Constellation Wealth Capital
constellationwealthcapital.com Direct investor
Constellation Wealth Capital is a private equity firm that invests in wealth management firms, providing capital and advisory services. It focuses on helping these firms grow and institutionalize while maintaining their independence.
Constellation Wealth Capital is a private equity firm headquartered in Chicago, United States. It invests directly in companies, from growth to buyout, in wealth management.
“Constellation Wealth Capital specializes in making tailored investments in well-positioned wealth management firms who want to add to their success and independence.”
— Constellation Wealth Capital, own website
- Layer
- Direct investor
- Type
- Private equity
- Headquarters
- Chicago, United States
- Invests in
- US
- Sectors
- wealth management
Team, as Constellation Wealth Capital publishes it
- Karl Heckenberg President & Managing Partner
- Pat McHugh Partner, Head of Investments
- Lisa Crafford Managing Director, Head of Advisory
- Greg Lawton Partner & Head of Investor Solutions
- Daniel O’Neil Managing Director, Investments
- Erica Farber Director, Advisory
- Erica Rodrigues Director, Advisory
- Kane Petkovski Vice President, Investments
- Katie St. Onge Chief Operating Officer & Managing Director, Investor Solutions
- Kunal Rajani Associate
- Amy Flourry Director, Advisory
- Mike Rieker Director, Advisory
Names and roles exactly as listed on constellationwealthcapital.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Constellation Wealth Capital publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://constellationwealthcapital.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, stage_min, stage_max, sectors, thesis_quote, thesis_quote_page, description, status, people
- https://constellationwealthcapital.com/team/people
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Record 5412 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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