|
⚲
|
| Constellation Investments Inc
✚
|
|
|---|---|
| CRD # | 107528 |
| SEC # | 801-51396 |
| CIK # | 0001905863, 0001573575 |
| AUM | $26.3 B (2025-04-02) |
| Employees | 22 (27% Investors, 18% Brokers) |
| Phone | 513-794-6100 |
| Address | One Financial Way Montgomery, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| 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 | 11.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 1 | 15.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 26.3 |
| By Discretionary | ||
| Discretionary | 33 | 26.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 26.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.3 | |
| Total | 33 | 26.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001573575] | |
| D | [0001905863] |
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|---|---|---|
|
Alps Advisors Inc
✚
|
CO | 28.6 |
|
Sompo Asset Management Co Ltd
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|
27.9 | |
|
Twentyfour Asset Management LLP
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|
26.5 | |
|
PGIM Multi-Asset Solutions LLC
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|
NJ | 26.3 |
|
Neuberger Berman Singapore PTE Limited
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|
26.1 | |
|
Brown Brothers Harriman & Co
✚
|
NY | 24.9 |
|
DBX Advisors LLC
✚
|
NY | 24.9 |
|
Hermes Investment Management Limited
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|
24.9 | |
|
GE Investment Management Corp
✚
|
CT | 24.4 |
|
Pemberton Capital Advisors LLP
✚
|
24.1 |