Jun 26, 2020 |
| C••••••••• P•••••• E•••••• L••• | Private Equity Fund | $561M | 97 | Mar 18, 2013 |
| C••••••••• P•••••• E••••• P•• I•• L••• | Private Equity Fund | $305M | 18 | Jun 26, 2020 |
| C••••••••• P•••••• E••••• P•• L••• | Private Equity Fund | $189M | 9 | Mar 18, 2013 |
| C••••••••• I• P••••••• A•••••••• C•••••••• P•••••••• L•• | Private Equity Fund | $91.5M | 15 | Mar 31, 2023 |
| O••••• O•• B•••••• P•• L•• | Private Equity Fund | $70.2M | 4 | Mar 31, 2023 |
| C••••••••• I• E••••• C•••••••• P•••••••• L••• | Private Equity Fund | $69.8M | 16 | Mar 31, 2023 |
| O••••• O•• B•••••• L•• | Private Equity Fund | $12.9M | 4 | Mar 31, 2023 |
| C••••••••• B••• C•••••••• P•••••••• L••• | Private Equity Fund | $42,731 | 6 | Apr 28, 2017 |
| C••••••••• E•••• C••••••••• L•••no longer reported | Private Equity Fund | $0 | 1 | Apr 28, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B••••• M•••••••• J••••••• · Founding Partner/Membercontrolsince 03/2012 · owns 25% to 50%
- D••••••• N••••••••• •••• · Founding Partner/Membercontrolsince 08/2013 · owns 25% to 50%
- E••••••• B•••••••• B•••• · Founding Partner/Membercontrolsince 03/2012 · owns 25% to 50%
- M••••••• S••••••• V•••••• · Founding Partner/Membercontrolsince 03/2012 · owns 25% to 50%
- B••••• M•••••••• J••••••• · Managing Membercontrolsince 12/2014 · owns 25% to 50% of C••••••••• C•••••• P••••••• G•• L••
- D••••••• N••••••••• •••• · Managing Membercontrolsince 01/2020 · owns 25% to 50% of C••••••••• C•••••• P••••••• G•• L••
- E••••••• B•••••••• B•••• · Managing Membercontrolsince 12/2014 · owns 25% to 50% of C••••••••• C•••••• P••••••• G•• L••
- M••••••• S••••••• V•••••• · Managing Membercontrolsince 12/2014 · owns 25% to 50% of C••••••••• C•••••• P••••••• G•• L••
- S••••• M•••• G••••• · Chief Financial Officer; Chief Compliance Officersince 12/2021 · owns less than 5%
Entity owners
- C••••••••• C•••••• P••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C••••••••• B••• H••••••• G•• L••investment adviserpooled vehicle sponsorn
- C••••••••• C•••••• A••••••• L••investment adviserpooled vehicle sponsorn
- C••••••••• C•••••• M••••••••• L•investment advisernRAUM $44.4M
- C••••••••• C•••••• O••••••••• A•••••••• L••investment adviserpooled vehicle sponsorn
- C••••••••• C•••••• P••••••• G•• L••investment adviserpooled vehicle sponsorn
- C••••••••• C••••• G• L••investment adviserpooled vehicle sponsorn
- C••••••••• G• C•••••• F•••••• L•••investment adviserpooled vehicle sponsorn
- C••••••••• G• C•••• F•••••• L•••investment adviserpooled vehicle sponsorn
- C••••••••• I• P••••••• A•••••••• H••••••• G•• L••pooled vehicle sponsorn
- C••••••••• P•••••• E••••• G• I•• L•••investment adviserpooled vehicle sponsorn
- C••••••••• P•••••• E••••• G• I•• L••investment adviserpooled vehicle sponsorn
- C••••••••• P•••••• E••••• G•• L•••investment adviserpooled vehicle sponsorn
- C••••••••• P•••••• E••••• G•• L••investment adviserpooled vehicle sponsorn
- E•• G•••• A••••••••• H•••••••• L••pooled vehicle sponsorn
Advisers that list C••••••••• C•••••• P•••••••• L• as a related person
- 162717 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 12 to 16Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 16 to 15Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 12 to 16Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $2.5B to $2.8BMar 28, 2025 to Mar 31, 2026
- Private funds · 9 to 13Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.5B to $2.8BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.5B to $2.8BMar 28, 2025 to Mar 31, 2026
- RAUM · $2.5B to $2.8BMar 28, 2025 to Mar 31, 2026
- Advisory employees · 14 to 16Sep 5, 2024 to Mar 28, 2025
- Assets in custody · $2.2B to $2.5BSep 5, 2024 to Mar 28, 2025
- Employees · 18 to 20Sep 5, 2024 to Mar 28, 2025
- Financial planning clients · unset to Sep 5, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.2B to $2.5BSep 5, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.2B to $2.5BSep 5, 2024 to Mar 28, 2025
- RAUM · $2.2B to $2.5BSep 5, 2024 to Mar 28, 2025
- Advisory employees · 12 to 14May 5, 2023 to Mar 29, 2024
- Assets in custody · $1.8B to $2.2BMay 5, 2023 to Mar 29, 2024
- Employees · 16 to 18May 5, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.8B to $2.2BMay 5, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.8B to $2.2BMay 5, 2023 to Mar 29, 2024
- RAUM · $1.8B to $2.2BMay 5, 2023 to Mar 29, 2024
- Accounts · 8 to 12Mar 30, 2022 to Mar 31, 2023
- Advisory employees · 11 to 12Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 12Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $1.7B to $1.8BMar 30, 2022 to Mar 31, 2023
- Employees · 15 to 16Mar 30, 2022 to Mar 31, 2023
- Private funds · 6 to 9Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.7B to $1.8BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.7B to $1.8BMar 30, 2022 to Mar 31, 2023
- RAUM · $1.7B to $1.8BMar 30, 2022 to Mar 31, 2023
- Assets in custody · $1.3B to $1.7BDec 15, 2021 to Mar 30, 2022
- Employees · 16 to 15Dec 15, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.3B to $1.7BDec 15, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.3B to $1.7BDec 15, 2021 to Mar 30, 2022
- RAUM · $1.3B to $1.7BDec 15, 2021 to Mar 30, 2022
- Accounts · 5 to 8Jun 26, 2020 to Mar 29, 2021
- Advisory employees · 10 to 11Jun 26, 2020 to Mar 29, 2021
- Pooled vehicle clients · 5 to 8Jun 26, 2020 to Mar 29, 2021
- Assets in custody · $828M to $1.3BJun 26, 2020 to Mar 29, 2021
- Employees · 15 to 16Jun 26, 2020 to Mar 29, 2021
Signals
6 dated events
- C••••••••• C•••••• P•••••••• L• reported RAUM $1.7B, up 29% from $1.3B (2021-12-15 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $1.3B, up 58% from $827.7M (2020-06-26 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $827.7M, up 45% from $569.5M (2019-11-14 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L• reported RAUM $521.9M, down 42% from $893.5M (2017-05-11 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- C••••••••• C•••••• P•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 26, 2015 · Succession (Item 4) · fact
- C••••••••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Mar 18, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••••• C•••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- C••••••••• C•••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/consonance-capital-partners/mycompanyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- consonancecapitalpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-660-8060reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026