CONSEQUENT CAPITAL MANAGEMENT, LLC
SEC RegisteredFinding the Overlooked
About the firm
Consequent Capital Management, LLC is a registered investment adviser and full-service investment consulting firm. It operates as a multi-strategy investment management firm that specializes in diverse and emerging investment managers and utilizes a team approach to service clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment solutions, specializing in diverse and emerging investment managers, utilizing a team approach to service clients.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 7 | $0 |
| Charitable Organizations | 3 | $639M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Consulting Services - Up to $200M | 0.15% |
| Consulting Services - $200M to $400M | 0.10% |
| Consulting Services - $400M to $700M | 0.07% |
| Consulting Services - Over $700M | 0.05% |
| Manager of Managers - Up to $50M | 1.20% |
| Manager of Managers - $50M to $100M | 1.05% |
| Manager of Managers - $100M to $200M | 0.90% |
| Manager of Managers - $200M to $400M | 0.75% |
| Manager of Managers - $400M to $700M | 0.60% |
| Manager of Managers - Over $700M | 0.45% |
| Outsourced CIO - Up to $50M | 1.95% |
| Outsourced CIO - $50M to $100M | 1.85% |
| Outsourced CIO - Over $100M | 1.75% |
Data as of July 8, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONSEQUENT CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched