Constellation Wealth Advisors
Constellation Wealth Advisors is a private equity manager in Cincinnati, OH. It is registered with the SEC as an investment adviser with $5.4B in regulatory assets and 26 staff. It has 1 fund on file, the latest reported in October 2026.
Funds on file
1
Raised, all funds
$63.8M
Regulatory assets
$5.4B
Staff
26
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$5.4B
Employees26
Clients356 wealthy individuals, 47 individuals, 6 companies, 4 charities and 4 private funds.
Control personsKelly, Anne Bonnell, Patrick, Alan Lafley, James, Wilton Taylor, John, Marshall Williams.
Private funds4 private funds holding $579.5M in gross assets.
Private funds it reports
FundTypeGross assets
Tulco Quadrant
Private equity
$85.7M
Quadrant Private Capital Solutions Fund
Private equity
$40M
Blue Water Quadrant
Private equity
$28.5M