Key facts
- Constellation Wealth Advisors’s last known valuation is $115.0M.
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Constellation Wealth Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Constellation Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Constellation Wealth Advisors
Provider of investment management services. The company operates an independent multi-family investment office that offers services in portfolio design, active investment and family office services such as estate planning and financial statement preparation services.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 35
- Website
- cwallc.com/
- Ownership
- Acquired/Merged
Constellation Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Constellation Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Constellation Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.