Constantiam LLC (St Louis)

Constantiam LLC is a large advisory firm based in St Louis. It manages $127.78 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Missouri.

Constantiam provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Constantiam: assets under management

The assets under management (AUM) of Constantiam LLC is $127.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and $127.78 million of the total AUM is attributable to clients outside of the United States.

The firm manages $127.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.78 million each.

Investments

The firm invests in exchange traded securities the most. They account for 66% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 34% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Constantiam LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Constantiam serves?

The only and largest group of clients of Constantiam is corporations or other businesses with 1 clients and $127.78 million of assets under management. Among the 11 most similar advisory firms, Constantiam has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $127.78 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Constantiam doesn't advise any private funds.

Careers at Constantiam LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alastair Robert Anderson	Owner and chief executive officer. chief compliance officer.	1 Dec 2016	75% - 100%	6777414

Based in St Louis

The principal office where Constantiam LLC performs its advisory services is located at 4343 Mcpherson Avenue, St Louis, MO 63108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 9177047480. The normal business hours are 09:00-17:00 on Monday - Friday.