Stephen
Constantine

Dsm Capital Partners

CRD#1847247
Investment Advisor
in Mount Kisco, NY

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About this Advisor

Stephen Constantine is a financial advisor based in Mount Kisco, New York, working with Dsm Capital Partners. Stephen has previously held a position at Dsm Capital Partners, LLC, and is registered to provide services in Texas. Currently, Stephen is part of Dsm Capital Partners, which operates out of Mount Kisco, New York. The firm has 1 office and 23 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Dsm Capital Partners includes asset-based and performance-based fees.

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

320 East Main Street
Mount Kisco, NY 10549

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Dsm Capital Partners Brokerage Details

Total Assets Under Management

$7,149,640,000

NY Average: $1,855,561,029
Total Number of Employees

23

NY Average: 62
Total Number of Accounts

2,189

NY Average: 2,474
Average Account Size

$3,266,167

NY Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Stephen Constantine Work History

2008 - Present (17 years)

Dsm Capital Partners, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Constantine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dsm Capital Partners

Stephen Constantine
Mount Kisco, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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