Consequent Capital Management, LLC (Atlanta)

Consequent Capital Management, LLC is a large advisory firm based in Atlanta. It manages $288.93 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Connecticut, Florida, and 6 other states.

Consequent Capital Management provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Consequent Capital Management: assets under management

The assets under management (AUM) of Consequent Capital Management, LLC is $288.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $288.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.79 million each.

Investments

The firm invests in exchange traded securities the most. They account for 66% of the total AUM. The second-largest asset type is investment and business development companies, which make up 34% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Consequent Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Consequent Capital Management, LLC

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Cyril Mathew Theccanat has been acting as President since 1 Oct 2017. John Charles Robinson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerrard Lyndon Grant	Deputy general counsel	1 Apr 2016	Other	6706501
Earl Gerard Robinson	Chief executive officer / manager	1 Apr 2016	Other	2074624
Cyril Mathew Theccanat	Chief investment officer / manager	1 Apr 2016	Other	1816739
Chandra Jeanne Ridley	Chief of staff & human resources / manager	1 Apr 2016	Other	6706709
Kenneth O'neal Simon	Chief compliance officer	1 Apr 2016	Other	6706717
Llc Consequent Capital Holdings	Member	1 Apr 2016	75% - 100%	91-3431330
Todd Ortique Mcdonald	Manager	1 Apr 2016	Other	6706896
Gerrard L Grant	Deputy general counsel	1 Apr 2016	Other	6706501
Chandra Ridley	Chief of staff & human resources / manager	1 Apr 2016	Other	6706709
Kenneth O Simon	Chief compliance officer	1 Apr 2016	Other	6706717
Todd Mcdonald	Manager	1 Apr 2016	Other	6706896
Cyril Mathew Theccanat	President/ chief investment officer / manager	1 Oct 2017	Other	1816739
Scott Francis Cha Choe	Managing director/executive vice president	1 Feb 2018	Other	4303452
Samuel S. Koh	Managing director/chief executive officer	1 Feb 2018	75% - 100%	6888512
John Charles Robinson	Chief executive officer	1 May 2018	Other	2116630
John Charles Robinson	Chief compliance officer	1 Apr 2019	Other	2116630

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Samuel S. Koh	Manager	1 Oct 2016	75% - 100%	6888512
Llc Innerspin Capital	Member - class a	1 Feb 2017	50% - 75%	81-4200758
Jeffrey Stewart Amling	Member - class b/manager	1 Feb 2017	Other	724750
Todd Ortique Mcdonald	Manager	1 Feb 2017	Other	6706896
Liberty Community Capital Investment Corporation	Manager	1 Feb 2017	Other	26-4135231
Joseph Blaise Haggenmiller	Board member	1 Aug 2018	Other	1980372
John Charles Robinson	Board member	1 Aug 2018	Other	2116630
Elcid Shin Choi	Board member	1 Aug 2018	Other	7021986

Based in Atlanta

The principal office where Consequent Capital Management, LLC performs its advisory services is located at 3333 Piedmont Road, Suite 1250, Atlanta, GA 30305, 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 (404) 883-2500 or by fax (404) 883-2506. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.