Trustee · Constellation Investments, Inc.
Philippe F. Charette
CRD 7667955 · Named on Form ADV at one SEC-registered adviser
At a glance
Constellation Investments, Inc., an SEC-registered asset manager based in Montgomery, OH with $31.5 billion in regulatory assets, lists Philippe F. Charette on its Form ADV as Trustee, a control person.
Firms and roles
- Constellation Investments, Inc.TrusteeAsset manager · Montgomery, OH · $31B in regulatory assets
AtlasMembers
Philippe’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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Colleagues named on the same filings (6)
- Sachin JainDirector, President, Constellation Investments, Inc.
- Megan K MeyerGeneral Counsel, Constellation Investments, Inc.
- Jonathan M. EgolDirector,, Constellation Investments, Inc.
- Marc A. BrugerDirector, Constellation Investments, Inc.
- Charles H. JonesChief Compliance Officer, Constellation Investments, Inc.
1 more person named with Philippe on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philippe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.