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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

CONSTELLATION INVESTMENTS, INC.

CRD 107528

MONTGOMERY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccbf242d-1d65-d799-707d-32b0176cbfae

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 15
On other graphs: 0
Observed: Mar 29, 2012 to Mar 31, 2026
55 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.41 institutional_share=0.46 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $31BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $31B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 45
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 15
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $479M
SEC number: 801-51396
CIK: 1573575
CRD: 107528
Filings on the tape: 55
First filed: Mar 29, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, OH
Website: constellationinsurance.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROCKMAN, ROBERT, TODD	Treasurer	Na	yes	08/2004	Mar 26, 2018	Nov 20, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC VOTING TRUST (CANADA)	Shareholder	C	yes	03/2022	Nov 18, 2022	Nov 20, 2024
CHARETTE, PHILIPPE, FRANCOIS	Trustee	C	yes	03/2022	Nov 28, 2022	Nov 20, 2024
CONSTELLATION INSURANCE GP LLC	Shareholder	E	yes	03/2022	Nov 18, 2022	Nov 20, 2024
CONSTELLATION INSURANCE HOLDINGS, INC.	Shareholder	E	yes	03/2022	Nov 17, 2022	Nov 20, 2024
CONSTELLATION INSURANCE, INC.	Shareholder	E	yes	03/2022	Nov 17, 2022	Nov 20, 2024
EGOL, JONATHAN, MORTON	DIRECTOR,	Na	yes	05/2024	Jul 1, 2024	Nov 20, 2024
HARGIS, MARC, ANDREW	CHIEF OPERATING OFFICER	Na	yes	04/2024	Apr 8, 2024	Nov 20, 2024
HASNAIN, SYED, SALMAN	Trustee	F	yes	10/2023	Feb 16, 2024	Nov 20, 2024
JAIN, SACHIN	DIRECTOR, PRESIDENT	Na	yes	02/2024	Mar 18, 2024	Nov 20, 2024
Longchamps, Martin	Trustee	F	yes	10/2023	Feb 16, 2024	Nov 20, 2024
Meyer, Megan, K	GENERAL COUNSEL	Na	yes	03/2024	Apr 8, 2024	Nov 20, 2024
nielsen, gregory, Svend	Trustee	C	yes	03/2022	Nov 28, 2022	Nov 20, 2024
ONLH HOLDINGS GP LLC	Shareholder	D	yes	03/2022	Feb 16, 2024	Nov 20, 2024
ONLH HOLDINGS LP	Shareholder	E	yes	03/2022	Nov 18, 2022	Nov 20, 2024
ONTARIO TEACHER PENSION PLAN VOTING TRUST (CANADA)	Shareholder	C	yes	03/2022	Nov 18, 2022	Nov 20, 2024
RODMAKER, GARY, RUSSELL	Director	Na	yes	08/2015	Mar 30, 2016	Nov 20, 2024
BRUGER, MARC, ARI	Director	Na	no	09/2024	Oct 8, 2024	Nov 20, 2024
Jones, Charles, Hunter	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Nov 20, 2024	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ON INVESTMENT MANAGEMENT CO	n/a	Bd affiliated wealth	$3.2B	N	yes	n/a
AUGUSTAR DISTRIBUTORS, INC.	n/a	n/a	n/a	N	yes	n/a
AUGUSTAR LIFE ASSURANCE CORPORATION	n/a	n/a	n/a	N	yes	Oh
AUGUSTAR LIFE INSURANCE COMPANY	n/a	n/a	n/a	Y	no	Oh
CAMARGO RE CAPTIVE, INC	n/a	n/a	n/a	N	yes	n/a
KENWOOD RE, INC.	n/a	n/a	n/a	N	yes	n/a
MONTGOMERY RE, INC.	n/a	n/a	n/a	N	yes	n/a
NATIONAL SECURITY LIFE AND ANNUITY COMPANY	n/a	n/a	n/a	N	yes	n/a
O.N. INTERNATIONAL DO BRASIL	n/a	n/a	n/a	N	yes	n/a
OHIO NATIONAL INSURANCE AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a
OHIO NATIONAL SEGUROS DE VIDA S.A.	n/a	n/a	n/a	N	yes	n/a
OHIO NATIONAL SEGUROS DE VIDA S.A.	n/a	n/a	n/a	N	yes	n/a
SUNRISE CAPTIVE RE, LLC	n/a	n/a	n/a	N	yes	n/a
SYCAMORE RE, LTD.	n/a	n/a	n/a	N	yes	n/a
THE O.N. EQUITY SALES COMPANY	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$31B	$31B	45	8	0	4	n/a
2024	Apr 2, 2025	$26B	$26B	22	6	0	n/a	n/a
2023	Feb 16, 2024	$12B	$12B	21	5	0	n/a	n/a
2022	Mar 9, 2023	$11B	$11B	21	4	0	n/a	n/a
2021	Feb 25, 2022	$12B	$12B	19	4	0	n/a	n/a
2020	Feb 18, 2021	$9.7B	$9.7B	19	5	0	n/a	n/a
2019	Mar 16, 2020	$9.4B	$9.4B	20	6	0	n/a	n/a
2018	Feb 6, 2019	$9.1B	$9.1B	19	6	0	n/a	n/a
2017	Mar 26, 2018	$11B	$11B	22	6	0	n/a	n/a
2016	Feb 1, 2017	$8.7B	$8.7B	18	5	n/a	n/a	n/a
2015	Mar 30, 2016	$8.7B	$8.7B	19	8	n/a	n/a	n/a
2014	Mar 30, 2015	$8.9B	$8.9B	18	8	n/a	n/a	n/a
2013	Mar 26, 2014	$8.6B	$8.6B	13	6	n/a	n/a	n/a
2012	Mar 25, 2013	$7.4B	$7.4B	12	5	n/a	n/a	n/a
2011	Mar 29, 2012	$6.6B	$6.6B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$31B	$26B	19.6%	$11B	42.4%	45	22	0	0

