CONSTITUTION CAPITAL LLC
Legal name: CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
CRD #310378 SEC #801-119493 SHELTON, CT (475) 269-3200
SEC Registered
Total AUM
$224.9M
Discretionary
$224.9M
Employees
6
Clients
0
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $224.9M | $224.9M | $0 | 6 | 0 |
| Feb 2025 | $224.9M | $224.9M | $0 | 6 | 0 |
| Feb 2024 | $199.9M | $199.9M | $0 | 5 | 0 |
| Dec 2023 | $179M | $179M | $0 | 4 | 0 |
| Aug 2023 | $179M | $179M | $0 | 4 | 0 |
| Jun 2023 | $179M | $179M | $0 | 4 | 0 |
| Apr 2023 | $179M | $179M | $0 | 4 | 0 |
| Mar 2023 | $179M | $179M | $0 | 4 | 0 |
| Mar 2022 | $214.2M | $214.2M | $0 | 5 | 0 |
| May 2021 | $169M | $169M | $0 | 4 | 0 |
| Mar 2021 | $169M | $169M | $0 | 4 | 0 |
| Jan 2021 | $159.1M | $159.1M | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$224.9M
Discretionary$224.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$224.9M
Discretionary$224.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0