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| Constellation Wealth Capital LLC
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| CRD # | 326917 |
| SEC # | 801-128736 |
| CIK # | |
| AUM | 2,524.5 M (2026-03-31) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 312-626-6067 |
| Address | 609 W Randolph St Chicago, IL 60661 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Constellation Wealth Capital Fund II-A LP | 2026-03-31 | 235.3 M | |
| PE | Constellation Wealth Capital Fund II LP | [2026-03-31] | 544.1 M | 526.1 M |
| Filed 2025-12-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $565,000 · Revenue Decline to Disclose | ||||
| PE | CWC Fund I Co-Invest Cresset LP | 2026-03-31 | 90.8 M | |
| PE | CWC Fund I MFA LP | [2026-03-31] | 163.8 M | |
| Filed 2025-08-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CWC Fund I Co-Invest ALTI LP | [2025-03-30] | 47.2 M | |
| Filed 2024-02-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | CWC Fund I Co-Invest CV LP | [2025-03-30] | 23.6 M | |
| Filed 2024-02-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | CWC Fund I Co-Invest Prism LP | [2025-03-30] | 32.6 M | |
| Filed 2024-03-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | CWC Fund I Co-Invest SC LP | 2025-03-30 | 113.7 M | |
| PE | Constellation Wealth Capital Fund-A LP | [2024-01-17] | 0.3 M | 169.7 M |
| Filed 2024-01-16 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Constellation Wealth Capital Fund LP | [2024-01-17] | 878.2 M | 1,121.6 M |
| Filed 2024-10-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $5,269,500 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 10 | 2.5 |
| (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 | 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 | 10 | 2.5 |
| By Discretionary | ||
| Discretionary | 10 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 10 | 2.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Karl Heckenberg | Executive Officer | 9 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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