CONSTELLATION WEALTH CAPITAL, LLC
Legal name: CONSTELLATION WEALTH CAPITAL
CRD #326917 SEC #801-128736 CHICAGO, IL 312-626-6067
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
20
Clients
--
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GORESKI, AMANDA, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HECKENBERG, KARL, HENRY | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & MANAGING PARTNER | NA | Control |
| HECKENBERG, KARL, HENRY | I | CEO, MANAGING PARTNER | NA | Control |
| HECKENBERG, KARL, HENRY | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| HECKENBERG, KARL, HENRY | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| HECKENBERG, KARL, HENRY | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| HECKENBERG, KARL, HENRY | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| MCHUGH, PATRICK, SHAMUS | I | MANAGING DIRECTOR, HEAD OF INVESTMENTS | NA | Control |
| MCHUGH, PATRICK, SHAMUS | I | MANAGING DIRECTOR, HEAD OF INVESTMENTS | NA | Control |
| MCHUGH, PATRICK, SHAMUS | I | MANAGING DIRECTOR, HEAD OF INVESTMENTS | NA | Control |
| MCHUGH, PATRICK, SHAMUS | I | MANAGING DIRECTOR, HEAD OF INVESTMENTS | NA | Control |
| MCHUGH, PATRICK, SHAMUS | I | MANAGING DIRECTOR, HEAD OF INVESTMENTS | NA | Control |
| PERRY, KATIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEALY, PAUL, GREGORY | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SEALY, PAUL, GREGORY | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| SIMON, LINDSEY, HELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMON, LINDSEY, HELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, KATHRYN, MARY | I | CHIEF OPERATING OFFICER & MANAGING DIRECTOR, INVESTOR RELATIONS | NA | Control |
| ST. ONGE, KATHRYN, MARY | I | CHIEF OPERATING OFFICER & MANAGING DIRECTOR, INVESTOR RELATIONS | NA | Control |
| ST. ONGE, KATHRYN, MARY | I | CHIEF OPERATING OFFICER & MANAGING DIRECTOR, INVESTOR RELATIONS | NA | Control |
| YATES, JACK, MICHAEL | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| YATES, JACK, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YATES, JACK, MICHAEL | I | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | NA | Control |
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | DE | SOLE AND MANAGING MEMBER | E | Control |
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | DE | SOLE AND MANAGING MEMBER | E | Control |
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | DE | SOLE AND MANAGING MEMBER | E | Control |
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | DE | SOLE AND MANAGING MEMBER | E | Control |
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | DE | SOLE AND MANAGING MEMBER | E | Control |
| CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | DE | SOLE AND MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CWC MANAGER LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | F | Control |
| CWC MANAGER LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | F | Control |
| CWC MANAGER LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | F | Control |
| CWC MANAGER LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | F | Control |
| HECKENBERG, KARL, HENRY | I | CWC MANAGER LLC | E | Control |
| HECKENBERG, KARL, HENRY | I | CWC MANAGER LLC | E | Control |
| HECKENBERG, KARL, HENRY | I | CWC MANAGER LLC | E | Control |
| HECKENBERG, KARL, HENRY | I | CWC MANAGER LLC | E | Control |
| HECKENBERG, KARL, HENRY | I | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | D | Control |
| HECKENBERG, KARL, HENRY | I | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | D | Control |
| HECKENBERG, KARL, HENRY | I | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | D | Control |
| HECKENBERG, KARL, HENRY | I | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | D | Control |
| LIPSCHULTZ, MARC, STEVEN | I | BLACK OWL CAPITAL INVESTMENTS LLC | D | Control |
| LIPSCHULTZ, MARC, STEVEN | I | BLACK OWL CAPITAL INVESTMENTS LLC | D | Control |
| LIPSCHULTZ, MARC, STEVEN | I | CWC TRUST INVESTORS LLC | D | Control |
| LIPSCHULTZ, MARC, STEVEN | I | CWC TRUST INVESTORS LLC | D | Control |
| OSTROVER, DOUGLAS, IRVING | I | BLACK OWL CAPITAL INVESTMENTS LLC | D | Control |
| OSTROVER, DOUGLAS, IRVING | I | BLACK OWL CAPITAL INVESTMENTS LLC | D | Control |
| OSTROVER, DOUGLAS, IRVING | I | CWC TRUST INVESTORS LLC | D | Control |
| OSTROVER, DOUGLAS, IRVING | I | CWC TRUST INVESTORS LLC | D | Control |
| BLACK OWL CAPITAL INVESTMENTS LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | C | Control |
| BLACK OWL CAPITAL INVESTMENTS LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | C | Control |
| CWC TRUST INVESTORS LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | C | Control |
| CWC TRUST INVESTORS LLC | DE | CONSTELLATION WEALTH CAPITAL MANAGER HOLDINGS, LP | C | Control |
Registrations
Federal
IA
May 29, 2025 REGISTERED
Notice Filings (1)
IL
Address
609 W. RANDOLPH ST.6TH FLOOR
CHICAGO, IL 60661
United States
Phone: 312-626-6067