CONSTELLATION WEALTH CAPITAL
CONSTELLATION WEALTH CAPITAL is a Series C+ and buyout fund in the US writing $25M–$200M checks into Fintech and wealth-management.
- Stages
- Series C+, buyout
- Sectors
- Fintech, wealth-management
- Check size
- $25M–$200M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2023
- Assets under management
- $1B+
Thesis
Constellation Wealth Capital (CWC) is a private equity firm founded in 2023, specializing in strategic investments within the wealth management industry across the United States. The firm positions itself as a value-add partner, providing capital solutions and advisory services to well-positioned wealth management firms seeking to enhance their success and independence. CWC focuses on partnering with high-growth wealth management firms at critical "inflection points" in their growth trajectories. Their investment strategy centers on making tailored, minority growth investments in registered investment advisors (RIAs), aiming to provide flexible capital solutions with a longer time horizon. CWC offers both organic and inorganic growth capital, supporting firms in their expansion efforts through mergers and acquisitions, and also provides strategic advisory services. The firm closed its inaugural fund with over $1 billion in capital commitments. CWC's business model involves investing between $25 million and $200 million in firms managing between $1 billion and $200 billion in client assets. They have shown a particular interest in RIAs with AUM ranging from $250 million to $1.5 billion for M&A targets.
Common questions
Does CONSTELLATION WEALTH CAPITAL invest at the Series C+ stage?
Yes. CONSTELLATION WEALTH CAPITAL lists Series C+ and buyout among the stages it invests in.
What check size does CONSTELLATION WEALTH CAPITAL write?
CONSTELLATION WEALTH CAPITAL writes $25M–$200M checks.
Where does CONSTELLATION WEALTH CAPITAL invest?
CONSTELLATION WEALTH CAPITAL invests in the US.