CONSTITUTION CAPITAL EQUITY PARTNERS LP

RIASEC RegisteredEst. 2008
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$160M
Accounts
33
Employees
67
Advisory reps
8

Firm details

Headquarters
ANDOVER, Massachusetts
CRD number
147248
Registered since
June 3, 2008
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles91.93%
  • Pension & Profit Sharing Plans8.07%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Constitution Capital Equity Partners LP is a private equity limited partnership that has been SEC-registered since 2008 and serves an institutional client base. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it also functions in sponsor and general partner roles for those vehicles. Fee arrangements include a percentage-of-AUM component plus other fee structures. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

2 of 2
  • Brett Morrison

    Chief Compliance OfficerCRD 7834807

  • STANLEY CZYZ

    Chief Financial OfficerCRD 7292350

Contacts

3 of 6
  • JOHN GUINEE

    Managing PartnerCRD 3159879

  • VICENTE RAMOS

    Managing PartnerCRD 2441875

  • PETER MELANSON

    PartnerCRD 4878558

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ANDOVER, MA

ESSEX

Location

ANDOVER, MA

Headquartered in ANDOVER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ESSEX
Address
300 Brickstone Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth