{"url":"https://nivawealth.com/firms/constitution-capital-pm-l-p-319678","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319678","regulatoryAum":910776734,"crd":"319678","history":[{"filedOn":"2022-05-23","regulatoryAum":0,"clients":1,"employees":44,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":675665750,"clients":1,"employees":52,"offices":2},{"filedOn":"2024-03-25","regulatoryAum":672071176,"clients":1,"employees":62,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":709658952,"clients":1,"employees":72,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":910776734,"clients":1,"employees":67,"offices":2}],"secFileNumber":"801-125940","legalName":"Constitution Capital PM, L. P.","displayName":"Constitution Capital PM, L. P.","slug":"constitution-capital-pm-l-p-319678","website":null,"classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","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":"23 June 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":67,"advisory":24,"brokerDealerReps":7,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":910776734,"discretionary":910776734,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":910776734}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Constitution Capital PM, L. P. does not have 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 March 2022. Also a managing member of Constitution Capital PM GP, LLC in the 50% to 75% band and a control person, since March 2022."},{"label":"Vicente Ramos","detail":"Managing partner in the 10% to 25% ownership band and a control person, since September 2024."},{"label":"Robert Hatch","detail":"Managing partner in the 10% to 25% ownership band and a control person, since September 2024."},{"label":"John Guinee","detail":"Owner in the 10% to 25% ownership band, since December 2025."},{"label":"Alexander Tatum","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Peter Melanson","detail":"Partner in the 10% to 25% ownership band and a control person, since January 2025."}],"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","Performance-based fees"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319678/PDF/319678.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 PM, L. P. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Constitution Capital PM, L. P. offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Constitution Capital PM, L. P. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Constitution Capital PM, L. P.?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Constitution Capital PM, L. P. get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Constitution Capital PM, L. P.?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 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."}