Constellation Capital Management offers portfolio management to separately managed accounts and privately offered pooled investment vehicles. They specialize in credit opportunities, providing investment advice based on each client's objectives and risk tolerance. The firm manages accounts jointly or individually by the principals or employees. Advisory services include discretionary purchases and sales of securities, recommendations, and market reports. The firm's objectives are not aimed at principal protection, and risk may be managed at the portfolio level or not managed at all.
Fee Structure
Constellation Capital Management charges a management fee based on a percentage of the value of the assets they manage, up to 1.5% per year. The firm may also collect incentive fees based on the performance of investments. Management fees are individually negotiated and billed monthly or quarterly in arrears. The firm has the ability to negotiate such fees, considering factors like market rates, specialized guidelines, and the amount of assets under management.