Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / Constellation Wealth Capital

Constellation Wealth Capital

Buyout firmLower middle marketChicago, ILconstellationwealthcapital.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.55bn Private Equity Fund GAV on the Form ADV filed 2024-10-17
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 15, 2023 to Oct 17, 2024
RAUM
$550Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$550Mreported gross assets (Form ADV), not fund size
All private fund GAV
$550Mevery private fund type, latest filing
2024 PE fund GAV
$550Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-10-17, latest gav Private Equity Fund $550M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
Employees
13
Headquarters
Chicago, IL
Office address
609 W. RANDOLPH ST., 6TH FLOOR, Chicago, IL, 60661
Business phone
312-626-6067
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
financial services
Geography
North America
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
CWC functions as a knowledgeable and collaborative extension of the platforms in which we invest.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
Constellation Wealth Capital Fund, L.P.
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$531M
as of Oct 17, 2024
no Form DUnknown
Constellation Wealth Capital Fund-A, L.P.
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$18.3M
as of Oct 17, 2024
no Form DUnknown
Team
23 current, 3 former
Partner (8)
Vice president (1)
Business development (1)
Investor relations (1)
Platform (3)
3 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Jan 17, 2024Platform acquisitionConstellation Wealth CapitalTarget (confirmed)lidoadvisors.com
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
3 most recent
  1. Mar 31, 2026
    Constellation Wealth Capital: Private Equity Funds on Form ADV 2 (2024 extract) -> 10 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jan 17, 2024
    News & Press Lido Advisors Partners with Constellation Wealth Capital to Further Accelerate M&A and Organic Growth
    Transaction announcedFactNews & Press Lido AdvisorsPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  3. Aug 15, 2023
    Constellation Wealth Capital first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

Constellation Wealth Capital is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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