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Constellation Wealth Capital

609 W Randolph Street, 6th Floor, Chicago, Illinois, 60661, United States

Overview

Investment provider for wealth management firms.

Founded

2023

Deals · 12mo

0

Links

WebsiteLinkedIn

Stage focus

Series C

Geographic focus

South Africa
United States

Sector focus

—

Investment portfolio

2rounds
NAMEDATESIZE
Cresset
Dec 2024Led
$150 MOther Equity
Alti
Feb 2024Participated
$400 MSeries C
Cresset
Dec 2024Led
$150 MOther Equity
Alti
Feb 2024Participated
$400 MSeries C
2
Items
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Insights

Time horizon

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Deal Distribution

Constellation Wealth Capital: 2 funding rounds are recorded in the selected participation categories.All available history.
Constellation Wealth Capital: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01
Other Equity10

Monthly Deal Activity

Constellation Wealth Capital: 2 deals are recorded across 33 months.All available history.
Constellation Wealth Capital: 2 deals are recorded across 33 months. All available history
MonthDeals
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '241
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Constellation Wealth Capital: Hardware & Robotics is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Constellation Wealth Capital: Hardware & Robotics is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Hardware & Robotics1
Fintech1
Manufacturing1
Professional Services1

Deal Size Distribution

Constellation Wealth Capital: 2 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Constellation Wealth Capital: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M1
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Constellation Wealth Capital: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Constellation Wealth Capital: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
South Africa1
Constellation Wealth Capital: 1 co-investor is shown, with Allianz X sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Constellation Wealth Capital: 1 co-investor is shown, with Allianz X sharing 1 recorded deals. All available history
Co-investorShared deals
Allianz X1

Investment Strategy

Constellation Wealth Capital: Led accounts for 50% and participating for 50% of round participation.All available history.
Constellation Wealth Capital: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led150%
Participating150%
Constellation Wealth Capital: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Constellation Wealth Capital: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

Karl Heckenberg
Pat McHugh

Managing Director, Head of Investments