CONSTELLATION WEALTH CAPITAL

RIASEC RegisteredEst. 2023
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$252M
Accounts
10
Employees
20
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
326917
Registered since
September 19, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Constellation Wealth Capital operates as a private-equity focused advisor and sponsor that manages pooled investment vehicles for institutional clients. The firm is organized as an LLC and registered with the SEC in 2023. Its business model centers on acting as sponsor, general partner and managing member of funds rather than as a pure third-party allocator: it runs and advises private funds while also engaging in portfolio management for those pooled vehicles. The firm’s client base is institutional, and it manages discretionary mandates across its funds. Fee arrangements combine a percentage-of-assets component with performance-based fees and other negotiated terms, reflecting typical private fund economics. Constellation identifies as an active ESG investor and incorporates ESG considerations into its investment processes and manager selection for its pooled vehicles.

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

Owners & executives

3 of 3
  • Kathryn St. Onge

    Managing Director, Chief Operating OfficerCRD 5373283

  • PAUL SEALY

    Chief Compliance Officer And Chief Financial OfficerCRD 6095932

  • LINDSEY SIMON

    Chief Compliance OfficerCRD 5477971

Contacts

2 of 2
  • PATRICK MCHUGH

    Partner, Head of InvestmentCRD 7857061

  • KARL HECKENBERG

    President & Managing PartnerCRD 3234336

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
609 W Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth