Franklin, TN Office

Constellation Wealth Advisors provides customized investment advisory services to high‑net‑worth individuals, associated trusts and estates, corporate retirement plans, and other institutional clients. The firm also serves as investment adviser and general partner to several pooled private investment vehicles and operates a proprietary private capital platform (Quadrant Private Capital Solutions), managing roughly $5.4 billion in client assets.

The firm works with each client to establish an investment profile (growth, balanced, or conservative) and offers both discretionary and non‑discretionary management, with an Investment Committee that meets regularly and a documented due‑diligence process for selecting third‑party managers. Constellation implements diversified strategies across public markets (equities, fixed income, mutual funds, ETFs, separately managed accounts) and private placements, and discusses liquidity, leverage, and foreign‑market risks with clients.

Distinctive features compared with many multi‑team peers include its role as a private fund adviser and general partner to named funds (e.g., Quadrant Private Capital Solutions LP, Blue Water Quadrant LLC, Tulco Quadrant LLC) and the use of performance‑based fee arrangements for certain fund investments subject to hurdle rates and independent annual audits. The firm notes its QPCS platform targets fund, direct, and co‑investment opportunities in the $5–50 million range, reports it generally avoids charging duplicate advisory fees at both the firm and fund levels for advisory clients, and discloses use of artificial intelligence to augment operational efficiency and client communications.