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CONSTELLATION WEALTH CAPITAL, LLC, CRD 326917
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CONSTELLATION WEALTH CAPITAL FUND, L.P. | Private Equity Fund | $531M | Oct 17, 2024 | 43 | Jan 17, 2024 | reported | 021-489550 |
| CONSTELLATION WEALTH CAPITAL FUND-A, L.P. | Private Equity Fund | $18.3M | Oct 17, 2024 | 8 | Jan 17, 2024 | reported | 021-489551 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | SOLE AND MANAGING MEMBER | E | yes | 06/2023 | Aug 15, 2023 | Oct 17, 2024 |
| CWC MANAGER LLC | GENERAL PARTNER | F | yes | 06/2023 | Aug 15, 2023 | Oct 17, 2024 |
| CWC TRUST INVESTORS LLC | LIMITED PARTNER | C | yes | 01/2024 | Mar 29, 2024 | Oct 17, 2024 |
| HECKENBERG, KARL, HENRY | PRESIDENT & MANAGING PARTNER | Na | yes | 06/2023 | Aug 15, 2023 | Oct 17, 2024 |
| HECKENBERG, KARL, HENRY | SOLE AND MANAGING MEMBER | E | yes | 06/2023 | Aug 15, 2023 | Oct 17, 2024 |
| HECKENBERG, KARL, HENRY | LIMITED PARTNER | D | yes | 06/2023 | Aug 15, 2023 | Oct 17, 2024 |
| LIPSCHULTZ, MARC, STEVEN | Member | D | yes | 01/2024 | Aug 15, 2023 | Oct 17, 2024 |
| MCHUGH, PATRICK, SHAMUS | MANAGING DIRECTOR, HEAD OF INVESTMENTS | Na | yes | 09/2023 | Jan 17, 2024 | Oct 17, 2024 |
| OSTROVER, DOUGLAS, IRVING | Member | D | yes | 01/2024 | Aug 15, 2023 | Oct 17, 2024 |
| SIMON, LINDSEY, HELAINE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2024 | Mar 29, 2024 | Oct 17, 2024 |
| ST. ONGE, KATHRYN, MARY | CHIEF OPERATING OFFICER & MANAGING DIRECTOR, INVESTOR RELATIONS | Na | yes | 07/2024 | Oct 17, 2024 | Oct 17, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CONSTELLATION WEALTH CAPITAL FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.5B | $2.5B | 20 | 9 | 1 | 10 | n/a |
| 2024 | Mar 30, 2025 | $1.3B | $1.3B | 20 | 19 | 0 | 6 | n/a |
| 2023 | Mar 29, 2024 | $550M | $550M | 13 | 13 | 0 | 2 | $550M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.5B | $1.3B | 99.3% | n/a | n/a | 20 | 20 | 1 | 0 |