Investment adviser · CRD 107528

CONSTELLATION INVESTMENTS, INC.

Investment adviser filing (IA)

MONTGOMERY, OH, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$31.5B
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
45
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Insurance companiesFewer than 5$14,370,535,87745.7%
Investment companies1$12,297,879,08739.1%
Corporations & businesses9$4,315,251,27213.7%
Pooled investment vehicles4$494,240,0961.6%
Filing source

Form ADV 2085339 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ANDROMEDA FUNDING LLCSecuritized Asset Fund · Last reported Mar 31, 2026$121MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1727403027
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2085339 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CASSIOPEIA FUNDING LLCSecuritized Asset Fund · Last reported Mar 31, 2026$117MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7813844050
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2085339 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ANTLIA FUNDING LLCSecuritized Asset Fund · Last reported Mar 31, 2026$117MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8212328249
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2085339 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ORION FUNDING LLCSecuritized Asset Fund · Last reported Mar 31, 2026$117MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5529445958
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2085339 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

ONE FINANCIAL WAY
MONTGOMERY, OH, 45242, United States

CRD 107528

Filing source

Form ADV 2085339 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.