# Constellation Wealth Capital: portfolio, investments and team

> Constellation Wealth Capital is a private credit based in United States. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/constellation-wealth-capital (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Constellation Wealth Capital

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Unknown New fund $893M, Sept 2026 Private credit

Growth Wealth Management

Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch Constellation Wealth Capital

## 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](https://millionrounds.com/corrections?slug=constellation-wealth-capital).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **4 named**

KH **Karl Henry Heckenberg** President & Managing Partner i Form ADV

KM **Kathryn Mary St. Onge** Chief Operating Officer & Managing Director, Investor Relations i Form ADV

LH **Lindsey Helaine Simon** Chief Compliance Officer i Form ADV

PS **Patrick Shamus Mchugh** Managing Director, Head of Investments i Form 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

**$2.5B** assets it manages Oct 2026

**Registered** investment adviser full 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 equity* 43 investors $531M
- Constellation Wealth Capital Fund-A, L.P. *Private equity* 8 investors $18M

New fund on file

**$893M**

raised in Sept 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

**Pitching Constellation Wealth Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

Add to your CRM *→*

## Quick answers about Constellation Wealth Capital

### What does Constellation Wealth Capital invest in?

Constellation Wealth Capital says it invests in Wealth Management.

### Is Constellation Wealth Capital investing now?

No investments in the last 12 months.

### What kind of investor is Constellation Wealth Capital?

Constellation Wealth Capital is a private credit firm based in Chicago, United States.

### How much does Constellation Wealth Capital manage?

About $2.5B, as regulatory assets under management (Oct 2026).

### Has Constellation Wealth Capital raised a new fund?

Its latest fund filing with the SEC was in Sept 2026, reporting $893M raised.

### Where does this information on Constellation Wealth Capital come from?

From public registers and its own website, checked and rebuilt every night.

## Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=constellation-wealth-capital) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=constellation-wealth-capital)