Constellation Capital Management LLC

RIASEC RegisteredEst. 2012

Total AUM

$311M

Discretionary

$311M

100% of AUM

Avg account

$104M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 161275
Registered since: March 30, 2012
Website: www.constellationcapital.com
Custodians: U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Constellation Capital Management LLC is an institutional registered investment adviser organized as an LLC and in business since 2012. The firm targets institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It also performs commodity pool operator/commodity trading adviser (CPO/CTA) functions and is affiliated with roles such as sponsor, general partner, or managing member of pooled vehicles. The firm charges a mix of fee types — percentage of assets under management, fixed fees, and performance-based fees — which is consistent with its work managing pooled vehicles and alternative strategies. Constellation is not identified as an active ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.