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| Constellation Investments Inc
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|---|---|
| CRD # | 107528 |
| SEC # | 801-51396 |
| CIK # | 0001573575, 0001905863 |
| AUM | 31.48 B (2026-03-31) |
| Employees | 45 (18% Investors, 13% Brokers) |
| Phone | 513-794-6100 |
| Address | One Financial Way Montgomery, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | Andromeda Funding LLC | 2026-03-31 | 121.4 M | |
| SA | Antlia Funding LLC | 2026-03-31 | 117.2 M | |
| SA | Cassiopeia Funding LLC | 2026-03-31 | 117.5 M | |
| SA | Orion Funding LLC | 2026-03-31 | 117.2 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 12.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 14.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 31.5 |
| By Discretionary | ||
| Discretionary | 15 | 31.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 31.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 31.5 | |
| Total | 15 | 31.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001573575] | |
| D | [0001905863] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $7.4B |
| Serves | Institutional |
| LEI | 549300L8TNFLUT2NRY |
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|---|---|---|
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40/86 Advisors Inc
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Innovator Capital Management LLC
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