Constantia Capital offers investment management services using quantitative investment strategies. They manage portfolios for institutions, employee benefit plans, and high net-worth individuals. Constantia offers several quantitative investment strategies, including Large-Cap and Small-Cap options. Clients can impose restrictions on investments, such as Environmental, Socially Responsible, and Governance mandates. Constantia also manages event-driven and dividend yield strategies.
Assets Under Management$16M
Clients43
Advisors2
Avg. per Client$360K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.60% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable subject to account size. The schedule shown is for the Large-Cap 130/30 strategy. Performance-based fees are also available for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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