Relationships

Affiliated with (3)

← ON INVESTMENT MANAGEMENT CORegistered adviserother investment adviser, common control
factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserother investment adviser, common control
factForm ADV
← FIDUCIARY CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, bank, common control
factForm ADV

Owns (2)

← BRUGER, MARC, ARIOwnerDIRECTOR, ownership code NA, individual
Oct 8, 2024 to Nov 20, 2024factForm ADV
← Jones, Charles, HunterOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 20, 2024 to Nov 20, 2024factForm ADV

Controls (16)

← EGOL, JONATHAN, MORTONOwnerDIRECTOR,, ownership code NA, individual
Jul 1, 2024 to Nov 20, 2024factForm ADV
← RODMAKER, GARY, RUSSELLOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2016 to Nov 20, 2024factForm ADV
← JAIN, SACHINOwnerDIRECTOR, PRESIDENT, ownership code NA, individual
Mar 18, 2024 to Nov 20, 2024factForm ADV
← HASNAIN, SYED, SALMANOwnerTRUSTEE, ownership code F, individual
Feb 16, 2024 to Nov 20, 2024factForm ADV
← HARGIS, MARC, ANDREWOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 8, 2024 to Nov 20, 2024factForm ADV
← BROCKMAN, ROBERT, TODDOwnerTREASURER, ownership code NA, individual
Mar 26, 2018 to Nov 20, 2024factForm ADV
← nielsen, gregory, SvendOwnerTRUSTEE, ownership code C, individual
Nov 28, 2022 to Nov 20, 2024factForm ADV
← CHARETTE, PHILIPPE, FRANCOISOwnerTRUSTEE, ownership code C, individual
Nov 28, 2022 to Nov 20, 2024factForm ADV
← Longchamps, MartinOwnerTRUSTEE, ownership code F, individual
Feb 16, 2024 to Nov 20, 2024factForm ADV
← Meyer, Megan, KOwnerGENERAL COUNSEL, ownership code NA, individual
Apr 8, 2024 to Nov 20, 2024factForm ADV
← CAISSE DE DEPOT ET PLACEMENT DU QUEBEC VOTING TRUST (CANADA)OwnerSHAREHOLDER, ownership code C, foreign entity
Nov 18, 2022 to Nov 20, 2024factForm ADV
← CONSTELLATION INSURANCE GP LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Nov 18, 2022 to Nov 20, 2024factForm ADV
← CONSTELLATION INSURANCE HOLDINGS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 17, 2022 to Nov 20, 2024factForm ADV
← ONLH HOLDINGS GP LLCOwnerSHAREHOLDER, ownership code D, domestic entity
Feb 16, 2024 to Nov 20, 2024factForm ADV
← ONLH HOLDINGS LPOwnerSHAREHOLDER, ownership code E, domestic entity
Nov 18, 2022 to Nov 20, 2024factForm ADV
← ONTARIO TEACHER PENSION PLAN VOTING TRUST (CANADA)OwnerSHAREHOLDER, ownership code C, foreign entity
Nov 18, 2022 to Nov 20, 2024factForm ADV

