CONSTELLATION WEALTH Overview

Constellation Wealth Advisors Llc is an investment advisor that manages 6.2 BN dollars in regulatory AUM and has 35 employees, of which 28 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/15. The fund's latest filing disclosed 903MM in positions, representing 15% of the manager's regulatory AUM.

CONSTELLATION WEALTH StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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CONSTELLATION WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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CONSTELLATION WEALTH Founders and Key Employees

Name Title In Position Since
Paul Eric Tramontano Co-Ceo January-2008
Sam Katzman Chief Investment Officer January-2008
Robert Michael Gorczakowski Cfo And Finop July-2009
Jon Michael Goldstein Co-Ceo February-2011
Robert Michael Gorczakowski Chief Compliance Officer January-2015

CONSTELLATION WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

CONSTELLATION WEALTH Investment Strategy

CONSTELLATION WEALTH Portfolio Concentration

CONSTELLATION WEALTH Location

505 FIFTH AVE
19TH FLOOR
NEW YORK, New York
UNITED STATES, 10017-3808

CONSTELLATION WEALTH Contact Information

Phone Number: 212-697-2500
Fax Number: 212-661-4716
Website:

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