Constitution Capital Equity Partners Lp
Answer a few questions and
get matched with an advisor.
Learn more about Constitution Capital Equity Partners Lp
Overview
Constitution Capital Equity Partners Lp operates as a financial advisory firm that has its headquarters in Andover, Massachusetts. It administers $4.5 billion in assets across 29 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The company has an average-sized group, including 23 financial advisors. Constitution Capital Equity Partners Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as stocks, bonds and options.
Constitution Capital Equity Partners Lp oversees all of the company's client assets in a discretionary manner. Discretionary management means that transaction judgments are made by a portfolio manager without needing the customer's consent. The firm administers an average of $155.4 million in assets for each customer account. The average advisor at Constitution Capital Equity Partners Lp manages around one client account, placing it among the most personalized advisor firms in the country.
The company's main office is at 300 Brickstone Square, Andover, Massachusetts 1810. The firm is legally allowed to provide services to customers across a number of states, including Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Constitution Capital Equity Partners Lp by the Numbers
$4.5 billion
52
29
$155.4 million
Fee Structure
Financial management fees largely depend on which services are offered. However, fees billed by the company likely include some blend of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It provides services to pooled investment vehicles. Out of its 29 accounts, Constitution Capital Equity Partners Lp's biggest client group is pooled investment vehicles. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Constitution Capital Equity Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.