Key facts
- CONSTELLATION WEALTH CAPITAL is a private equity firm based in CHICAGO, IL with 7 tracked portfolio companies.
- Notable positions include Cresset (Chicago), Bogart Wealth, BIP Wealth, Summit Wealth Group, DayMark Wealth Partners.
Registered with the SEC
Form ADV · 2026-03 · CRD 326917- Regulatory AUM
- —
- Private fund assets
- $2.5B
- Private funds
- 10 · 10 private equity
- Staff
- 20
- Registered office
- CHICAGO, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CONSTELLATION WEALTH CAPITAL, LLC).
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Portfolio, priced
7 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Cresset (Chicago) | — | — | — | |
| Bogart Wealth | — | — | — | |
| BIP Wealth | — | — | — | |
| Summit Wealth Group | — | — | — | |
| DayMark Wealth Partners | — | — | — | |
| Greenwood Gearhart | — | — | — | |
| Procyon Institutional Partners | — | — | — |
Frequently asked
- What companies does CONSTELLATION WEALTH CAPITAL invest in?
- CONSTELLATION WEALTH CAPITAL has 7 recorded portfolio companies, including Cresset (Chicago), Bogart Wealth, BIP Wealth, Summit Wealth Group.