Constellation Wealth Capital

Private Equity SEC-registered adviser

Legal name: Constellation Wealth Capital, LLC

Chicago, IL Website LinkedIn

AUM

$2.5B
Regulatory AUM

Private funds

10
Private Equity 10

Private fund assets

$2.5B
Gross asset value

Employees

20

Last Form D raise

Aug 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

D
Douglas Ostrover
Member, Cwc Trust Investors
Source: SEC Form ADV
K
Karl Heckenberg
President & Managing Partner
Source: SEC Form ADV
K
Kathryn St. Onge
Chief Operating Officer & Managing Director, Investor Relations
Source: SEC Form ADV
M
Marc Lipschultz
Member, Cwc Trust Investors
Source: SEC Form ADV
P
Patrick McHugh
Managing Director, Head of Investments
Source: SEC Form ADV

Funds(10)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Constellation Wealth Capital Fund II LPPrivate Equity$526.1M$893.2M62Aug 2026Hot
Cwc Fund I Co-Invest (cv) LPPrivate Equity$23.6M$17.7M3Apr 2026Warm
Cwc Fund I (mfa) LPPrivate Equity$163.8M——Aug 2025Cool
Constellation Wealth Capital Fund, L.P.Private Equity$1.1B$878.2M69Oct 2024Cool
Constellation Wealth Capital Fund-A, L.P.Private Equity$169.7M$130.9M9Oct 2024Cool
Cwc Fund I Co-Invest (prism) LPPrivate Equity$32.6M——Mar 2024Cold
Cwc Fund I Co-Invest (alti) LPPrivate Equity$47.2M——Feb 2024Cold
Constellation Wealth Capital Fund Ii-A LPPrivate Equity$235.3M———
Cwc Fund I Co-Invest (sc) LPPrivate Equity$113.7M———
Cwc Fund I Co-Invest (cresset) LPPrivate Equity$90.8M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
326917
SEC file number
801-128736

Sources