Constellation Wealth Advisors LLC

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Assets, Funds, Holdings

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Constellation Wealth Advisors LLC
CRD #289860
SEC #801-111760
CIK #0001474208
AUM
Employees
Phone513-871-5500
Address255 East Fifth Street
Cincinnati, OH 45202
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
7.56.04.53.01.50.02005201120172024
CIK Period
0001474208
Sector Form 13F Holdings Value ($M)
Bank of America Corp /DE/ 14.0
Johnson & Johnson 14.0
Bank of New York Mellon Corp 14.0
American International Group Inc 13.8
Merck & Co Inc 13.2
Tyco International Ltd /Ber/ 12.2
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund 11.8
PNC Financial Services Group Inc 10.7
General Motors Co 10.7
Abbott Laboratories 10.5
General Electric Co 10.3
Archer Daniels Midland Co 10.1
Wal Mart Stores Inc 9.9
AT&T Inc 9.9
Packaging Corp of America 9.3
Zimmer Holdings Inc 9.0
Ace Ltd 8.7
Medtronic Holdings Ltd 8.4
Delta Air Lines Inc 8.0
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF Constellation Hedge Partners LP [2012-03-28] 789.5 545.6
HF Constellation Strategic Opportunity Fund LP [2012-03-28] 10.3 9.7
RE Perpetual Real Estate Partners LP 2012-03-28 0.0
RE Wolff Real Estate Partners LP [2012-03-28] 194.5 234.9
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Paul Tramontano 8
Jon Goldstein 7
General Partner Wolff Capital Master LLC 2
Sam Katzman 2
Alvin Wolff 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001474208]
Related Firms State AUM ($B)
Quadrant Capital Group LLC
OH 4.7
Constellation Wealth Advisors LLC
OH 0.0
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