Investment adviser · CRD 147253

CONSTELLATION WEALTH ADVISORS

Investment adviser filing (IA)

QUADRANT CAPITAL GROUP LLC

CINCINNATI, OH, United States · Form ADV filed Jul 30, 2026

Regulatory AUM
$5.4B
Form ADV · Item 5.F
Client accounts
2,095
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
20
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
High-net-worth individuals356$4,157,144,96977.0%
Pooled investment vehicles4$1,190,953,52922.1%
CharitiesFewer than 5$24,240,0430.4%
Corporations & businesses6$16,651,6860.3%
Individuals47$11,058,5770.2%
Filing source

Form ADV 2101826 · Jul 30, 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

5 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.

QUADRANT PRIVATE CAPITAL SOLUTIONS PLATFORM, LPPrivate Equity Fund · Last reported Jul 30, 2026$1.07BGross asset value

Form D fundraising filings

Quadrant Private Capital Solutions Platform, LP

Fund administrator SS&C TECHNOLOGIES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CHERRY BEKAERT FT. LAUDERDALE, Florida, United States
Custodian CIBC CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CHERRY BEKAERT
PCAOB 677

CIBC
LEI EVK05KS7XY1DEII3R011

Fund details & source
Fund ID
805-1216066371
Reported beneficial owners
137
Minimum commitment
$50K
Form D file number
021-421750

Form ADV 2101826 · Jul 30, 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.

TULCO QUADRANTPrivate Equity Fund · Last reported Jul 30, 2026$90.5MGross asset value

Form D fundraising filings

Tulco Quadrant LLC

Fund administrator ULTIMUS FUND SOLUTIONS, LLC CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CLARK SCHAEFER HACKETT CINCINNATI, Ohio, United States
Custodian NORTHBROOK BANK & TRUST NORTHBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CLARK SCHAEFER HACKETT
PCAOB 539

Fund details & source
Fund ID
805-3078810868
Reported beneficial owners
87
Minimum commitment
$100K
Form D file number
021-331186

Form ADV 2101826 · Jul 30, 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.

QUADRANT PRIVATE CAPITAL SOLUTIONS FUNDPrivate Equity Fund · Last reported Jul 30, 2026$16.4MGross asset value

Form D fundraising filings

Quadrant Private Capital Solutions Fund, LP

Fund administrator ULTIMUS FUND SOLUTIONS, LLC CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CLARK SCHAEFER HACKETT CINCINNATI, Ohio, United States
Custodian NORTHBROOK BANK & TRUST NORTHBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CLARK SCHAEFER HACKETT
PCAOB 539

Fund details & source
Fund ID
805-4437644139
Reported beneficial owners
36
Minimum commitment
$250K
Form D file number
021-277634

Form ADV 2101826 · Jul 30, 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.

BLUE WATER QUADRANTPrivate Equity Fund · Last reported Jul 30, 2026$15.9MGross asset value

Form D fundraising filings

Blue Water Quadrant LLC

Fund administrator ULTIMUS FUND SOLUTIONS, LLC CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CLARK SCHAEFER HACKETT CINCINNATI, Ohio, United States
Custodian NORTHBROOK BANK & TRUST NORTHBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CLARK SCHAEFER HACKETT
PCAOB 539

Fund details & source
Fund ID
805-7608902448
Reported beneficial owners
48
Minimum commitment
$250K
Form D file number
021-276373

Form ADV 2101826 · Jul 30, 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.

QP REAL ESTATE NAVIGATOR FUNDReal Estate Fund · Last reported Dec 26, 2023$58.7KGross asset value

Form D fundraising filings

Quadrant Partners Real Estate Navigator Fund, LP

Custodian FIRST FINANCIAL BANK, N.A. CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2727324425
Reported beneficial owners
9
Minimum commitment
$250K
Form D file number
021-179945

Form ADV 1807157 · Dec 26, 2023 · 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: Jul 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Subscription · Fixed · Performance-based

Principal office

255 EAST FIFTH ST., SUITE 3000
CINCINNATI, OH, 45202, United States

CRD 147253

Filing source

Form ADV 2101826 · Jul 30, 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.