Constellation Capital Management LLC

RIASEC RegisteredEst. 2012
Total AUM
$311M
Discretionary
$311M
100% of AUM
Avg account
$104M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
161275
Registered since
March 30, 2012
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 a boutique, institutionally oriented adviser that focuses on managing pooled investment vehicles and providing portfolio management for businesses and institutions. The firm is structured as a limited liability company and has been SEC-registered since 2012. Its regulatory profile and business activities indicate an emphasis on commodity pool/CTA-style management alongside traditional portfolio oversight: Constellation acts as a sponsor, general partner, or managing member of pooled vehicles and provides CPO/CTA services. Client relationships are concentrated and institutional in nature. The firm’s fee mix includes percentage-of-AUM charges, fixed fees and performance-based fees, which aligns with a manager that runs both carry/incentive structures and flat-fee arrangements across different strategies or vehicles. Constellation does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 51%, Non-Investment Grade Corp Bonds 49%51%
  • Sovereign Bonds51%
  • Non-Investment Grade Corp Bonds49%

Contacts

2 of 2
  • Shahriar Shahida

    PrincipalCRD 2226522

  • Varun Gosain

    PrincipalCRD 2180524

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth