Constellation Investments, Inc.
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 107528
· SEC file 801-51396
· Montgomery, OH
· WWW.CONSTELLATIONINSURANCE.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $31.5B
- Discretionary
- $31.5B
- Clients
- 14
- Avg AUM / client
- $2.2B
- Accounts
- 15
- Employees
- 45
AUM over time
$6.6B
$31.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $12.3B | 39.1% |
| Pooled investment vehicles (non-investment companies) | 4 | $494M | 1.57% |
| Insurance companies | Fewer than 5 clients | $14.4B | 45.7% |
| Corporations and other businesses | 9 | $4.3B | 13.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary Board Of Trustees Of The American Federation Of Musicians And Employe | 2024 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brockman, Robert, Todd | Treasurer | Aug 2004 (22y) | Less than 5% | |
| Rodmaker, Gary, Russell | Director | Aug 2015 (11y) | Less than 5% | |
| Charette, Philippe, Francois | Trustee | Mar 2022 (4y) | ≈ 0.99% – 18.75% via Caisse De Depot Et Placement Du Quebec Voting Trust (Canada) | |
| Nielsen, Gregory, Svend | Trustee | Mar 2022 (4y) | ≈ 0.99% – 18.75% via Ontario Teacher Pension Plan Voting Trust (Canada) | |
| Hasnain, Syed, Salman | Trustee | Oct 2023 (3y) | GP / trustee / elected manager of Ontario Teacher Pension Plan Voting Trust (Canada) (indirect) | |
| Longchamps, Martin | Trustee | Oct 2023 (3y) | GP / trustee / elected manager of Caisse De Depot Et Placement Du Quebec Voting Trust (Canada) (indirect) | |
| Jain, Sachin | Director, President | Feb 2024 (3y) | Less than 5% | |
| Meyer, Megan, K | General Counsel | Mar 2024 (2y) | Less than 5% | |
| Hargis, Marc, Andrew | Chief Operating Officer | Apr 2024 (2y) | Less than 5% | |
| Egol, Jonathan, Morton | Director, | May 2024 (2y) | Less than 5% | |
| Bruger, Marc, Ari | Director | Sep 2024 (2y) | Less than 5% | |
| Jones, Charles, Hunter | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Constellation Insurance, Inc. | Shareholder | Mar 2022 | A | 75% or more |
| Constellation Insurance Holdings, Inc. | Shareholder | Mar 2022 | B | ≈ 56.25% – 100% via Constellation Insurance, Inc. |
| Onlh Holdings Lp | Shareholder | Mar 2022 | B | ≈ 21.09% – 75% via Onlh Holdings Gp Llc |
| Constellation Insurance Gp Llc | Shareholder | Mar 2022 | B | ≈ 15.82% – 75% via Onlh Holdings Lp |
| Onlh Holdings Gp Llc | Shareholder | Mar 2022 | B | ≈ 28.13% – 75% via Constellation Insurance Holdings, Inc. |
| Ontario Teacher Pension Plan Voting Trust (Canada) | Shareholder | Mar 2022 | B | ≈ 3.96% – 37.5% via Constellation Insurance Gp Llc |
| Caisse De Depot Et Placement Du Quebec Voting Trust (Canada) | Shareholder | Mar 2022 | B | ≈ 3.96% – 37.5% via Constellation Insurance Gp Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Charette, Philippe, Francois: 25% – 50% of Caisse De Depot Et Placement Du Quebec Voting Trust (Canada) × 25% – 50% of Constellation Insurance Gp Llc × 75% – 100% of Onlh Holdings Lp × 75% – 100% of Onlh Holdings Gp Llc × 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 0.99% – 18.75% of the firm
- Nielsen, Gregory, Svend: 25% – 50% of Ontario Teacher Pension Plan Voting Trust (Canada) × 25% – 50% of Constellation Insurance Gp Llc × 75% – 100% of Onlh Holdings Lp × 75% – 100% of Onlh Holdings Gp Llc × 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 0.99% – 18.75% of the firm
- Constellation Insurance Holdings, Inc.: 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Onlh Holdings Lp: 75% – 100% of Onlh Holdings Gp Llc × 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Constellation Insurance Gp Llc: 75% – 100% of Onlh Holdings Lp × 75% – 100% of Onlh Holdings Gp Llc × 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Onlh Holdings Gp Llc: 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Ontario Teacher Pension Plan Voting Trust (Canada): 25% – 50% of Constellation Insurance Gp Llc × 75% – 100% of Onlh Holdings Lp × 75% – 100% of Onlh Holdings Gp Llc × 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
- Caisse De Depot Et Placement Du Quebec Voting Trust (Canada): 25% – 50% of Constellation Insurance Gp Llc × 75% – 100% of Onlh Holdings Lp × 75% – 100% of Onlh Holdings Gp Llc × 50% – 75% of Constellation Insurance Holdings, Inc. × 75% – 100% of Constellation Insurance, Inc. × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary | Board Of Trustees Of The American Federation Of Musicians And Employe | 19,513 | $3.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • REIMBURSED EXPENSES AND PAID ACTUAL COSTS
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $62.9M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