Constantia Capital LLC

Constantia Capital LLC (CRD# 167095) is a financial advisory firm headquartered in Lawrence Township, NJ. They manage $8,024,655 in 26 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $308,641
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, PA

Financial Advisors at Constantia Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Harvey J. Fram
CRD#: 2154776
17 Hendrickson Road, Suite 100, Lawrence Township, NJ 08648
103
Wealthminder
score

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.

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