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CONSTELLATION WEALTH CAPITAL
CONSTELLATION WEALTH CAPITAL, LLC
CRD 326917 · SEC 801-128736
609 W. RANDOLPH ST., 6TH FLOOR, CHICAGO, IL, 60661, United States
Phone
312-626-6067
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.52B
Discretionary AUM
$2.52B
Team
20 total employees; 9 advisory reps
Clients
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Fees
Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $2.52B |
States served
IL, NY
All web addresses on file
Official SEC filing: View on IAPD