United States · What does Constellation Wealth Capital invest in?
Constellation Wealth Capital says it invests in Wealth Management.
What they do
Constellation Wealth Capital specializes in making tailored investments in well-positioned wealth management firms who want to add to their success and independence.From their own website
- Type
- Private credit
- Cheque size
- Not stated
- Stages
- Growth
- Sectors
- Wealth Management
- Based in
- Chicago, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration4 named
KHKarl Henry HeckenbergPresident & Managing PartneriForm ADV
KMKathryn Mary St. OngeChief Operating Officer & Managing Director, Investor RelationsiForm ADV
LHLindsey Helaine SimonChief Compliance OfficeriForm ADV
PSPatrick Shamus MchughManaging Director, Head of InvestmentsiForm ADV
We also hold 20 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$2.5Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Constellation Wealth Capital, LLC
- SEC number
- CRD 326917
Funds on its Form ADV
2 private funds, $550M in gross assets · filed Oct 2024
- Constellation Wealth Capital Fund, L.P.Private equity43 investors$531M
- Constellation Wealth Capital Fund-A, L.P.Private equity8 investors$18M