CONSTELLATION WEALTH CAPITAL key facts
- CONSTELLATION WEALTH CAPITAL is a private equity firm based in CHICAGO, IL with 7 tracked portfolio companies.
- Notable positions include Bogart Wealth, BIP Wealth, Cresset (Chicago).
CONSTELLATION WEALTH CAPITAL portfolio at a glance
7 portfolio companies are on record for CONSTELLATION WEALTH CAPITAL, including Bogart Wealth, BIP Wealth and Cresset (Chicago).
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CONSTELLATION WEALTH CAPITAL at the SEC
Form ADV · 2026-03 · CRD 326917- Regulatory AUM
- —
- Private fund assets
- $2.5B
- Private funds
- 10 · 10 private equity
- Staff
- 20
- Registered office
- CHICAGO, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CONSTELLATION WEALTH CAPITAL, LLC).
Free account
See more of the book
- ·The top 10 names in the book — of 7 recorded positions
- ·Watchlist + alerts for CONSTELLATION WEALTH CAPITAL's activity
Portfolio
7 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Bogart Wealth | — | ▮ | ▮ | ▮ |
| BIP Wealth | — | ▮ | ▮ | ▮ |
| Cresset (Chicago) | — | ▮ | ▮ | ▮ |
+ 4 more companies · all 7, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Frequently asked about CONSTELLATION WEALTH CAPITAL
- What companies does CONSTELLATION WEALTH CAPITAL invest in?
- CONSTELLATION WEALTH CAPITAL has 7 recorded portfolio companies, including Bogart Wealth, BIP Wealth, Cresset (Chicago).