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 that manages institutional capital with a blend of pooled vehicles and separately managed accounts. The firm operates as a commodity pool operator/commodity trading advisor and provides portfolio management for investment companies, pooled investment vehicles and institutional clients. Its registered activities and client base indicate a focus on running securitized funds and structured pooled products alongside more traditional institutional mandate work. Investment activity shows a two‑track approach: a sizable fixed‑income core built from investment‑grade corporate bonds combined with liquid ETF exposures used to get broad equity market exposure. The firm also sources and places capital with third‑party alternative managers across private equity, real estate, private credit and collateralized debt, and it uses corporate debt within its structured fund strategies. Fee arrangements include percentage‑of‑AUM pricing alongside other fee constructs appropriate for pooled and institutional arrangements.
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
$3.1B in ETFs
100%
$3.1B
<1%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $887M | 1,358,390 | 29.05% |
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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