Constellation Wealth Capital

About Constellation Wealth Capital

Constellation Wealth Capital is a strategic partner in the wealth management industry, specializing in tailored investments and advisory services for well-positioned wealth management firms. Their mission is to serve as a value-add and solutions-oriented partner, addressing significant capital needs while supporting firms in maintaining success and independence.

Products & Services

Tailored Investments:Customized capital solutions for wealth management firms to enhance success and independence with less leverage and a longer time horizon.

Strategic Advisory Services:Support for partner firms in growth initiatives, business management, technology & operations, and investment platform expansion using deep sector knowledge and data.

Specialties

Tailored Investments Strategic Advisory Services Growth Initiatives Business Management Technology & Operations Consulting Investment Platform Expansion

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Inaugural Fund T: - FT: Inaugural Fund	A: 1000000000 MR: - FA: More than $1 billion FAN: 1000000000	D: 2024-12-16 FD: 2024-12-16	6 investors

Inaugural Fund Latest

2024-12-16

$1.0B

6 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

K

Karl Heckenberg

President & Managing Partner

LinkedIn (Pro only)

P

Pat McHugh

Managing Director, Head of Investments

LinkedIn (Pro only)

L

Lisa Crafford

Managing Director, Head of Advisory

LinkedIn (Pro only)

G

Greg Lawton

Partner & Head of Investor Solutions

B

Bill Janetschek

Operating Advisor

W

William J. Janetschek

Operating Advisor

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