{"url":"https://nivawealth.com/firms/constitution-capital-equity-partners-147248","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147248","regulatoryAum":5271080129,"crd":"147248","history":[{"filedOn":"2021-05-05","regulatoryAum":3097375066,"clients":25,"employees":37,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":3914288565,"clients":27,"employees":44,"offices":2},{"filedOn":"2023-05-16","regulatoryAum":4530238399,"clients":28,"employees":52,"offices":2},{"filedOn":"2024-05-15","regulatoryAum":4698278354,"clients":27,"employees":63,"offices":2},{"filedOn":"2025-05-30","regulatoryAum":5069103184,"clients":33,"employees":72,"offices":2},{"filedOn":"2026-05-21","regulatoryAum":5271080129,"clients":33,"employees":67,"offices":2}],"secFileNumber":"801-69249","legalName":"Constitution Capital Equity Partners LP","displayName":"Constitution Capital Equity Partners","slug":"constitution-capital-equity-partners-147248","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/constitution-capital-partners","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"300 Brickstone Square, Suite 700","city":"Andover","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01810"},"tradeNames":[],"registration":{"secApproved":"3 June 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":67,"advisory":24,"brokerDealerReps":7,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":5271080129,"discretionary":5271080129,"discretionaryAccounts":33,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":6,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":33,"regulatoryAum":4845547162},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":425532967}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Constitution Capital Equity Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Cahill","title":"Chief Executive Officer","crd":"3158832"},{"name":"Stanley Czyz","title":"Chief Financial Officer","crd":"7292350"},{"name":"Brett Morrison","title":"Chief Compliance Officer","crd":"7834807"},{"name":"John Guinee","title":"Owner","crd":"3159879"},{"name":"Robert Hatch","title":"Managing Partner","crd":"3157076"},{"name":"Peter Melanson","title":"Partner","crd":"4878558"},{"name":"Vicente Ramos","title":"Managing Partner","crd":"2441875"},{"name":"Alexander Tatum","title":"Partner","crd":"4681297"}],"ownership":[{"label":"Daniel Cahill","detail":"Chief executive officer in the 25% to 50% ownership band and a control person, since June 2024. Also a managing member of Constitution Capital Partners LLC in the 25% to 50% band and a control person, since December 2017."},{"label":"John Guinee","detail":"Owner in the 10% to 25% ownership band and a control person, since July 2024."},{"label":"Robert Hatch","detail":"Managing partner in the 10% to 25% ownership band and a control person, since June 2024. Also managing member of Constitution Capital Partners LLC and a control person, since June 2024."},{"label":"Vicente Ramos","detail":"Managing partner in the 10% to 25% ownership band and a control person, since June 2024. Also managing member of Constitution Capital Partners LLC and a control person, since June 2024."},{"label":"Peter Melanson","detail":"Partner in the 10% to 25% ownership band and a control person, since February 2015. Also partner of Constitution Capital Partners LLC and a control person, since June 2024."},{"label":"Alexander Tatum","detail":"Partner in the 5% to 10% ownership band and a control person, since February 2015. Also partner of Constitution Capital Partners LLC and a control person, since June 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"300 Brickstone Square, Suite 700","city":"Andover","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"489 Fifth Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"978-749-9600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":20},"sources":{"adv1FilingDate":"21 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/147248/PDF/147248.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Constitution Capital Equity Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Constitution Capital Equity Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Constitution Capital Equity Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Constitution Capital Equity Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Constitution Capital Equity Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Constitution Capital Equity Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Constitution Capital Equity Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}