Dated events

Occurred
Apr 2, 2025
Regulatory AUM changed
Constellation Investments, Inc. reported RAUM $26.3B, up 124% from $11.7B (2024-11-20 to 2025-04-02)
Form ADVobserved 4 days ago
$14.6B
Occurred
Nov 20, 2024
Control person left
Fernando Carlos Paiva (Chief Compliance Officer) no longer on Schedule A of Constellation Investments, Inc. (listed 2024-10-18, absent 2024-11-20)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2024
Control person joined
Fernando Carlos Paiva (Chief Compliance Officer) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Sep 26, 2024
Control person left
Keith John Dwyer (Director & Chief Compliance Officer) no longer on Schedule A of Constellation Investments, Inc. (listed 2024-07-01, absent 2024-09-26)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Control person joined
Morton Jonathan Egol (Director,) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 8, 2024
Control person joined
K Megan Meyer (General Counsel) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 8, 2024
Control person joined
Marc Hargis (Chief Operating Officer) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 18, 2024
Control person joined
Sachin Jain (President) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person joined
Martin Longchamps (Trustee) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person joined
Salman Syed Hasnain (Trustee) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person left
Hart Jeffrey Markusson (Trustee) no longer on Schedule A of Constellation Investments, Inc. (listed 2023-12-04, absent 2024-02-16)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Control person left
James Paul Gerard (Director & Senior Vice President) no longer on Schedule A of Constellation Investments, Inc. (listed 2022-11-28, absent 2023-03-09)
Form ADVobserved 4 days ago
Occurred
Nov 28, 2022
Control person joined
Francois Philippe Charette (Trustee) appeared on Schedule A of Constellation Investments, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 25, 2022
Control person left
Charles Philip Byrde (Director & Vice President) no longer on Schedule A of Constellation Investments, Inc. (listed 2021-11-30, absent 2022-02-25)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2018
Regulatory AUM changed
Constellation Investments, Inc. reported RAUM $11.4B, up 37% from $8.3B (2017-06-07 to 2018-03-26)
Form ADVobserved 4 days ago
$3.1B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccbf242d-1d65-d799-707d-32b0176cbfae
First observed: Mar 29, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

CONSTELLATION INVESTMENTS, INC.

CRD 107528

MONTGOMERY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccbf242d-1d65-d799-707d-32b0176cbfae

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROCKMAN, ROBERT, TODD

Treasurer

yes

08/2004

Mar 26, 2018

Nov 20, 2024

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC VOTING TRUST (CANADA)

Shareholder

yes

03/2022

Nov 18, 2022

Nov 20, 2024

CHARETTE, PHILIPPE, FRANCOIS

Trustee

yes

03/2022

Nov 28, 2022

Nov 20, 2024

CONSTELLATION INSURANCE GP LLC

Shareholder

yes

03/2022

Nov 18, 2022

Nov 20, 2024

CONSTELLATION INSURANCE HOLDINGS, INC.

