Private Markets Concierge

Private Market Investing

For investors seeking a hands-on approach to managing their portfolios and expanding their
horizons, Consilium, LLC serves as a premier private markets concierge. Leveraging cutting-
edge technology, we empower accredited investors and qualified purchasers with access to
exclusive, top-tier private investment opportunities—opportunities that were once reserved for
the largest institutions. Consilium bridges the gap, opening doors to a world of investments
tailored to sophisticated investors

Investing in Private Markets With Consilium

At Consilium, LLC, our wealth management and other clientele gain access to some of today's most successful private market opportunities.

We provide exposure to multiple alternative asset classes, including private equity, private credit, real estate, and infrastructure, through partnerships with industry-leading firms like Apollo, Blackstone, Carlyle Group, KKR, JPMorgan, StepStone, and more.

Our goal is to connect clients with unparalleled private market investment opportunities that align with their long-term financial objectives.

Why Invest in Private Markets?

A World of Alternatives

For too long, individual and smaller institutional investors have been limited to the public capital
markets. Plain vanilla stocks, bonds and cash defined their portfolios while large institutional
investors have enjoyed access to the world of alternatives – better known as private market
investing.

Democratized Access

Today, asset classes such as private equity, private credit, direct real estate, and infrastructure are available to qualified individuals and smaller institutions. Though gaining entry to these investment opportunities remains difficult and administratively complex, Consilium, LLC can provide access to many of the largest private investment firms in the industry.

Your Private Market Concierge

Consilium, LLC operates as your private markets concierge. Providing investment due diligence, subscription document fulfillment, custodial coordination, capital calls, performance measurement, and more. Consilium LLC is uniquely qualified to lead clientele through the challenging private market environment.

Additionally, as your Private Markets Concierge, we remove the requirement to hire a broker or
advisor on a continual, discretionary basis – with the associated high fees.

Institutional Diversification

Taking advantage of this service, qualified individuals and smaller institutions can now have
access to the same investment opportunities as the largest foundations, endowments, and
pension plans – at a fraction of the cost of traditional advisory firms.
The time has come to better diversify portfolios by complementing stocks, bonds and cash with
private market investments. Large institutional investors have been doing so for decades.
Shouldn’t you?

How Private Markets Concierge Works

The Private Market Concierge platform is designed for accredited investors, qualified clients,
and qualified purchasers seeking exclusive private market opportunities without the need for
ongoing, discretionary advisory services. The platform integrates two key elements:

Access to Premier Private Market Opportunities
Clients are provided with direct access to carefully curated investment opportunities in
private equity, private credit, real estate, infrastructure, and more, featuring partnerships
with top-tier firms like Apollo, Blackstone, Carlyle Group, KKR, and others.

Non-Discretionary Investment Approach
Investors retain full control of their decision-making, eliminating the requirement to
engage an advisor on a continual, discretionary basis. This flexibility allows clients to
choose investments that align with their financial goals and preferences, on their terms.

Consilium's Private Market Concierge Services empower sophisticated investors to unlock the full potential of private markets with the autonomy and expertise they value.

Provided Services

Consilium, LLC’s Private Market Concierge Services offers a comprehensive suite of solutions to streamline and enhance the investment experience for accredited investors, qualified clients, and qualified purchasers:

Access to Institutional Investment Opportunities
- Direct access to premier regional and national private market firms.
- Lower investment minimums, making institutional-grade opportunities more
  accessible.
Consilium Due Diligence
- Rigorous evaluation of opportunities to ensure clients access high-quality
  investments.
Streamlined Administrative Workflow
- Assistance with applications, subscription documents, and regulatory workflow.
- Management of capital calls and other essential administrative tasks.
Custodial Account Services via Schwab Advisor Services
- Secure and reliable custodial account management for seamless financial
  operations.

These services are designed to simplify private market investing, empowering clients with the
tools and support they need to pursue their financial objectives confidently and efficiently.

Investment Portal
Consilium, LLC provides an advanced and user-friendly Investor Portal designed to simplify and enhance your investment experience.

Comprehensive Account Access: Easily view and manage all your accounts in one centralized platform.
Detailed Reporting: Access in-depth reports to monitor performance, allocations, and activity across your portfolio.
Document Management: Keep track of all essential documents, including agreements, regulatory forms, and performance reports, conveniently stored and organized.

The portal ensures that you stay informed and in control of your investments with transparency, efficiency, and ease of use.

Investor Portal Features

Consilium, LLC’s Investor Portal offers cutting-edge tools and functionalities to provide a seamless and transparent investment management experience:

Desktop and Mobile Compatibility: Access your investment information anytime, anywhere, from your preferred device.

Comprehensive Dashboard: Stay informed with up-to-date account details, performance metrics, and portfolio insights, all in one place.

Integration of Outside Accounts: Consolidate your financial picture by incorporating accounts held at other institutions for a holistic view.

Secure Document Vault: Safely store and access important documents, including agreements, reports, and regulatory files, with easy retrieval when needed.

The Investor Portal is designed to empower you with the tools and information to stay
connected and in control of your financial journey.

Getting Started

Begin your journey with Consilium’s Private Market Concierge Services by providing your email address to be added to the Consilium Private Market Investor List. As a subscriber, you’ll receive periodic updates on exclusive investment opportunities (typically one to two a month).

No Obligations: Explore opportunities at your own pace with no commitment.

Opt Out Anytime: Stay in control of your preferences and unsubscribe whenever you choose.

Next Steps For Investing

Should you choose to invest in an opportunity, Consilium, LLC will lead you through the process:

Open a Schwab Advisor Services Account: Establish a secure custodial account.
Execute Agreements:
1. Sign the Consilium non-discretionary client agreement.
2. Complete applicable subscription documents.
Finalize Your Investment: Participate in the selected investment opportunity with
confidence.

Consilium makes it easy to access and act on premier private market opportunities. Start today and explore the possibilities!