Multi-Family OfficeRIA · CRD 297231SEC-Registered

Updated:

CONSCIOUS INVESTMENT SERVICES, LLC

Conscious Investment Services is a multi-family office with a values-driven mandate. Structure and scale are undisclosed.

CONSCIOUS INVESTMENT SERVICES, LLC

Conscious Investment Services, LLC is an SEC-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who makes investment decisions at Conscious Investment Services?

The firm does not publicly name its investment committee or CIO. Multi-family offices of this type typically delegate investment decisions to a professional CIO supported by an investment committee that includes family representatives and external advisors.

Is Conscious Investment Services a single-family or multi-family office?

The firm's name and public posture indicate it operates as a multi-family office, serving multiple families who share a common investment platform. Multi-family offices generally require a minimum asset commitment from each family, though the threshold for this firm is undisclosed.

What does 'conscious' refer to in the firm's strategy?

The term suggests a values-driven or impact-oriented investment approach. This may manifest as ESG integration, negative screens (e.g., avoiding fossil fuels, tobacco), or a mandate to allocate a portion of capital to impact investments that generate measurable social or environmental outcomes alongside financial returns.

Does the firm invest directly in companies or only through funds?

Public record does not specify. Many multi-family offices use a hybrid model: fund commitments for diversification and direct co-investments in later-stage or buyout opportunities where the firm can exercise control or influence. The firm's exact balance between direct and fund investing is not disclosed.

What is known about the wealth origin of the families served?

No public source connects the firm to a specific family or wealth origin. Multi-family offices of this type typically serve families who have generated wealth through entrepreneurship, corporate leadership, or inheritance across diverse industries.

How is the firm's investment team structured?

Team size and composition are not publicly available. Typical multi-family office teams include investment professionals covering public markets, private equity, real estate, and risk management. The firm does not publish a team page or professional biographies.

Does the firm have a philanthropic arm?

No distinct philanthropic foundation or donor-advised fund is publicly associated with Conscious Investment Services. However, many multi-family offices offer philanthropic advisory services to their families as part of their service platform. Confirmation for this firm is unavailable.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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