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AdvisorCensus / Financial advisors / Massachusetts / Boston / Constitution Capital Equity Partners LP

Constitution Capital Equity Partners LP

Andover, MASEC-registered investment adviserCRD 147248

Filed as CONSTITUTION CAPITAL EQUITY PARTNERS LP

Constitution Capital Equity Partners LP is an SEC-registered investment advisory firm in Andover, MA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.

18 years
registered since 2008
$5,271,080,129
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Constitution Capital Equity Partners LP compensated?

On its Form ADV (Item 5.E, October 2026), Constitution Capital Equity Partners LP reports these compensation arrangements: a percentage of assets under its management; other.

Where is Constitution Capital Equity Partners LP located?

Constitution Capital Equity Partners LP's principal office is in Andover, MA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Constitution Capital Equity Partners LP registered with the SEC or a state?

Constitution Capital Equity Partners LP is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147248.

How much does Constitution Capital Equity Partners LP manage?

Constitution Capital Equity Partners LP reports $5,271,080,129 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

How have Constitution Capital Equity Partners LP's assets and staff changed since 2021?

In the Form ADV data for Constitution Capital Equity Partners LP: Regulatory assets under management: $3,097,375,066 in the October 2021 data and $5,271,080,129 in the October 2026 data, up 70%. Total employees: 37 in October 2021 and 67 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Constitution Capital Equity Partners LP serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33).

Does Constitution Capital Equity Partners LP 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/147248

What changed in Constitution Capital Equity Partners LP's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 26 to 24. Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$5,271,080,129

$5,271,080,129 as of October 2026, filing dated May 21, 2026.

Discretionary: $5,271,080,129.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets Not reported
High net worth individuals
Clients 0 Assets Not reported
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 33 Assets $4,845,547,162 (92%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $425,532,967 (8%)
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported
Other
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2008 (18 years)
Employees
Total: 67. Performing investment advisory functions: 24.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the June 2026 filing
New York, NY
States registered or notice-filed
1 state or jurisdiction
MA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$3.1B 2021 $3.91B 2022 $4.53B 2023 $4.7B 2024 $5.07B 2025 $5.27B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$5,271,080,12967May 21, 2026
October 2025$5,069,103,18472May 30, 2025
October 2024$4,698,278,35463May 15, 2024
October 2023$4,530,238,39952May 16, 2023
October 2022$3,914,288,56544March 29, 2022
October 2021$3,097,375,06637May 5, 2021

Regulatory assets under management: $3,097,375,066 in the October 2021 data and $5,271,080,129 in the October 2026 data, up 70%.

Total employees: 37 in October 2021 and 67 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 26 to 24.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
concp.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Constitution Capital Equity Partners LP (CRD 147248): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/constitution-capital-equity-partners-lp-andover-ma-147248