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Chief Compliance Officer · Constellation Wealth Capital

Lindsey H. Simon

CRD 5477971 · Named on Form ADV at one SEC-registered adviser

At a glance

Constellation Wealth Capital, an SEC-registered private fund adviser based in Chicago, IL with $2.5 billion in regulatory assets, lists Lindsey H. Simon on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Lindsey’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 the firm
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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

  • Karl H. HeckenbergPresident & Managing Partner, Constellation Wealth Capital
  • 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

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