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 operates as a private-equity focused advisor and sponsor that manages pooled investment vehicles for institutional clients. The firm is organized as an LLC and registered with the SEC in 2023. Its business model centers on acting as sponsor, general partner and managing member of funds rather than as a pure third-party allocator: it runs and advises private funds while also engaging in portfolio management for those pooled vehicles. The firm’s client base is institutional, and it manages discretionary mandates across its funds. Fee arrangements combine a percentage-of-assets component with performance-based fees and other negotiated terms, reflecting typical private fund economics. Constellation identifies as an active ESG investor and incorporates ESG considerations into its investment processes and manager selection for its pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 3Kathryn St. Onge
Managing Director, Chief Operating OfficerCRD 5373283
PAUL SEALY
Chief Compliance Officer And Chief Financial OfficerCRD 6095932
LINDSEY SIMON
Chief Compliance OfficerCRD 5477971
Contacts
2 of 2PATRICK MCHUGH
Partner, Head of InvestmentCRD 7857061
KARL HECKENBERG
President & Managing PartnerCRD 3234336
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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