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Q••••••• P•••••• C•••••• S•••••••• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)fund of funds

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advised by CONSTELLATION WEALTH ADVISORS

Delaware, United States

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Search this name across graphsid dfx:ria:b1528803-26d3-455a-534e-c707067a4337

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Jan 3, 2017 to Jul 30, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

8•••••••••

Private equity fund · shared adv fund id

Private Creditidentity

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Credit fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: CONSTELLATION WEALTH ADVISORSCRD 147253
Fund type: Private Equity Fund
Latest reported GAV: $16.4Mgross asset value on Schedule D 7.B(1), as of 2026-07-30; never fund size
Peak reported GAV: $48.1M
Beneficial owners: 36
Minimum investment: $250,000
Owned by the adviser: 1000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
WINTRUST FUNDS GROUP	NORTHBROOK BANK & TRUST	Northbrook	Illinois	United States	no	n/a

Relationships

Advises (1)

← CONSTELLATION WEALTH ADVISORSRegistered adviserPrivate Equity Fund, IA
Jan 3, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1528803-26d3-455a-534e-c707067a4337
First observed: Jan 3, 2017
Last observed: Jul 30, 2026 54 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.