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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 44 clients, or 22 clients per representative. That equates to $424.2K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Constantia Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Constantia Capital LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.