# Consulting Group Advisory Services

Consulting Group Advisory Services is an Asset Manager based in Purchase, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Purchase, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** cgascapital.com

## Regulatory record

- **CRD number:** 137463
- **SEC file number:** 801-64791
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137463

## About

CONSULTING GROUP ADVISORY SERVICES LLC is an SEC-registered investment adviser in Purchase, NY, since 2005. The firm manages approximately $9.8 billion in regulatory assets. It has 17 employees and 9 investment advisers.

## Sectors

- Financial Services
- Real Estate
- Energy Transition & Renewables

## Questions

### Does the firm invest in private companies or only public equities?

The firm's strategy is almost exclusively focused on acquiring significant minority stakes in publicly traded companies. While Trian's principals have made opportunistic private investments in the past, the core mandate of Consulting Group Advisory Services is to deploy capital into liquid, large-cap equities where it can engage directly with management and boards to drive operational change.

### How does the firm structure its co-investments?

Trian, through Consulting Group Advisory Services, has historically co-invested with select sovereign wealth funds and large institutional allocators on specific campaigns. The firm maintains relationships with long-term, patient capital partners who align with its multi-year, operationally-intensive approach. Co-investment terms are negotiated bilaterally and are not offered through a standard feeder or platform structure.

### What is the firm's known posture on hostile situations?

Trian publicly describes its approach as constructive activism rather than hostile. While the firm does wage proxy contests — most recently at Disney in 2024 — it prefers to work with management teams privately before escalating. When it does go public or seek board seats, the stated goal is operational partnership, not asset stripping or financial engineering.

## Related profiles

- [Investment Counselors of Redlands](https://altss.com/profile/investment-counselors-of-redlands-llc)

---

Last updated: 2026-06-25T23:31:04.486Z

Canonical page: https://altss.com/profile/consulting-group-advisory-services-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology