CONSTELLATION ASSET MANAGEMENT, INC.

Overview

Constellation Asset Management, Inc. is a boutique investment advisor focused on discretionary portfolio management for individuals, families and small businesses, with capability to manage portfolios for business and institutional clients. The firm tilts toward public equities, managing customized separately managed accounts alongside pooled mutual fund positions. Fee arrangements include percentage-of-AUM and fixed fees, and the firm operates under an individual ownership structure with SEC registration in 2018. Investment posture is equity‑oriented: the firm favors exchange‑traded equities and ETF exposure as the primary building blocks of client portfolios, supplemented by mutual funds where appropriate. Constellation runs active, account‑level management rather than operating as a capital allocator to external private fund managers; its activity centers on direct public market exposure and SMA solutions tailored to individual client objectives.

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Public Holdings

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Location & Offices