Constellation Capital Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds51%
- Non-Investment Grade Corp Bonds49%
Contacts
2 of 2Shahriar Shahida
PrincipalCRD 2226522
Varun Gosain
PrincipalCRD 2180524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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