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Consortium Private Wealth LLC
Consortium Private Wealth LLC is a New York-based RIA and multi-family office co-investing in private equity, real estate, venture capital, and private...
Consortium Private Wealth LLC
Consortium Private Wealth LLC was founded in 2012 by Felix P. D. Stone, a former managing director at a bulge-bracket bank who saw an opportunity to serve UHNW families with institutional-grade direct investing. The firm operates as a hybrid RIA and family office, not a single-family office tied to one fortune. Its wealth origin is undisclosed, but public records indicate Stone built the platform from a base of several multigenerational families, each contributing capital without ceding control. The firm deploys capital across four principal asset classes: private equity, real estate, venture capital, and private credit. It co-invests alongside established GPs rather than committing to blind-pool funds — a structure that lets families select each deal. Known portfolio exposures include healthcare services, energy transition, and technology-enabled business services, though specific holdings are not publicly itemized. Geographic focus centers on North America, with select opportunities in Western Europe (per public record). No team size or total AUM is publicly disclosed. The firm maintains a single office in New York. In mid-2024, Consortium Private Wealth reportedly added a dedicated private credit vertical led by a new partner, per industry sources. It also operates a separate philanthropic arm for client families, structured as a donor-advised fund program. Consortium Private Wealth's structural differentiator lies in its client selection model: it limits its family roster to a small, invitation-only group, each required to commit a minimum of $10 million to the firm's co-investment platform. This creates a closed ecosystem where families share deal flow and due diligence — a model closer to a private investment club than a conventional RIA or multi-family office.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Felix P. D. Stone
Founder & CEO
Michael A. B. Greene
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Consortium Private Wealth?
Founder and CEO Felix P. D. Stone sets overall strategy, while CIO Michael A. B. Greene oversees deal sourcing and portfolio construction. The firm also employs sector-focused investment professionals who lead due diligence on individual co-investments (per public record).
How does Consortium Private Wealth source proprietary deal flow?
The firm sources deals primarily through its GP relationships — it co-invests with a select group of established private equity and venture capital firms. Its closed family network also generates proprietary deal flow through the operating companies its families own directly (per public record).
Is Consortium Private Wealth structured as a single family office or an RIA?
It is structured as an RIA that operates as a multi-family office. It serves multiple unrelated families, each with a minimum commitment of roughly $10 million. This structure allows it to pool capital while maintaining individual-family ownership of co-investments (per public record).
Does Consortium Private Wealth commit to blind-pool funds or only direct deals?
The firm generally avoids blind-pool fund commitments. Instead, it co-invests alongside GPs on a deal-by-deal basis, giving its families direct ownership and control over each investment. This is a core part of the firm's value proposition (per public record).
What investment stages does Consortium Private Wealth typically target?
The firm targets later-stage private equity, growth equity, and venture capital — typically companies with established revenue streams and proven business models. It also invests in private credit opportunities, including direct lending and special situations (per public record).
Which sectors does Consortium Private Wealth explicitly avoid?
The firm does not publicly disclose sector restrictions, but its known activity centers on healthcare services, energy transition, and business services. It has no known exposure to early-stage biotech, cryptocurrencies, or pure-play real estate development (per public record).
Where does the underlying wealth come from?
The wealth origin of Consortium Private Wealth's client families is not publicly disclosed. Public records indicate the firm serves multigenerational families whose fortunes were accumulated through diversifed sources, including real estate, manufacturing, and financial services. The firm itself does not market a single wealth-origin story (per public record).
Profile maintained by Altss 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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