Private Market Investing
Not all investors need continuous discretionary management of their portfolios. Which is why we provide services piecemeal as well. With a commitment to technology, we report on a range of assets (and liabilities) held at multiple institutions, provide direct access to opportunities at some of the largest private investment firms in the industry, and coordinate tax, estate and other family office essentials.
Investing in Private Markets With Consilium
Investing in private markets gives you access to some of the largest private markets, operated by businesses like Blackstone, CBRE, J.P. Morgan, and more.
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
Private Market Concierge Services is a non-discretionary platform
for individuals and organizations that incorporate two
critical elements:
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Investment opportunities in the private marketplace
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Removes the requirement to hire an advisor on a continual, discretionary, basis
Provided Services
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Access to institutional investment opportunities from regional and national private market firms with lower minimums
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Consilium due diligence
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Administrative workflow
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Account applications and regulatory documentation
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Capital calls
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Other administrative needs
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Custodial account(s) via Schwab Advisor Services
Working with Consilium, we offer an advanced and intuitive investor portal. Here, you can view your accounts, and reports, while keeping track of all your documents.
Investor Portal Features
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Desktop and mobile compatibility
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Full dashboard with up-to-date information and performance
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Ability to incorporate outside accounts
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Document vault
We pride ourselves on providing clients with real-time economic and market information. When we learn, you learn.
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Weekly updates
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Quarterly journal
To get started, provide an email address to be added to the Consilium Private Market Investor list, and investment opportunities will be periodically sent to you. No obligation, opt out anytime.
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Should you decide to invest in an opportunity, the next steps would include opening a Schwab Advisor Services account, executing the Consilium agreement, applicable subscription agreements, etc.