Constellation Capital Management Llc
- Regulatory AUM
- $311M
- Discretionary
- $311M
- Clients
- 3
- Avg AUM / client
- $104M
- Accounts
- 3
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $311M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shahida, Shahriar, Nmn | Managing Member | May 1999 (27y) | 50% – 75% | |
| Gosain, Varun, Nmn | Managing Member, Chief Compliance Officer | Jul 1999 (27y) | 50% – 75% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.14 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $20.4M (9% of AUM) Jun 2021
- U.S. Bancorp Investments, Inc. $18.3M (7% of AUM) Mar 2025
- J.P. Morgan $4.1M (2% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