Constellation Wealth Capital manages private equity funds that invest in wealth management companies. Constellation identifies investment opportunities, negotiates terms, manages investments, and seeks profitable exits. Constellation's advice is tailored to each fund's objectives, not the individual needs of investors in the funds. Limited partners in the funds cannot typically restrict investments.
Assets Under Management$1.3B
Clients6
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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