CRD: 167095
Constantia Capital LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-29-2013
- Office Locations
- 1
Office Locations
About Constantia Capital LLC
Constantia Capital offers benchmark-centric, risk-controlled investment strategies delivered primarily via separately managed accounts for institutions and high-to-medium net worth investors. The lineup includes quantitative equity, a large-cap 130/30 long-short approach, merger-arbitrage, and a liquid fixed-income alternative, built with realistic return targets and limited tracking error. Custody includes Interactive Brokers.
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Accredited Investors
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Investment Themes
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Services
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Owner & Executives
HARVEY JUSTIN FRAM
FOUNDER, Portfolio Manager
- CRD
- #2154776
- Ownership
- 75% or more
PHILLIP FINE
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5182758
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,665,565 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,665,565 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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