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 organized as a limited partnership and operates as an institutional registered investment adviser. The firm registered with the SEC in 2022 and focuses on portfolio management for investment companies, serving an institutional client base rather than retail households. Its ownership structure is identified as a mix of a domestic entity and an individual. Constitution Capital charges traditional asset-based fees alongside performance-based fees, and it is not positioned as a capital allocator to third-party managers. The firm does not self-identify as an active ESG investor, nor does it provide pension consulting services. Constitution Capital also appears operationally involved with pooled investment structures: it is listed as an adviser/sponsor and as a GP or managing member of pooled vehicles, indicating it runs or controls collective investment vehicles in addition to providing advisory services to those vehicles.

Assets & Accounts

Investments & Alternatives

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

    Brett Morrison

    Chief Compliance OfficerCRD 7834807

  • Stanley Czyz

    Stanley Czyz

    Chief Financial OfficerCRD 7292350

Contacts

3 of 6
  • Vicente Ramos

    Vicente Ramos

    Managing PartnerCRD 2441875

  • Robert Hatch

    Robert Hatch

    PartnerCRD 3157076

  • Peter Melanson

    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

FINTRX

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