Constellation Asset Management

RIASEC RegisteredEst. 2011
Total AUM
$526M
Discretionary
$526M
100% of AUM
Avg account
$13.2M
Accounts
40
Employees
24
Advisory reps
7

Firm details

Headquarters
Sao Paulo,
CRD number
157140
Registered since
July 13, 2011
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Constellation Asset Management positions itself as an institutional-focused manager that runs hedge fund strategies and manages pooled investment vehicles. The firm favors a concentrated, active approach to public equity exposure while running a separate private-fund platform. It reports being an active ESG investor, which appears to be integrated into manager selection and security choice across both public and private sleeves. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with a manager that runs an institutional hedge fund alongside discretionary portfolios. Investment activity centers on managing a single hedge fund alongside institutional discretionary accounts. Constellation acts in sponsor and general-partner roles for pooled vehicles it advises, and it also allocates to third-party alternatives managers where appropriate. Public-equity positions are purposeful rather than highly diversified, and the firm complements those exposures with allocations to private equity, real estate, commodities and other alternative strategies for return enhancement and diversification.

Assets & Accounts

Public Holdings

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

1 of 1
  • Florian Bartunek

    Florian Bartunek

    Founding Partner and Chief Investment OfficerCRD 5917861

Contacts

3 of 6
  • Alex Rodrigues

    Operations, Risk & ComplianceCRD 5917858

  • Andre Lima

    PartnerCRD 7239043

  • Rodrigo Magdaleno

    PartnerCRD 7239002

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sao Paulo, null

Lincoln

Location

Sao Paulo, null

Headquartered in Sao Paulo, null.

County
Lincoln
Address
Ave Brigadeiro Faria Lima 3311 4 And
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth