CONSTANTIA CAPITAL LLC
Firm details
- Headquarters
- LAWRENCEVILLE, New Jersey
- CRD number
- 167095
- Website
- www.constantiacapital.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.77%
- Individuals0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Constantia Capital LLC is a small, equity-tilted registered investment adviser that focuses on portfolio management for individual and small-business clients. The firm runs discretionary portfolios with a clear preference for publicly traded equities, while also positioning client allocations to access alternative managers when appropriate. Fee arrangements include both a percentage-of-AUM component and performance-based fees, which suggests the firm is willing to use outcome-oriented strategies and to align compensation with investment performance for certain client relationships. The firm identifies as an active ESG investor, indicating ESG factors are incorporated into security selection or manager due diligence where applicable. Client relationships appear direct and concentrated — the adviser manages a compact book of business and emphasizes tailored portfolio management rather than large-scale institutional advisory mandates.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds12%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1PHILLIP FINE
Chief Operating OfficerCRD 5182758
Contacts
1 of 1HARVEY FRAM
Founder and Portfolio ManagerCRD 2154776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAWRENCEVILLE, NJ
MERCER
Location
LAWRENCEVILLE, NJ
Headquartered in LAWRENCEVILLE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MERCER
- Address
- 17 Hendrickson Rd
- Time zone
- ET (UTC-5)
- Office locations
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