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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

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 typeClientsAUM
Pooled investment vehicles33$4.85B
Pension and profit sharing plansFewer than 5$425.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jun 1, 2026AUM$5,303,033,661$5,271,080,129decreased by$31,953,532
Apr 1, 2026Employees7267decreased by5
Apr 1, 2026AUM$5,069,103,184$5,303,033,661increased by$233,930,477
Apr 1, 2026Accounts3433decreased by1
Dec 1, 2025
vs May 1, 2025
AUM$5,094,233,798$5,069,103,184decreased by$25,130,614
May 1, 2025
vs Oct 1, 2022
Employees4472increased by28
May 1, 2025
vs Oct 1, 2022
Clients2733increased by6
May 1, 2025
vs Oct 1, 2022
AUM$3,914,288,565$5,094,233,798increased by$1,179,945,233
May 1, 2025
vs Oct 1, 2022
Accounts2834increased by6
Apr 1, 2022Employees3744increased by7
Apr 1, 2022Clients2527increased by2
Apr 1, 2022AUM$3,097,375,066$3,914,288,565increased by$816,913,499
Apr 1, 2022Accounts2628increased by2
Jun 1, 2021AUM$2,966,650,333$3,097,375,066increased by$130,724,733
Apr 1, 2021Registration—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.