Constantia Capital LLC

Constantia Capital LLC (CRD# 167095) is a financial advisory firm headquartered in Lawrence Township, NJ. They manage $15,286,500 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17 Hendrickson Road, Suite 100, Lawrence Township, NJ 08648
http://www.constantiacapital.net
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $355,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Constantia Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Phillip Fine, financial advisor Lawrence Township NJ
Phillip Fine
CRD#: 5182758
17 Hendrickson Road, Suite 100, Lawrence Township, NJ 08648

Phillip Fine (CRD# 5182758) is an Investment Advisor Representative working at Constantia Capital LLC in Lawrence Township, NJ and has over 7 years of experience in the finance industry.

2
Harvey Fram, financial advisor Lawrence Township NJ
Harvey J. Fram
CRD#: 2154776
17 Hendrickson Road, Suite 100, Lawrence Township, NJ 08648

Harvey Fram (CRD# 2154776) is an Investment Manager (as opposed to an Investment Advisor), founder and lead Portfolio Manager at Constantia Capital LLC in Lawrence Township, NJ and has over 24 years of experience in the finance industry.

 

Avoid Fees on top of Fees !! More info at www.ConstantiaQuant.com

 

We offer a suite of Investment Stategies with a proven track record of beating their respective benchmarks:

  * Merger-Arbitrage, a fixed-income alternative, earned 6% annlzd since inceptn.

  * Large-Cap 130/30 - exceeded the Russell 1000 by 2% annlzd since inceptn.

  * Small-Cap 130/30 - exceeded the Russell 2000 by 4% annlzd since inceptn.

 

I have a long history of managing portfolios using strong risk controls and diversification. Our Large-Cap and Small-Cap strategies are managed using a quantitative model that I developed and enhnaced our more than 15 years in the industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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