{
  "crd_number": 326917,
  "slug": "constellation-wealth-capital-chicago-il-326917",
  "primary_business_name": "CONSTELLATION WEALTH CAPITAL",
  "legal_name": "CONSTELLATION WEALTH CAPITAL, LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-19",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2524453615.0,
  "raum_discretionary": 2524453615.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 2524453615.0,
      "count": 10
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "NY"
  ],
  "websites": [
    "https://constellationwealthcapital.com",
    "https://linkedin.com/company/constellationwealthccapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326917",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/constellation-wealth-capital-chicago-il-326917",
  "display_name": "Constellation Wealth Capital",
  "summary": "Constellation Wealth Capital is an SEC-registered investment advisory firm in Chicago, IL, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Constellation Wealth Capital (CRD 326917): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Constellation Wealth Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Constellation Wealth Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Constellation Wealth Capital located?",
      "a": "Constellation Wealth Capital's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Constellation Wealth Capital registered with the SEC or a state?",
      "a": "Constellation Wealth Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326917."
    },
    {
      "q": "How much does Constellation Wealth Capital manage?",
      "a": "Constellation Wealth Capital reports $2,524,453,615 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Constellation Wealth Capital's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Constellation Wealth Capital: Regulatory assets under management: $549,708,840 in the October 2024 data and $2,524,453,615 in the October 2026 data, up 359%. Total employees: 6 in October 2023 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Constellation Wealth Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)."
    },
    {
      "q": "Does Constellation Wealth Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326917"
    },
    {
      "q": "Does Constellation Wealth Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The Funds typically require capital commitments from each limited partner of at least $25 million, although a General Partner is authorized to accept lesser amounts of individual commitments in its sole discretion.\""
    },
    {
      "q": "What changed in Constellation Wealth Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 19 to 9. Regulatory assets under management went from $1,266,581,213 to $2,524,453,615 (+99%). Added an office in New York, NY. Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2023-08-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 549708840.0,
      "total_employees": 13,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1266581213.0,
      "total_employees": 20,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2524453615.0,
      "total_employees": 20,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 9.",
        "Regulatory assets under management went from $1,266,581,213 to $2,524,453,615 (+99%).",
        "Added an office in New York, NY.",
        "Registered or notice-filed in NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Funds typically require capital commitments from each limited partner of at least $25 million, although a General Partner is authorized to accept lesser amounts of individual commitments in its sole discretion."
        ]
      }
    ],
    "quotes": [
      "The Funds typically require capital commitments from each limited partner of at least $25 million, although a General Partner is authorized to accept lesser amounts of individual commitments in its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/constellation-wealth-capital-chicago-il-326917.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2524453615.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326917",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}