# CONSTELLATION WEALTH CAPITAL, LLC

CONSTELLATION WEALTH CAPITAL, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 326917
- Type: SEC-registered investment adviser
- SEC file number: 801-128736
- Location: 609 W. RANDOLPH ST., 6TH FLOOR, CHICAGO, IL, 60661
- Phone: 312-626-6067
- Latest filing: 2026-03-31
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Clients: 20
- Accounts: 10

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [Karl Henry Heckenberg](https://search.stillhousedata.com/person/25) | LIMITED PARTNER; PRESIDENT & MANAGING PARTNER; SOLE AND MANAGING MEMBER | Chicago, IL |
| [Douglas Irving Ostrover](https://search.stillhousedata.com/person/669573) | MEMBER | — |
| [Marc Steven Lipschultz](https://search.stillhousedata.com/person/669578) | MEMBER | — |
| [Patrick Shamus Mchugh](https://search.stillhousedata.com/person/692960) | MANAGING DIRECTOR, HEAD OF INVESTMENTS | — |
| [Kathryn Mary St. Onge](https://search.stillhousedata.com/person/692961) | CHIEF OPERATING OFFICER & MANAGING DIRECTOR, INVESTOR RELATIONS | — |
| [Paul Gregory Sealy](https://search.stillhousedata.com/person/692962) | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER | — |
| [Lindsey Helaine Simon](https://search.stillhousedata.com/person/714556) | CHIEF COMPLIANCE OFFICER | — |
| [YATES MICHAEL](https://search.stillhousedata.com/person/742779) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR | — |
| [OSTROVER DOUGLAS IRVING](https://search.stillhousedata.com/person/743017) | MEMBER | — |
| [LIPSCHULTZ MARC STEVEN](https://search.stillhousedata.com/person/836910) | MEMBER | — |
| [Perry Katie Elizabeth](https://search.stillhousedata.com/person/845629) | CHIEF COMPLIANCE OFFICER | — |
| [HECKENBERG KARL HENRY](https://search.stillhousedata.com/person/877326) | CEO, MANAGING PARTNER; LIMITED PARTNER; PRESIDENT, CHIEF EXECUTIVE OFFICER & MANAGING PARTNER (+2 more) | — |
| [GORESKI AMANDA JANE](https://search.stillhousedata.com/person/877327) | CHIEF COMPLIANCE OFFICER | — |
| [MCHUGH PATRICK SHAMUS](https://search.stillhousedata.com/person/877328) | MANAGING DIRECTOR, HEAD OF INVESTMENTS | — |
| [SIMON LINDSEY HELAINE](https://search.stillhousedata.com/person/884000) | CHIEF COMPLIANCE OFFICER | — |
| [ST ONGE KATHRYN MARY](https://search.stillhousedata.com/person/884001) | CHIEF OPERATING OFFICER & MANAGING DIRECTOR, INVESTOR RELATIONS | — |


## Private funds (10)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CONSTELLATION WEALTH CAPITAL FUND, L.P. | Private Equity Fund | Delaware | 77 | $1.1B | $1.0M |
| CONSTELLATION WEALTH CAPITAL FUND II LP | Private Equity Fund | Delaware | 24 | $526.1M | $1.0M |
| CONSTELLATION WEALTH CAPITAL FUND II-A LP | Private Equity Fund | Delaware | 7 | $235.3M | $1.0M |
| CONSTELLATION WEALTH CAPITAL FUND-A, L.P. | Private Equity Fund | Delaware | 10 | $169.7M | $1.0M |
| CWC FUND I (MFA) LP | Private Equity Fund | Delaware | 28 | $163.8M | $1.0M |
| CWC FUND I CO-INVEST (SC) LP | Private Equity Fund | Delaware | 4 | $113.7M | $1.0M |
| CWC FUND I CO-INVEST (CRESSET) LP | Private Equity Fund | Delaware | 6 | $90.8M | $1.0M |
| CWC FUND I CO-INVEST (ALTI) LP | Private Equity Fund | Delaware | 5 | $47.2M | $1.0M |
| CWC FUND I CO-INVEST (PRISM) LP | Private Equity Fund | Delaware | 10 | $32.6M | $1.0M |
| CWC FUND I CO-INVEST (CV) LP | Private Equity Fund | Delaware | 3 | $23.6M | $1.0M |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 5 | 312-626-6067 |
| NEW YORK | NY | 5 | 312-626-6067 |


## Fund service providers (1)

- administrator: SS&C TECHNOLOGIES, INC. — 10 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326917/similar
- Related entities: https://search.stillhousedata.com/firm/326917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326917

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.