CONSTITUTION CAPITAL PM, L. P.

RIASEC RegisteredEst. 2022
Total AUM
$911M
Discretionary
$911M
100% of AUM
Avg account
$911M
Accounts
1
Employees
67
Advisory reps
8

Firm details

Headquarters
ANDOVER, Massachusetts
CRD number
319678
Registered since
June 23, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Constitution Capital Pm, L. P. is an SEC-registered limited partnership that provides portfolio management primarily for investment companies. The firm serves institutional clients and operates with a fee model that combines a percentage of assets under management with performance-based fees, a structure commonly used for active, outcome-driven mandates. Constitution Capital functions as an adviser and sponsor/GP for pooled investment vehicles, which positions it more as a manager of funds than a multi-client retail RIA. The firm is not an active ESG investor and is not classified as a capital allocator; its model centers on running investment vehicles rather than allocating external capital across managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Brett Morrison

    Chief Compliance OfficerCRD 7834807

  • STANLEY CZYZ

    Chief Financial OfficerCRD 7292350

Contacts

3 of 6
  • VICENTE RAMOS

    Managing PartnerCRD 2441875

  • ROBERT HATCH

    PartnerCRD 3157076

  • PETER MELANSON

    PartnerCRD 4878558

Unlock 3 more contacts

Wealth teams

FINTRX

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