Lindsey Helaine Simon
Chief Compliance OfficerConstellation Wealth Capital, LLCCRD 5477971
About Lindsey Helaine Simon
Lindsey Helaine Simon is listed as Chief Compliance Officer at Constellation Wealth Capital, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Constellation Wealth Capital, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lindsey Helaine Simon work?
Lindsey Helaine Simon is listed as Chief Compliance Officer at Constellation Wealth Capital, LLC on SEC Form ADV.
How much of Constellation Wealth Capital, LLC does Lindsey Helaine Simon own?
Form ADV reports a beneficial ownership band of Under 5%.
Constellation Wealth Capital, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |