Investment adviser · CRD 112694

CONSOLIDATED PORTFOLIO REVIEW CORP

Investment adviser filing (IA)

WOODBURY, NY, United States · Form ADV filed Jun 1, 2026

Regulatory AUM: $1.59B
Client accounts: 6,228
Employees: 56
Advisory professionals: 47

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	5,894	$889,652,491	55.9%
High-net-worth individuals	293	$689,727,041	43.3%
Retirement plans	41	$12,480,529	0.8%

Filing source

Form ADV 2110112 · Jun 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MONROE INSURANCE DEDICATED FUNDSOther Private Fund · Last reported Mar 27, 2017$0Gross asset value

Fund administrator MEGETHOS3, LLC LOCUST VALLEY, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor MOYER, SMITH & ROLER, PA CHARLOTTE, North Carolina, United States

Custodian CHARLES SCHWAB ORLANDO, Florida, United States Related to adviser: No

Marketer DIEFENDORF PLANNING SERVICES LOCUST VALLEY, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

Fund details & source

Fund ID: 805-7642372773
Reported beneficial owners: 0
Minimum commitment: $500K

Form ADV 1090929 · Mar 27, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

125 FROEHLICH FARM BLVD.
WOODBURY, NY, 11797, United States

CRD 112694

Filing source

Form ADV 2110112 · Jun 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.