Constitution Capital PM, L. P. provides portfolio management for investment companies.
Constitution Capital PM, L. P. reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($911M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $911M | 100.0% | $911M |
| Total | 1 | $911M | 100% | $911M |
- Clients
- 1
- Regulatory AUM
- $911M
- AUM share
- 100.0%
- Avg. per client
- $911M
Total
- Clients
- 1
- Regulatory AUM
- $911M
- AUM share
- 100%
- Avg. per client
- $911M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Constitution Capital PM, L. P. is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Daniel Cahill owns 25% to 50% of Constitution Capital PM, L. P.. 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
Daniel CahillChief Executive Officer
Stanley CzyzChief Financial Officer
Brett MorrisonChief Compliance Officer- John GuineeOwner
Robert HatchManaging Partner
Peter MelansonPartner
Vicente RamosManaging Partner
Alexander TatumPartner
Staff
- 67 employees
- 24 in advisory functions
- 7 broker-dealer reps
- Owns 25% to 50% of Constitution Capital PM, L. P.
Daniel Cahill
Control person · since March 2022
- Owns 10% to 25% of Constitution Capital PM, L. P.
Vicente Ramos
Control person · since September 2024
- Owns 10% to 25% of Constitution Capital PM, L. P.
Robert Hatch
Control person · since September 2024
- Owns 10% to 25% of Constitution Capital PM, L. P.
John Guinee
since December 2025
- Owns 10% to 25% of Constitution Capital PM, L. P.
Peter Melanson
Control person · since January 2025
- Owns 5% to 10% of Constitution Capital PM, L. P.
Alexander Tatum
Control person · since January 2025
Constitution Capital PM, L. P.’s regulatory assets grew Infinity× from $0 (May 2022) to $911M (March 2026); clients were 1 in both filings and employees rose from 44 to 67.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $911M | 1 | 67 | 2 |
| March 2025 | $710M | 1 | 72 | 2 |
| March 2024 | $672M | 1 | 62 | 2 |
| March 2023 | $676M | 1 | 52 | 2 |
| May 2022 | $0 | 1 | 44 | 2 |
Besides its headquarters, Constitution Capital PM, L. P. has 1 office, with 2 listed addresses in Massachusetts and New York.
Massachusetts · 1 listed address
- 300 Brickstone Square, Suite 700, AndoverHQ
New York · 1 listed address
- 489 Fifth Avenue, New York
Contact and registration details
- Legal name
- Constitution Capital PM, L. P.
- Headquarters
- 300 Brickstone Square, Suite 700, Andover, MA 01810
- Website
- Not reported
- Phone
- 978-749-9600
- @constitution-capital-partners
- SEC file
- 801-125940
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Constitution Capital PM, L. P. does not have custody of client assets.
How many clients does Constitution Capital PM, L. P. have?
Constitution Capital PM, L. P. has 1 client and manages $911 million for them, as of March 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Constitution Capital PM, L. P. offer?
Constitution Capital PM, L. P. provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Constitution Capital PM, L. P. have?
Constitution Capital PM, L. P. 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
Who owns Constitution Capital PM, L. P.?
Constitution Capital PM, L. P.’s direct owners are Daniel Cahill, Vicente Ramos, Robert Hatch, John Guinee, Alexander Tatum and Peter Melanson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Constitution Capital PM, L. P. get paid?
Constitution Capital PM, L. P. is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 PM, L. P.?
Constitution Capital PM, L. P.’s main office is at 300 Brickstone Square, Suite 700, Andover, MA 01810. Its phone number is 978-749-9600.