LP Profile

Constellation Wealth Advisors

Multi Family Office (MFO)Cincinnati, United StatesFounded 2017
$5.0B
Assets Under Management
Cincinnati
Headquarters
Investment Focus

About Constellation Wealth Advisors

Constellation Wealth Advisors (Ohio) is a family office (multi) based in Cincinnati, Ohio. Established in 2017 it provides investment advisory services to individuals and high net-worth families The assets of the firm are managed and governed by an executive management team.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Investment Management Financial ServicesFinance

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Constellation Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$5.4B
Total Clients
2,095
Filing Date
February 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Constellation Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Constellation Wealth Advisors?

Constellation Wealth Advisors is a multi family office (mfo) based in Cincinnati, United States, managing approximately $5.0B in assets.

Where is Constellation Wealth Advisors headquartered?

Constellation Wealth Advisors is headquartered in Cincinnati, United States.

How much does Constellation Wealth Advisors manage?

Constellation Wealth Advisors manages approximately $5.0B in assets under management.

When was Constellation Wealth Advisors founded?

Constellation Wealth Advisors was founded in 2017.

What does Constellation Wealth Advisors invest in?

Constellation Wealth Advisors focuses on Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Investment Management Financial Services, Finance.

How can I contact Constellation Wealth Advisors?

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