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President & Managing Partner · Constellation Wealth Capital

Karl H. Heckenberg

CRD 3234336 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Constellation Wealth Capital, an SEC-registered private fund adviser based in Chicago, IL with $2.5 billion in regulatory assets, lists Karl H. Heckenberg on its Form ADV as President & Managing Partner, a control person. The SEC filings also name Karl at 2 other registered advisers.

Firms and roles

AtlasMembers

Karl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (19)

  • Patrick S. McHughManaging Director, Head of Investments, Constellation Wealth Capital
  • Kathryn M. St. OngeChief Operating Officer & Managing Director, Investor Relations, Constellation Wealth Capital
  • Paul G. SealyChief Financial Officer, Constellation Wealth Capital
  • Lindsey H. SimonChief Compliance Officer, Constellation Wealth Capital
  • Douglas P. ReganFounding Partner & Co-Chairman, Cresset Asset Management, LLC

14 more people named with Karl on the same filings, with titles and firms. Free in Atlas with a free account.

See all 19 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.