Constellation Wealth Capital
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 326917
- Registered since
- September 19, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Constellation Wealth Capital is an SEC-registered limited liability company that operates as a private equity fund manager serving institutional clients. Registered in 2023, the firm provides portfolio management for pooled investment vehicles and commonly serves as sponsor, general partner, or managing member of those pooled vehicles. Its fee program combines an asset-based charge with performance-linked compensation and other fee arrangements. The firm identifies itself as an active ESG investor and is not positioned as a capital allocator to third-party mandates.
Assets & Accounts
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
Owners & executives
3 of 3
Paul Sealy
Chief Compliance Officer And Chief Financial OfficerCRD 6095932
Kathryn St. Onge
Managing Director, Chief Operating OfficerCRD 5373283
Lindsey Simon
Chief Compliance OfficerCRD 5477971
Contacts
2 of 2
Karl Heckenberg
President & Managing PartnerCRD 3234336
Patrick Mchugh
Partner, Head of InvestmentCRD 7857061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 609 W Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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