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CONSTELLATION ASSET MANAGEMENT

Legal name: CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA

CRD 157140File 801-72442
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$526.4M
Above cohort median (national)
Discretionary AUM
$526.4M
Clients
40
40 accounts
Employees
24

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Jul 13, 2011
Principal office
AV. BRIGADEIRO FARIA LIMA, 3311, 4º AND.,, 4º AND., CJ. 41, SAO PAULO, 04538-133
Phone
55 11 4501 0025

Assets & accounts

ADV Item 5F
Total regulatory AUM
$526.4M
Discretionary AUM
$526.4M
Non-discretionary AUM
$0
Discretionary accounts
40
Non-discretionary accounts
0
Total accounts
40
AUM per client
$13.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles40$526.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.