Intl Consilium, LLC (Fort Lauderdale)

Intl Consilium, LLC is a large advisory firm based in Fort Lauderdale. It manages $120 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and Illinois.

Intl Consilium provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intl Consilium: assets under management

The assets under management (AUM) of Intl Consilium, LLC is $120 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $120 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intl Consilium, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Intl Consilium, LLC

Sean Michael O'connor has been acting as President since 1 May 2004. James P Gainey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Consilium Investment Capital	Member	1 May 2004	25% - 50%	56-2417635
International Assets Holding Corporation	Member	1 May 2004	50% - 75%	59-2921318
Charles Theodore Cassel	Managing director	1 May 2004	Other	4078975
Jonathan Michael Binder	Managing director	1 May 2004	Other	1877865
Sean Michael O'connor	Director	1 May 2004	Other	2534352
Nancey Meador Mcmurtry	Compliance officer	1 May 2004	Other	329914
Jonathan Craig Hinz	Chief financial officer	1 May 2004	Other	2677374
Scott Julian Branch	Director	1 May 2004	Other	2594635
Jonathan Michael Binder	Managing director, cco	1 Oct 2004	Other	1877865
Charles Theodore Cassel	Managing director, cfo	1 Nov 2004	Other	4078975
Marta C Novick	Chief compliance officer	1 Feb 2007	Other	4078582
James P Gainey	Chief compliance officer	1 Apr 2008	Other	5524577

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Charles Theodore Cassel	Shareholder	1 Nov 2003	50% - 75%	4078975
Jonathan Michael Binder	Shareholder	1 Nov 2003	50% - 75%	1877865

Based in Fort Lauderdale

The principal office where Intl Consilium, LLC performs its advisory services is located at 3101 N. Federal Hwy., Fort Lauderdale, FL 33306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-315-9380 or by fax 954-779-1803. The normal business hours are 08:00 to 17:00 on Monday - Friday.