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Asset ManagerRIA · CRD 107528SEC-RegisteredPrivate Fund Adviser

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Constellation Investments, Inc.

Constellation Investments, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 107528, SEC file 801-51396), with...

Overview

Constellation Investments, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 107528, SEC file 801-51396), with its main office in Montgomery, Ohio. Its Form ADV filed on 31 March 2026 reports $31.5B in regulatory assets under management across 15 accounts. The firm reports that it advises one or more private funds.

General information

Firm type

SEC-Registered Investment Adviser

AUM

$31.5B regulatory AUM (Form ADV, March 2026)

Location

Region

North America

Country

United States

City

Montgomery

Corporate office

Montgomery, OH, United States

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