On June 9, 2025, Constellation Wealth Capital announced its minority investment in Summit Wealth Group.
Constellation Wealth Capital (“Constellation”) announced, on June 9, 2025, its minority investment in Summit Wealth Group (“Summit”). Summit’s existing team will remain in place and continue to oversee Summit’s operations. Further terms of the deal were not disclosed.
Constellation, based in Chicago, is a registered investment advisor and alternative asset management platform dedicated to the wealth management sector. As of May 2025, Constellation had approximately $1.26 billion in assets under management.
Summit, based in Colorado Springs, is a registered investment advisor providing comprehensive financial planning and asset management services tailored to high-net-worth individuals and families. Summit has approximately $2.1 billion in assets. FP Transitions served as Summit’s M&A advisor.
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