CONSTITUTION CAPITAL EQUITY PARTNERS LP
C17
CRD 147248·SEC 801-69249·ANDOVER, MA
AUM
$5.30B
$1B+
Est. Revenue
$53.0M
@ 1% on AUM
Est. EBITDA
$15.9M
@ 30% margin
Est. Deal Value
$127.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.23B
'21 · $2.80B
'22 · $3.10B
'23 · $3.95B
'25 · $5.07B
'26 · $5.30B
'20'26
$2.23B → $5.30B▲ +138%
Operations
Advisory staff (5-yr trend)
'20 · 14 advisors
'21 · 24 advisors
'22 · 17 advisors
'23 · 20 advisors
'25 · 26 advisors
'26 · 24 advisors
'20'26
14 advisors → 24 advisors▲ +71%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-07-092020-07-09 · 0001738000-20-000001
2019-05-222019-05-22 · 0001738000-19-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O CONSTITUTION CAPITAL PARTNERS, LLC300 BRICKSTONE SQUARE, SUITE 1001ANDOVER, MA 01810
Business
C/O CONSTITUTION CAPITAL PARTNERS, LLC300 BRICKSTONE SQUARE, SUITE 1001ANDOVER, MA 01810
Edgar Recent Filings
D/A2020-07-09 · 0001738000-20-000001
D/A2019-05-22 · 0001738000-19-000001