Constellation Investments, Inc.
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 107528
- Registered since
- April 2, 1996
- Website
- constellationinsurance.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Other
- Client types
- Insurance Companies45.65%
- Investment Companies39.07%
- Corporations / Businesses13.71%
- Pooled Investment Vehicles1.57%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Constellation Investments, Inc. is a corporation registered with the SEC since 1996 that operates primarily for institutional clients. The firm functions as a manager of securitized asset strategies and is registered as a CPO/CTA. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Fee arrangements include percentage-of-AUM and other fee types. Constellation is not designated as an active ESG investor, is not a multi-state adviser and does not identify as a pension consultant. The firm lists affiliations with a broker‑dealer, another investment adviser and an insurance company.
Assets & Accounts
Public Holdings
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
- Investment Grade Corp Bonds35%
- Other35%
- Cash & Cash Equivalents9%
- Private Funds8%
- US Government Bonds6%
Owners & executives
2 of 2Charles Jones
Chief Compliance OfficerCRD 8013146
Brijendra Grewal
Chief Corporate Development OfficerCRD 4796473
Contacts
3 of 4Megan Meyer
Second Vice PresidentCRD 7900175
Sachin Jain
Director, PresidentCRD 4689685
Jonathan Egol
Managing DirectorCRD 3130557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$3.2B in ETFs
100%
$3.2B
<1%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $944M | 1,260,209 | 29.23% |
Location
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 1 Financial Way
- Time zone
- ET (UTC-5)
- Office locations
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