CONSTITUTION CAPITAL PM, L. P.
Adviser information for CONSTITUTION CAPITAL PM, L. P. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 62 |
|---|---|
| Investment Advisory/Research | 26 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $672.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $672.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $672.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-125940 |
|---|---|
| SEC ERA File Number | 801-125940 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319678 |
| Legal Entity Identifier | None |
Principal Office
300 BRICKSTONE SQUARESUITE 700
ANDOVER
MA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 978-749-9600, Fax: 978-749-9669
Chief Compliance Officer
BRETT MORRISON
300 BRICKSTONE SQUARE
SUITE 700
ANDOVER
MA
United States
Tel:
978-749-9600
B********@********M
(Full email address available in API data)
Regulatory Contact
JOHN GUINEE
MANAGING PARTNER
300 BRICKSTONE SQUARE
SUITE 700
ANDOVER
MA
United States
Tel:
978-749-9600
J******@********M
(Full email address available in API data)
Industry Affiliates
| CCP GOLDEN EAGLE GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CONSTITUTION CAPITAL CREDIT PARTNERS LP | Other investment adviser, including financial planners |
| CONSTITUTION CAPITAL EQUITY PARTNERS LP | Other investment adviser, including financial planners |
| IRONSIDES III GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| IRONSIDES IV GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| IRONSIDES OPPORTUNITIES ANNEX GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| IRONSIDES OPPORTUNITIES GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| IRONSIDES OPPORTUNITIES II GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| IRONSIDES V GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| IRONSIDES VI GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| USS-CONSTITUTION GP II, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| USS-CONSTITUTION GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAHILL, DANIEL, MICHAEL | Individual | – | MANAGING PARTNER | 03/2022 | 50-75% |
| GUINEE, JOHN, JOSEPH | Individual | – | MANAGING PARTNER | 03/2022 | 50-75% |
| CONSTITUTION CAPITAL PM GP, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2022 | < 5% |
| CAHILL, DANIEL, MICHAEL | Individual | CONSTITUTION CAPITAL PM GP, LLC | MANAGING MEMBER | 03/2022 | 50-75% |
| GUINEE, JOHN, JOSEPH | Individual | CONSTITUTION CAPITAL PM GP, LLC | MANAGING MEMBER | 03/2022 | 50-75% |
| Morrison, Brett, Witham | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |