CONSTELLATION WEALTH ADVISORS LLC
CRD #142502 SEC #801-67762 NEW YORK, NY 212-697-2500
SEC Registered Broker-Dealer Private Funds
Total AUM
$4.6B
Discretionary
$3.4B
Employees
34
Clients
101
Accounts
3,680
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $6.2B | $4.3B | $1.9B | 35 | 300 |
| Mar 2015 | $6.2B | $4.3B | $1.9B | 35 | 300 |
| Jan 2015 | $5B | $3.7B | $1.3B | 35 | 300 |
| Mar 2014 | $5B | $3.7B | $1.3B | 35 | 300 |
| Jan 2014 | $4.6B | $3.4B | $1.2B | 34 | 300 |
| Aug 2013 | $4.6B | $3.4B | $1.2B | 34 | 300 |
| May 2013 | $4.6B | $3.4B | $1.2B | 34 | 300 |
| Apr 2013 | $4.6B | $3.4B | $1.2B | 34 | 300 |
| Mar 2013 | $4.6B | $1.2B | $3.4B | 34 | 300 |
| Feb 2013 | $4.4B | $2.7B | $1.7B | 38 | 300 |
| Mar 2012 | $4.4B | $2.7B | $1.7B | 11 | 300 |
| Mar 2012 | $4.4B | $2.7B | $1.7B | 11 | 300 |
| May 2011 | $4.2B | $2.3B | $1.9B | -- | -- |
| Mar 2011 | $2.2B | $2.2B | $0 | -- | -- |
| Jun 2010 | $1.9B | $1.9B | $0 | -- | -- |
| Apr 2010 | $1.9B | $1.9B | $0 | -- | -- |
| Mar 2009 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2008 | $336.1M | $304M | $32.1M | -- | -- |
| Oct 2007 | $500M | $300M | $200M | -- | -- |
| Apr 2007 | $0 | $0 | $0 | 10 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
DateJun 2015
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees35
Clients300
DateMar 2015
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees35
Clients300
DateJan 2015
Total AUM$5B
Discretionary$3.7B
Non-Disc.$1.3B
Employees35
Clients300
DateMar 2014
Total AUM$5B
Discretionary$3.7B
Non-Disc.$1.3B
Employees35
Clients300
DateJan 2014
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.2B
Employees34
Clients300
DateAug 2013
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.2B
Employees34
Clients300
DateMay 2013
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.2B
Employees34
Clients300
DateApr 2013
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.2B
Employees34
Clients300
DateMar 2013
Total AUM$4.6B
Discretionary$1.2B
Non-Disc.$3.4B
Employees34
Clients300
DateFeb 2013
Total AUM$4.4B
Discretionary$2.7B
Non-Disc.$1.7B
Employees38
Clients300
DateMar 2012
Total AUM$4.4B
Discretionary$2.7B
Non-Disc.$1.7B
Employees11
Clients300
DateMar 2012
Total AUM$4.4B
Discretionary$2.7B
Non-Disc.$1.7B
Employees11
Clients300
DateMay 2011
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2011
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$336.1M
Discretionary$304M
Non-Disc.$32.1M
Employees--
Clients--
DateOct 2007
Total AUM$500M
Discretionary$300M
Non-Disc.$200M
Employees--
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--