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CONSTITUTION CAPITAL EQUITY PARTNERS LP
CRD 147248File 801-69249
APPROVED
Custody
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.27B
Top 25% of cohort (national)
Discretionary AUM
$5.27B
Clients
33
33 accounts
Employees
67
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 3, 2008
- Principal office
- 300 BRICKSTONE SQUARE, SUITE 700, ANDOVER, MA, 01810
- Phone
- 978-749-9600
- Website
- HTTP://WWW.CONCP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.27B
- Discretionary AUM
- $5.27B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $159.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 33 | $4.85B |
| Pension and profit sharing plans | Fewer than 5 | $425.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $5,303,033,661 | $5,271,080,129 | decreased by$31,953,532 |
| Apr 1, 2026 | Employees | 72 | 67 | decreased by5 |
| Apr 1, 2026 | AUM | $5,069,103,184 | $5,303,033,661 | increased by$233,930,477 |
| Apr 1, 2026 | Accounts | 34 | 33 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $5,094,233,798 | $5,069,103,184 | decreased by$25,130,614 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 72 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 33 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,914,288,565 | $5,094,233,798 | increased by$1,179,945,233 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 28 | 34 | increased by6 |
| Apr 1, 2022 | Employees | 37 | 44 | increased by7 |
| Apr 1, 2022 | Clients | 25 | 27 | increased by2 |
| Apr 1, 2022 | AUM | $3,097,375,066 | $3,914,288,565 | increased by$816,913,499 |
| Apr 1, 2022 | Accounts | 26 | 28 | increased by2 |
| Jun 1, 2021 | AUM | $2,966,650,333 | $3,097,375,066 | increased by$130,724,733 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSTITUTION CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSTITUTION CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

