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CONSTITUTION CAPITAL EQUITY PARTNERS LP

300 Brickstone Square
Suite 700
Andover, Massachusetts 01810
Tel: 978-749-9600

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About CONSTITUTION CAPITAL EQUITY PARTNERS LP

CONSTITUTION CAPITAL EQUITY PARTNERS LP, formally registered with the SEC as CONSTITUTION CAPITAL EQUITY PARTNERS LP. The firm was established in 06/03/2008. They have over 2 offices throughout the country.

CONSTITUTION CAPITAL EQUITY PARTNERS LP is a Andover, Massachusetts based Financial Planning firm with nearly $4,698,278,354 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 63 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147248
SEC#801-69249
Assets Managed by Firm$4,698,278,354
No. of Clients28
No. of Advisors63

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total28$4,698,278,354
Pension and profit sharing plansFewer than 5 clients$429,383,437

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