Constellation Investments, Inc.
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 107528
- Registered since
- April 2, 1996
- Website
- constellationinsurance.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Other
- Client types
- Insurance Companies45.65%
- Investment Companies39.07%
- Corporations / Businesses13.71%
- Pooled Investment Vehicles1.57%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Constellation Investments, Inc. is a corporate investment adviser that describes itself as a securitized asset fund manager serving institutional clients. The firm is SEC-registered (registered in 1996) and operates as a CPO/CTA while providing portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Its ownership structure includes both a domestic entity and an individual, and it charges fees that include a percentage-of-AUM component alongside other fee arrangements. Constellation does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds35%
- Other35%
- Cash & Cash Equivalents9%
- Private Funds8%
- US Government Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$2.6B in ETFs
100%
$2.6B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $559M | 5,909,841 | 21.18% |
Location
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 1 Financial Way
- Time zone
- ET (UTC-5)
- Office locations
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