A complete list of active advisors currently associated with Constantia Capital LLC
Warmer can help you find a great advisor at Constantia Capital LLC or one who fits your needs even better.
Constantia Capital provides discretionary investment management primarily to medium and high‑net‑worth individuals, as well as institutions, employee benefit plans, trusts and estates, managing client accounts as separately managed accounts. The firm offers a range of strategies — including a publicly posted Large‑Cap 130/30 product, other quantitative large‑ and small‑cap strategies, a merger‑arbitrage product, passively managed biotechnology sleeves, and a wealth‑management (balanced) strategy — and generally applies its models across clients without per‑client algorithm adjustments aside from client‑imposed restrictions (e.g., ESG). The firm’s process is quantitatively driven by a proprietary model developed over many years that evaluates valuation, sentiment and quality factors and aims to limit tracking error relative to benchmarks. That model supports both traditional long‑only and 130/30 (long/short) implementations; trades are aggregated across like strategy accounts and the firm discloses the use of short selling and related borrowing or leverage in certain strategies with specified volatility and tracking‑error targets. Notable and relatively uncommon aspects include the firm’s public presentation of past performance and the availability of a compound performance‑based fee option (a smaller fixed fee plus a performance share with loss carry‑forwards and high‑water‑mark mechanics) offered only to qualified clients. The firm also runs an event‑driven merger‑arbitrage product and niche biotechnology sleeves alongside its quantitative 130/30s, maintains non‑marketed founder bond accounts, and executes trading primarily through an online discount broker with fees deducted daily.
To learn more about the advisors currently working at Constantia Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lawrenceville, NJ
| 10
| |
Lawrenceville, NJ
| 13
|
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