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Consulting Group Advisory Services LLC

● SEC registered since 2005CRD 137463SEC# 801-64791Purchase, NY
Export (members)
Reg. AUM
$7.79B
Employees
16
Accounts
11
Location
Purchase, NY

Consulting Group Advisory Services LLC assets under management

Consulting Group Advisory Services LLC is a registered investment adviser overseen by the SEC based in Purchase, NY. The firm has been registered since 2005. It reports $7.8 billion in regulatory assets under management and employs 16 people.

Consulting Group Advisory Services LLC owners & executives

7 reported
NameTitleOwnershipSince
Alison Courtney Nest ControlDirectorUnder 5%2025
Christopher Michael Scott-Hansen ControlDirectorUnder 5%2022
Gary Ryan Roberts ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Consulting Group Advisory Services LLC manage?

Consulting Group Advisory Services LLC reports $7.8 billion in regulatory assets under management on its Form ADV.

How many employees does Consulting Group Advisory Services LLC have?

Consulting Group Advisory Services LLC reports 16 employees.

Where is Consulting Group Advisory Services LLC located?

Consulting Group Advisory Services LLC is based in Purchase, NY and has been SEC-registered since 2005.

Does Consulting Group Advisory Services LLC disclose fund performance?

Consulting Group Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 Westchester Avenue, Purchase, NY 10577-6477
Phone914-225-1000
Fax914-610-7446
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$7.79B
Non-discretionary$0
Total (RAUM)$7.79B