Shareholder

yes

03/2022

Nov 17, 2022

Nov 20, 2024

CONSTELLATION INSURANCE, INC.

Shareholder

yes

03/2022

Nov 17, 2022

Nov 20, 2024

EGOL, JONATHAN, MORTON

DIRECTOR,

yes

05/2024

Jul 1, 2024

Nov 20, 2024

HARGIS, MARC, ANDREW

CHIEF OPERATING OFFICER

yes

04/2024

Apr 8, 2024

Nov 20, 2024

HASNAIN, SYED, SALMAN

Trustee

yes

10/2023

Feb 16, 2024

Nov 20, 2024

JAIN, SACHIN

DIRECTOR, PRESIDENT

yes

02/2024

Mar 18, 2024

Nov 20, 2024

Longchamps, Martin

Trustee

yes

10/2023

Feb 16, 2024

Nov 20, 2024

Meyer, Megan, K

GENERAL COUNSEL

yes

03/2024

Apr 8, 2024

Nov 20, 2024

nielsen, gregory, Svend

Trustee

yes

03/2022

Nov 28, 2022

Nov 20, 2024

ONLH HOLDINGS GP LLC

Shareholder

yes

03/2022

Feb 16, 2024

Nov 20, 2024

ONLH HOLDINGS LP

Shareholder

yes

03/2022

Nov 18, 2022

Nov 20, 2024

ONTARIO TEACHER PENSION PLAN VOTING TRUST (CANADA)

Shareholder

yes

03/2022

Nov 18, 2022

Nov 20, 2024

RODMAKER, GARY, RUSSELL

Director

yes

08/2015

Mar 30, 2016

Nov 20, 2024

BRUGER, MARC, ARI

Director

09/2024

Oct 8, 2024

Nov 20, 2024

Jones, Charles, Hunter

CHIEF COMPLIANCE OFFICER

11/2024

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ON INVESTMENT MANAGEMENT CO

n/a

Bd affiliated wealth

$3.2B

yes

n/a

AUGUSTAR DISTRIBUTORS, INC.

n/a

yes

n/a

AUGUSTAR LIFE ASSURANCE CORPORATION

n/a

yes

AUGUSTAR LIFE INSURANCE COMPANY

n/a

CAMARGO RE CAPTIVE, INC

n/a

yes

n/a

KENWOOD RE, INC.

n/a

yes

n/a

MONTGOMERY RE, INC.

n/a

yes

n/a

NATIONAL SECURITY LIFE AND ANNUITY COMPANY

n/a

yes

n/a

O.N. INTERNATIONAL DO BRASIL

n/a

yes

n/a

OHIO NATIONAL INSURANCE AGENCY, INC.

n/a

yes

n/a

OHIO NATIONAL SEGUROS DE VIDA S.A.

n/a

yes

n/a

OHIO NATIONAL SEGUROS DE VIDA S.A.

n/a

yes

n/a

SUNRISE CAPTIVE RE, LLC

n/a

yes

n/a

SYCAMORE RE, LTD.

n/a

yes

n/a

THE O.N. EQUITY SALES COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$31B

n/a

2024

Apr 2, 2025

$26B

n/a

2023

Feb 16, 2024

$12B

n/a

2022

Mar 9, 2023

$11B

n/a

2021

Feb 25, 2022

$12B

n/a

2020

Feb 18, 2021

$9.7B

n/a

2019

Mar 16, 2020

$9.4B

n/a

2018

Feb 6, 2019

$9.1B

n/a

2017

Mar 26, 2018

$11B

n/a

2016

Feb 1, 2017

$8.7B

n/a

2015

Mar 30, 2016

$8.7B

n/a

2014

Mar 30, 2015

$8.9B

n/a

2013

Mar 26, 2014

$8.6B

n/a

2012

Mar 25, 2013

$7.4B

n/a

2011

Mar 29, 2012

$6.6B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$31B

$26B

19.6%

$11B

42.4%