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Constitution Capital Equity Partners

Private funds

Andover, MACRD 147248Updated

Constitution Capital Equity Partners is an investment adviser based in Andover, MA, registered with the SEC since 2008. It provides investment management. Its clients include pooled investment vehicles and pension and profit-sharing plans. Its regulatory assets under management total $5.27 billion, as filed on 21 May 2026.

33
Clients
Not reported
AUM per individual client
24
Advisory staff
2
Offices

From Form ADV filed 21 May 2026SEC record

Services and clients

Constitution Capital Equity Partners provides portfolio management for pooled vehicles. The firm advises 20 private funds.

Constitution Capital Equity Partners reports 33 clients. They include 33 pooled investment vehicles. Of its assets, 100.0% ($5.27B across 33 accounts) are managed with discretion. Of its clients, 6% are outside the U.S.

Clients and assets by client type
Clients33 clients reported
Assets$5.27B
Share of clients and assets by client type
Client typeClientsAssets
Pooled investment vehicles100%92%
Pension and profit-sharing plansFewer than 58%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
Pooled investment vehicles
Clients
33
Regulatory AUM
$4.85B
AUM share
91.9%
Avg. per client
$147M
Pension and profit-sharing plans
Clients
Fewer than 5
Regulatory AUM
$426M
AUM share
8.1%
Avg. per client
—

Total

Clients
33
Regulatory AUM
$5.27B
AUM share
100%
Avg. per client
—
Clients outside the U.S.
6%
Clients advised without assets under management last fiscal year
0
Private funds advised
20

Fees and minimums

Constitution Capital Equity Partners is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Daniel Cahill owns 25% to 50% of Constitution Capital Equity Partners. Daniel Cahill is CEO; the leadership team includes Chief Financial Officer Stanley Czyz and Chief Compliance Officer Brett Morrison. It has 67 employees, 24 of them in advisory roles.

Leadership

Staff

  • 67 employees
  • 24 in advisory functions
  • 7 broker-dealer reps
Who owns the firm
Constitution Capital Equity Partners LP· the adviser
  • Daniel Cahill

    Control person · since June 2024

    Owns 25% to 50% of Constitution Capital Equity Partners LP
  • John Guinee

    Control person · since July 2024

    Owns 10% to 25% of Constitution Capital Equity Partners LP
  • Robert Hatch

    Control person · since June 2024

    Owns 10% to 25% of Constitution Capital Equity Partners LP
  • Vicente Ramos

    Control person · since June 2024

    Owns 10% to 25% of Constitution Capital Equity Partners LP
  • Peter Melanson

    Control person · since February 2015

    Owns 10% to 25% of Constitution Capital Equity Partners LP
  • Alexander Tatum

    Control person · since February 2015

    Owns 5% to 10% of Constitution Capital Equity Partners LP

Growth and acquisitions

Constitution Capital Equity Partners’ regulatory assets grew 1.7× from $3.1B (May 2021) to $5.27B (May 2026); clients rose from 25 to 33 and employees from 37 to 67.

By annual filing
Measure
Figures from each annual filing
Constitution Capital Equity Partners figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
May 2026$5.27B33672
May 2025$5.07B33722
May 2024$4.7B27632
May 2023$4.53B28522
March 2022$3.91B27442
May 2021$3.1B25371

Offices and registration details

Besides its headquarters, Constitution Capital Equity Partners has 1 office, with 2 listed addresses in Massachusetts and New York.

Listed office addresses by state

Massachusetts · 1 listed address

  • 300 Brickstone Square, Suite 700, AndoverHQ

Contact and registration details

Legal name
Constitution Capital Equity Partners LP
Headquarters
300 Brickstone Square, Suite 700, Andover, MA 01810
Website
Not reported
SEC file
801-69249
Structure
Delaware limited partnership
Fiscal year end
December

Custodians

Constitution Capital Equity Partners has custody of client assets.

Investments and reported holdings

At year end, Constitution Capital Equity Partners’ separately managed accounts were mostly in funds (100%).

What the accounts hold

Separately managed account assets by class, year end
  • Funds100%

Common questions

How many clients does Constitution Capital Equity Partners have?

Constitution Capital Equity Partners has 33 clients and manages $5.27 billion for them, as of May 2026. They include 33 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026

What services does Constitution Capital Equity Partners offer?

Constitution Capital Equity Partners provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Constitution Capital Equity Partners have?

Constitution Capital Equity Partners has 0 investment adviser representatives registered with state securities authorities, out of 67 employees, and 24 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Constitution Capital Equity Partners invest in?

At the end of its last fiscal year, Constitution Capital Equity Partners’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 20 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Constitution Capital Equity Partners?

Constitution Capital Equity Partners’ direct owners are Daniel Cahill, John Guinee, Robert Hatch, Vicente Ramos, Peter Melanson and Alexander Tatum, each holding 50% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026

How does Constitution Capital Equity Partners get paid?

Constitution Capital Equity Partners is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Constitution Capital Equity Partners?

Constitution Capital Equity Partners’ main office is at 300 Brickstone Square, Suite 700, Andover, MA 01810. Its phone number is 978-749-9600.

Source: Form ADV Part 1A, Item 1.F, filed 21 May 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 21 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 147248.
  3. SEC registered adviser data, annual Form ADV amendments filed 5 May 2021 to 21 May 2026. Items 1.F and 5.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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