Constellation Investments, Inc.
● SEC registered since 1996CRD 107528SEC# 801-51396Montgomery, OH
Ranks #407 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$31.48B
Fund GAV
$473.2M
Private funds
4
Employees
45
Accounts
15
Location
Montgomery, OH
Constellation Investments, Inc. assets under management
Constellation Investments, Inc. is an SEC-registered investment adviser based in Montgomery, OH. The firm has been registered since 1996. It reports $31.5 billion in regulatory assets under management and employs 45 people. Constellation Investments, Inc. manages 4 private funds with combined gross assets of $473.2 million, including Andromeda Funding LLC. By regulatory assets, it ranks 407 of 6,030 private fund managers.
Constellation Investments, Inc. private funds
4 funds · $473.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Andromeda Funding LLC | Securitized Asset | $121.4M | — |
| Cassiopeia Funding LLC | Securitized Asset | $117.5M | — |
| Antlia Funding LLC | Securitized Asset | $117.2M | — |
| Orion Funding LLC | Securitized Asset | $117.2M | — |
Constellation Investments, Inc. owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brijendra Singh Grewal Control | Treasurer | Under 5% | 2026 |
| Charles Hunter Jones | Chief Compliance Officer | Under 5% | 2024 |
| Constellation Insurance, Inc. Control | Shareholder | Over 75% | 2022 |
| Jonathan Morton Egol Control | Director, | Under 5% | 2024 |
| Marc Ari Bruger | Director | Under 5% | 2024 |
| Megan K Meyer Control | General Counsel | Under 5% | 2024 |
| Sachin Jain Control | Director, President | Under 5% | 2024 |
| Alexandre Decary Control | Trustee | — | 2023 |
| Caisse de Depot Et Placement du Quebec Voting Trust (canada) Control | Shareholder | 25-50% | 2022 |
| Constellation Insurance GP LLC Control | Shareholder | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Constellation Investments, Inc. manage?
Constellation Investments, Inc. reports $31.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Constellation Investments, Inc. manage?
Constellation Investments, Inc. manages 4 private funds with combined gross assets of $473.2 million.
How many employees does Constellation Investments, Inc. have?
Constellation Investments, Inc. reports 45 employees.
Where is Constellation Investments, Inc. located?
Constellation Investments, Inc. is based in Montgomery, OH and has been SEC-registered since 1996.
Does Constellation Investments, Inc. disclose fund performance?
Constellation Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Financial Way, Montgomery, OH 45242 |
| Phone | 513-794-6100 |
| Fax | 513-794-4506 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1573575 |
| Discloses disciplinary history | No |
Regulatory AUM
$31.48B▲ 20%
Apr '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,306 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,030 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 13%
More than 87% of 16,824 advisers
Assets under management
$31.48Bregulatory AUM
Discretionary $31.48B