Form D · Private Equity Fund

Constellation Wealth Capital Fund-A, L.P.

Chicago, IL · CIK 0001989808

Offering snapshot reported Oct 30, 2024 · SEC filing

Reported sold: $131M
Investors reported: 9
Minimum accepted: $0
First sale: Aug 25, 2023

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$128,615,808 → $130,865,808
Reported investors8 → 9

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 30, 2024	Amendment	$130,865,808	$2,250,000vs Jul 19, 2024	9	SEC filing
Jul 19, 2024	Amendment	$128,615,808	No comparison	8	SEC filing
Aug 11, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $5.27M (estimated)
Finders' fees: $0
Form D file number: 021-489551

The total amount sold by the Issuer and affiliated issuers in the offering totaled $1,009,065,000 as of the date of this filing.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Mizuho Securities USA LLC	19647

Source: Form D, filed Oct 30, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CONSTELLATION WEALTH CAPITAL FUND-A, L.P.

Investment adviser: CONSTELLATION WEALTH CAPITAL, LLC

Gross asset value: $170M
Beneficial owners: 10
ADV minimum commitment: $1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP PHILADELPHIA, Pennsylvania, United States

Custodian BANK OF AMERICA, NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No

Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No

Marketer WILLIAM BLAIR & COMPANY L.L.C. 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: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

WILLIAM BLAIR & COMPANY L.L.C.
CRD 1252 · SEC 801-688

Filing source

Form ADV 2081005 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1725087488

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Karl Henry Heckenberg	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

609 W. Randolph Street
Chicago, IL, 60661