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Constellation Wealth Capital, LLC

● SEC registered since 2023CRD 326917SEC# 801-128736Chicago, IL
Export (members)
Ranks #1,929 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.52B
Fund GAV
$2.52B
Private funds
10
Employees
20
Accounts
10
Location
Chicago, IL

Constellation Wealth Capital, LLC assets under management

Constellation Wealth Capital, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2023. It reports $2.5 billion in regulatory assets under management and employs 20 people. Constellation Wealth Capital, LLC manages 10 private funds with combined gross assets of $2.5 billion, including Constellation Wealth Capital Fund, L.P. By regulatory assets, it ranks 1,929 of 6,004 private fund managers.

Constellation Wealth Capital, LLC private funds

10 funds · $2.52B GAV
FundTypeGross assetsMin.
Constellation Wealth Capital Fund, L.P.Private Equity$1.12B$1M
Constellation Wealth Capital Fund II LPPrivate Equity$526.1M$1M
Constellation Wealth Capital Fund Ii-A LPPrivate Equity$235.3M$1M
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Constellation Wealth Capital, LLC owners & executives

12 reported
NameTitleOwnershipSince
Constellation Wealth Capital Manager Holdings, LP ControlSole And Managing MemberOver 75%2023
Karl Henry Heckenberg ControlPresident & Managing PartnerUnder 5%2023
Kathryn Mary St. Onge ControlChief Operating Officer & Managing Director, Investor RelationsUnder 5%2024
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Frequently asked questions

How much does Constellation Wealth Capital, LLC manage?

Constellation Wealth Capital, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Constellation Wealth Capital, LLC manage?

Constellation Wealth Capital, LLC manages 10 private funds with combined gross assets of $2.5 billion.

How many employees does Constellation Wealth Capital, LLC have?

Constellation Wealth Capital, LLC reports 20 employees.

Where is Constellation Wealth Capital, LLC located?

Constellation Wealth Capital, LLC is based in Chicago, IL and has been SEC-registered since 2023.

Does Constellation Wealth Capital, LLC disclose fund performance?

Constellation Wealth Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address609 W. Randolph St., 6th Floor, Chicago, IL 60661
Phone312-626-6067
Office hours8:00 a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.52B▲ 99%
Mar '25 — $1.27BApr '25 — $1.27BMay '25 — $1.27BJun '25 — $1.27BJul '25 — $1.27BAug '25 — $1.27BSep '25 — $1.27BOct '25 — $1.27BNov '25 — $1.27BDec '25 — $1.27BJan '26 — $1.27BFeb '26 — $1.27BMar '26 — $2.52BApr '26 — $2.52BMay '26 — $2.52BJun '26 — $2.52B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$2.52Bregulatory AUM
Discretionary $2.52B

Service providers