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SEC Form ADV

CONSTELLATION WEALTH ADVISORS

Registered Investment AdviserOH
$5.4B
Assets Under Management
9
Total Clients
26
Employees
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Registration Details

Accession
crd-147253
Location
CINCINNATI, OH
Filing Date
July 30, 2026
AUM
$5.4B
Total Clients
9
Institutional Clients
8
Employees
26
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable OrganizationsCorporations

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $1.2B in combined gross assets.

  • QUADRANT PRIVATE CAPITAL SOLUTIONS PLATFORM, LPPrivate Equity Fund$1.1B
  • TULCO QUADRANTPrivate Equity Fund$90.5M
  • QUADRANT PRIVATE CAPITAL SOLUTIONS FUNDPrivate Equity Fund$16.4M
  • BLUE WATER QUADRANTPrivate Equity Fund$15.9M

About this Adviser

CONSTELLATION WEALTH ADVISORS is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $5.4B in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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