Constitution Capital Partners, LLC (Andover)

Name: Constitution Capital Partners, LLC
Address: 300 Brickstone Square, Andover, MA, 01810
Telephone: 978-749-9600

Constitution Capital Partners, LLC is a large advisory firm based in Andover. It manages $1.87 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts and New York.

Constitution Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Constitution Capital Partners: assets under management

The assets under management (AUM) of Constitution Capital Partners, LLC is $1.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and $184.33 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $1.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.73 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Constitution Capital Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Constitution Capital Partners serves?

The only and largest group of clients of Constitution Capital Partners is pooled investment vehicles with 23 clients and $1.73 billion of assets under management. Among the 11 most similar advisory firms, Constitution Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.73 billion for 23 clients. None of the firm’s clients are foreign persons or businesses.

Constitution Capital Partners also advises several private funds. Namely, one other private fund and fourteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $100,000,000.

Careers at Constitution Capital Partners, LLC

The company employs 17 people that are either part- or full-time employees. 76 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Michael Cahill	Managing partner	1 Jan 2008	25% - 50%	3158832
John Joseph Guinee	Managing partner	1 Jan 2008	25% - 50%	3159879
John Guinee	Member	1 Jan 2008	50% - 75%	3159879
William Scott Richardson	Partner and chief compliance officer	1 Feb 2008	Other	2845876
Robert Malcolm Hatch	Partner	1 Feb 2008	Other	3157076
Vicente Tupasi Ramos	Partner	1 Feb 2008	Other	2441875
William Scott Richardson	Chief compliance officer	1 May 2008	Other	2845876
Inc. Uss Mayflower Manager	Member	1 Sep 2008	Other	68-0677000
Robert Malcolm Hatch	Member	1 Oct 2008	Other	3157076
Vicente Tupasi Ramos	Member	1 Oct 2008	Other	2441875
Peter Gerard Melanson	Partner	1 Feb 2015	Other	4878558
Alexander R Tatum	Partner	1 Feb 2015	Other	4681297
Llc Constitution Capital Partners	General partner	1 Dec 2017	75% - 100%	147248

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Universities Superannuation Scheme Limited	Class b - shareholder	1 Jun 2008	75% - 100%	foreign
Daniel Michael Cahill	Member	1 Dec 2017	50% - 75%	3158832
John Joseph Guinee	Member	1 Dec 2017	50% - 75%	3159879

Based in Andover

The principal office where Constitution Capital Partners, LLC performs its advisory services is located at 300 Brickstone Square, Andover, MA 01810, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-749-9600 or by fax 978-749-9669. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at concp.com/.