# Constellation Wealth Capital

> 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.

- CRD: 326917
- Filed as: CONSTELLATION WEALTH CAPITAL
- Legal name: Constellation Wealth Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326917
- AdvisorCensus page: https://advisorcensus.com/firm/constellation-wealth-capital-chicago-il-326917

## Quick answers

**How is Constellation Wealth Capital compensated?**
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.

**Where is Constellation Wealth Capital located?**
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).

**Is Constellation Wealth Capital registered with the SEC or a state?**
Constellation Wealth Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326917.

**How much does Constellation Wealth Capital manage?**
Constellation Wealth Capital reports $2,524,453,615 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Constellation Wealth Capital's assets and staff changed since 2023?**
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.

**What types of clients does Constellation Wealth Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Constellation Wealth Capital report any disciplinary disclosures?**
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

**Does Constellation Wealth Capital state an account minimum?**
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."

**What changed in Constellation Wealth Capital's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,524,453,615
- Discretionary: $2,524,453,615
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $2,524,453,615 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 20 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- constellationwealthcapital.com
- LinkedIn @constellationwealthccapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 6 | August 15, 2023 |
| October 2024 | $549,708,840 | 13 | March 29, 2024 |
| October 2025 | $1,266,581,213 | 20 | May 29, 2025 |
| October 2026 | $2,524,453,615 | 20 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Constellation Wealth Capital (CRD 326917): Form ADV filing data as of October 2026.