DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

SEC-registered adviser

C••••••••• B•••• P•••••••• L••

Asset manager (funds and pooled vehicles)CRD 326505SEC 801-134050websiteIAPD
Latest filing Jun 24, 2026
First filing on the tape Jun 30, 2025 · 3 filings
SEC status approved since Aug 1, 2025
RAUM
$181M
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
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$181M as of Jun 24, 2026
Jun 30, 2025$154M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Jun 30, 20250 then
Employees (5.A)4 as of Jun 24, 2026
Jun 30, 20254 then
Private funds7 as of Jun 24, 2026
Jun 30, 20254 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 24, 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
$25.8MderivedRAUM 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
$181M, 7 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$181M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$181M for 7 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
      Every departureEvery arrival
      Private funds
      3 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      C••••••••• B•••• P••••••• F••• I• L•••Private Equity Fund$105M2May 2, 2023
      C••••••••• D• I••••••••• H•••••••• L••Private Equity Fund$9.3M8Mar 29, 2024
      C••••••••• D• I••••••••• H•••••••• L••Private Equity Fund$4.0M1Mar 29, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• C•••• M••• · Founder & Managing Partner & Chief Compliance Officercontrol
        since 11/2022 · owns 50% to 75%
      • D••••••••• M•••••• · Founder & Managing Partnercontrol
        since 11/2022 · owns 50% to 75%
      • G••••••• J••••••• · Co-Founder & Presidentcontrol
        since 01/2023 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 4 to 7
        Jun 30, 2025 to Mar 24, 2026
      • Pooled vehicle clients · 4 to 7
        Jun 30, 2025 to Mar 24, 2026
      • Assets in custody · $154M to $181M
        Jun 30, 2025 to Mar 24, 2026
      • Private funds · 4 to 7
        Jun 30, 2025 to Mar 24, 2026
      • Discretionary RAUM · $135M to $181M
        Jun 30, 2025 to Mar 24, 2026
      • Non-discretionary RAUM · $18.9M to $0
        Jun 30, 2025 to Mar 24, 2026
      • Pooled vehicle RAUM · $154M to $181M
        Jun 30, 2025 to Mar 24, 2026
      • RAUM · $154M to $181M
        Jun 30, 2025 to Mar 24, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/consortium-brand-partners/aboutreportedpublic record, Form ADV, Sep 21, 2026
      Website
      c•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      917-297-3856reportedpublic record, Form ADV, Jun 24, 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