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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
C••••••• C••••••
Legal name C••••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Oct 29, 2021 · 12 filings
SEC status approved since Mar 27, 2023
RAUM
$299M
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
13
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$299M as of Mar 30, 2026
Mar 27, 2024$236M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20240 then
Employees (5.A)13 as of Mar 30, 2026
Mar 27, 202412 then
Private funds3 as of Mar 30, 2026
Mar 27, 20243 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 30, 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
- $99.5MderivedRAUM 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
- unknownderivedbetween 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
- $299M, 3 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$299M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $299M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• I•••••••• I• L• | Private Equity Fund | $111M | 22 | Oct 11, 2022 |
| C••••••• I•••••••• I•• L• | Private Equity Fund | $100M | 13 | Jul 25, 2023 |
| C••••••• I•••••••• I•• L• | Private Equity Fund | $24.9M | 3 | Jul 25, 2023 |
| C••••••• O••••••••• F••• I• L•no longer reported | Venture Capital Fund | $0 | 1 | Oct 29, 2021 |
| C••••••• D••••• F••• I• L•no longer reported | Private Equity Fund | $0 | 1 | Oct 29, 2021 |
Owners and control persons
Schedule A and B, latest filing
- K••••• D•••••• M••••• · Managing D•••••Orcontrolsince 10/2021 · owns less than 5%
- M•••••• P••••• T••••• · Managing D•••••Orcontrolsince 08/2022 · owns less than 5%
- O•••••• E••••••• S• · Chief Financial Officercontrolsince 11/2024 · owns less than 5%
- R•••••• R••••••• E••••••• · Chief Administrative Officer; Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- S•••••••• G••••••• P••• · General Counselcontrolsince 11/2021 · owns less than 5%
- K••••• D•••••• M••••• · Sole Membercontrolsince 11/2021 · owns 50% to 75% of C••••••• C•••••• L••
- M•••••• P••••• T••••• · Sole Membercontrolsince 02/2023 · owns 50% to 75% of C••• F•••••• L••
Entity owners
- C••• F•••••• L•• · Limited Partnerdirect · owns 50% to 75%
- C••••••• C•••••• L•• · General Partner; Limited Partnerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- C••••••• F•••••••• L••broker-dealern
- C••••••• I•••••••• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 8 to 6Jun 26, 2025 to Mar 30, 2026
- BD registered reps · 3 to 0Jun 26, 2025 to Mar 30, 2026
- Assets in custody · $261M to $299MJun 26, 2025 to Mar 30, 2026
- Employees · 16 to 13Jun 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $261M to $299MJun 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $261M to $299MJun 26, 2025 to Mar 30, 2026
- RAUM · $261M to $299MJun 26, 2025 to Mar 30, 2026
- Financial planning clients · unset to May 1, 2025 to Jun 26, 2025
- Advisory employees · 6 to 8Dec 6, 2024 to May 1, 2025
- Assets in custody · $236M to $261MDec 6, 2024 to May 1, 2025
- Employees · 12 to 16Dec 6, 2024 to May 1, 2025
- Discretionary RAUM · $236M to $261MDec 6, 2024 to May 1, 2025
- Pooled vehicle RAUM · $236M to $261MDec 6, 2024 to May 1, 2025
- RAUM · $236M to $261MDec 6, 2024 to May 1, 2025
- Advisory employees · 7 to 6Jul 25, 2023 to Mar 27, 2024
- Assets in custody · $211M to $236MJul 25, 2023 to Mar 27, 2024
- Employees · 14 to 12Jul 25, 2023 to Mar 27, 2024
- Discretionary RAUM · $211M to $236MJul 25, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $211M to $236MJul 25, 2023 to Mar 27, 2024
- RAUM · $211M to $236MJul 25, 2023 to Mar 27, 2024
- Related broker-dealer · false to trueJul 25, 2023 to Mar 27, 2024
- Accounts · unset to 3.0Feb 21, 2023 to Jul 25, 2023
- Pooled vehicle clients · 1 to 3Feb 21, 2023 to Jul 25, 2023
- Assets in custody · unset to 211100000.0Feb 21, 2023 to Jul 25, 2023
- Custody of client assets · false to trueFeb 21, 2023 to Jul 25, 2023
- Private funds · 1 to 3Feb 21, 2023 to Jul 25, 2023
- Discretionary RAUM · unset to 211100000.0Feb 21, 2023 to Jul 25, 2023
- Non-discretionary RAUM · unset to 0.0Feb 21, 2023 to Jul 25, 2023
- Pooled vehicle RAUM · $0 to $211MFeb 21, 2023 to Jul 25, 2023
- RAUM · unset to 211100000.0Feb 21, 2023 to Jul 25, 2023
- Business name · T•• C••••••• G•••• to C••••••• C••••••Oct 11, 2022 to Oct 27, 2022
- Advisory employees · 2 to 7Nov 23, 2021 to Oct 11, 2022
- BD registered reps · 0 to 3Nov 23, 2021 to Oct 11, 2022
- Pooled vehicle clients · 2 to 1Nov 23, 2021 to Oct 11, 2022
- Employees · 8 to 14Nov 23, 2021 to Oct 11, 2022
- Private funds · 2 to 1Nov 23, 2021 to Oct 11, 2022
- Legal name · C••••••• MANAGEMENT, LP to C••••••• M••••••••• L•Oct 29, 2021 to Nov 23, 2021
Signals
6 dated events
- S Elironn Ozarko (Chief Financial Officer) appeared on Schedule A of C••••••• C••••••Dec 6, 2024 · Control person joined · fact
- Joseph David Boemo (Chief Financial Officer) no longer on Schedule A of C••••••• C•••••• (listed 2024-08-01, absent 2024-12-06)Dec 6, 2024 · Control person left · inference
- C••••••• C•••••• filed its initial SEC registration (Form ADV)Feb 21, 2023 · First SEC registration · fact
- Joseph David Boemo (Chief Financial Officer; Chief Compliance Officer) appeared on Schedule A of C••••••• C••••••Oct 11, 2022 · Control person joined · fact
- Paul Gregory Sandukas (General Counsel) appeared on Schedule A of C••••••• C••••••Oct 11, 2022 · Control person joined · fact
- Thomas Peter Morrow (Managing Director) appeared on Schedule A of C••••••• C••••••Oct 11, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- C••••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- C••••••• C•••••• · Private Equityshared crd · organization
- C••••••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/consello-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-419-8702reportedpublic record, Form ADV, Mar 30, 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